B&D FINANCIAL SERVICES(Executive Finance Leadership / Accounting & Bookkeeping / Restructuring and Turnaround)
Professional accounting and bookkeeping services

Business Accounting & Bookkeeping Services

Clear Books. Better Visibility. More Time to Run Your Business.

Business Accounting & Bookkeeping Services

Running a business is demanding enough without spending evenings reconciling accounts, sorting transactions, or trying to figure out whether your financial records are accurate.

We provide practical accounting and bookkeeping support designed to keep your financial information organized, current, and useful. Whether you need ongoing bookkeeping, help cleaning up your books, or better financial reporting, we can develop a solution around the needs of your business.

Serving businesses locally in Houston, Texas, and remotely across the United States.

Our Accounting & Bookkeeping Services

Monthly Bookkeeping

Keep your books organized and up to date with ongoing bookkeeping support. Services may include:

  • Recording and categorizing transactions
  • Bank and credit card reconciliations
  • General ledger maintenance
  • Review and correction of transaction classifications
  • Monthly financial statement preparation
  • Balance sheet and income statement reporting
  • Customized bookkeeping workflows
  • Accounts Payable & Accounts Receivable

Bookkeeping Cleanup & Catch-Up

Behind on your bookkeeping? Changing accounting systems? Or simply not confident that your current books are accurate? We can help review and organize existing accounting records, identify inconsistencies, reconcile accounts, and bring your bookkeeping up to date. Cleanup projects may include:

  • Catching up prior-period bookkeeping
  • Correcting transaction classifications
  • Reconciling bank and credit card accounts
  • Reviewing balance sheet accounts
  • Organizing accounting records
  • Preparing cleaner records for your tax professional or CPA

Financial Reporting & Management Support

Financial statements should do more than satisfy a year-end requirement. They should help you understand your business. Depending on your needs, reporting and management support may include:

  • Profit and loss statements
  • Balance sheets
  • Cash flow reporting
  • Budget-to-actual comparisons
  • Expense analysis
  • Revenue and profitability tracking
  • Customized management reports
  • Periodic financial review meetings

Small Business Accounting Support

Every business operates differently. Rather than forcing your company into a one-size-fits-all bookkeeping process, we can help establish an accounting workflow designed around how your business actually operates. This may include assistance with:

  • Accounting system setup and organization
  • Chart of accounts design
  • Bookkeeping processes and procedures
  • Financial reporting structure
  • Recordkeeping practices
  • Coordination with tax professionals and other advisors

Who We Serve

Our services are designed primarily for entrepreneurs, small businesses, and growing companies that need dependable financial support without necessarily maintaining a full in-house accounting department. We can support businesses across a variety of industries, including:

  • Oil & gas / Oilfield services
  • Freight and logistics
  • Medical and related field practices
  • Real estate businesses and investors
  • Technology companies
  • Retail and e-commerce businesses
  • Startups and growing businesses
  • Independent professionals
  • Family-owned businesses

Houston Accounting & Bookkeeping Services

Local Support When You Want It. Remote Convenience When You Don't.

If your business is located in the Houston area, you'll have the advantage of working with a local consulting business that understands the importance of accessibility and personal service.

We serve businesses throughout Houston and the surrounding area, while our remote capabilities allow us to work with clients throughout the United States.

Whether we're across town or across the country, the objective is the same: responsive, organized, professional support for your business.

Why Businesses Outsource Their Bookkeeping

For many business owners, handling accounting internally starts out as a necessity. As the company grows, however, bookkeeping can consume valuable time and become increasingly complex. Outsourcing some or all of the accounting function can help you:

Save Time

Spend less time maintaining financial records and more time operating and growing your business.

Stay Organized

Develop a consistent process for recording transactions, reconciling accounts, and maintaining financial information.

Understand Your Numbers

Receive financial reports structured to provide greater visibility into your company's performance.

Be Better Prepared

Well-maintained books can make conversations with tax professionals, lenders, investors, and other advisors much easier.

Scale Your Accounting Support

Add financial support as your business grows without necessarily building an entire accounting function in-house.

A Practical, Business-Focused Approach

Accounting support should be practical, organized, and tailored to the way your business operates.

We work to understand your business before recommending a solution, and we focus on building processes that are sustainable and useful over the long term.

1

Initial Consultation

We start by learning about your business, your current accounting setup, and what you're looking to accomplish.

2

Assessment & Recommendations

We review your current books and processes and identify what's working, what needs attention, and what we recommend.

3

Engagement Setup

We define the scope of services, establish workflows, and get the engagement organized.

4

Ongoing Support

We handle the day-to-day bookkeeping and reporting so you can focus on running your business.

5

Regular Communication

We stay in contact, provide regular reporting, and remain available when questions come up.

Ready to Get Your Books in Order?

Whether you need ongoing bookkeeping support, a one-time cleanup project, or better financial reporting, we can help.