From Messy Books to Growth Decisions — Real Client Story

A small Houston based landscaping company came to us with over 12 months of unreconciled transactions, missing expense categorization, and no clear monthly profit reports.

The Problem:

• Books over 12 months behind

• No monthly P&L for decision-making

• Unclear payroll expense tracking

• High stress around tax season

  
  

My Process:

1. Clean-Up & Catch-Up: Reconciled all accounts in QuickBooks, categorized transactions, and corrected misclassifications.

2. System Setup: Created a streamlined chart of accounts tailored to the business.

3. Reporting: Implemented monthly financial reporting with visual dashboards.

4. Owner Training: Provided a one-hour session to help the owner read and use the reports.

   
   

The Results:

• All books brought current within 2 weeks

• Clear monthly profit visibility

• Owner able to make better decisions with confidence

• Smooth, stress-free tax preparation

Owner’s Feedback:

“Before, If you asked me about the financial health of my business or how profitable we were, I couldn't give you a definitive answer. Now, I know exactly what’s happening in my business each month, and I'm able to make important decisions much easier.”

We frequently work with home-service businesses — including landscaping, roofing, HVAC, and plumbing — throughout the Greater Houston area and across Texas. If you’re ready to go from messy to manageable, we are happy to provide you with a free bookkeeping health check. 📩 Schedule a free consultation today and find out how we can help!