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Bookkeeping · Austin, TX

Monthly bookkeeping in Austin, TX for LLC owners.

You run the business, we keep the books. Every month you get your transactions categorized, your bank accounts reconciled and a Profit & Loss you can actually read — whether you’re an LLC, an S-Corp or self-employed with no entity yet.

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The Right Step office in Austin, TX, where monthly bookkeeping is prepared for local businesses

What your monthly bookkeeping includes

  • Every transaction categorized — income, expenses, internal transfers.
  • Monthly bank reconciliation: your statement against your books.
  • Profit & Loss and Balance Sheet, every month.
  • Digital storage for your receipts.
  • One bookkeeper you can reach by email — the same person every month.
  • Reports your lender, your tax preparer and you can all use.
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What we do every month

Your books, closed every month — without you touching them.

A dedicated bookkeeper reviews your business every month. Not a template, and not software you’re expected to fill in yourself.

Transaction categorization

Income, expenses and internal transfers get separated, so your numbers describe your business instead of your bank feed.

Monthly bank reconciliation

Every line on the statement matched to your books — nothing missing, nothing counted twice.

Profit & Loss and Balance Sheet

Your financial reports every month, in the format a lender, an investor or your tax preparer expects.

Digital receipt storage

Your documentation organized and backed up, so a deduction you claim is a deduction you can support.

One bookkeeper, reachable by email

Questions get answered by the person who keeps your books — not a ticket queue, not a different name every month.

Monthly review call

Optional: we go through the numbers together and deal with what’s off before it becomes a tax problem.

Bookkeeping, plainly

What is bookkeeping, and when do you actually need it?

Bookkeeping is the monthly record of every dollar that comes into and goes out of your business: what came in, what went out, and which category it belongs to. It’s what makes three things possible — filing taxes without surprises, getting approved for business credit, and knowing whether the business is actually making money instead of guessing.

Signs you need a professional bookkeeper

  • “I have an LLC and I’m still running personal and business money through the same account.”
  • “My taxes came out wrong last year because my books were a mess.”
  • “I’m applying for a business loan and the bank is asking for a Profit & Loss.”
  • “I’m about to hire someone and I need to see real cash flow, not a guess.”
  • “I want to elect S-Corp next year, and that needs clean books first.”

If your LLC is already formed and you’re invoicing regularly, every month without books is information you don’t get back — and deductions you probably can’t support if the IRS ever asks.

Behind on your books

Catch-up: we’ll get you current, even if it’s been years.

Plenty of business owners come to us 3, 6 or 24 months behind. We work through it transaction by transaction until your books are current — before tax season, not during it. No lecture, and no judgment about how it got that way.

Tools

We work in the software you already use.

QuickBooks Online, Xero or Wave. If you already have one, we work inside your account. If you don’t, we set up whichever fits your business and show you how to pull your own numbers whenever you want them.

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Leonardo Martin de la Nuez, certified bookkeeper at Right Step in Austin, TX
With Leonardo Martin de la Nuez QuickBooks Online Certified ProAdvisor (Level 1)
Plans

A plan sized to your actual transaction volume.

No fine print. Price depends on how many transactions run through your accounts each month — we confirm which tier you’re in during the free consultation, and you get it in writing before we start.

Basic

Quote
up to 50 transactions/month
  • For small LLCs and self-employed owners getting started
  • Monthly reconciliation and core reports
Request your quote

Pro

Quote
151+ or multiple accounts
  • Established businesses, multiple accounts or partners
  • Priority support all year
Request your quote

Catch-up on past months is quoted separately, by the number of months to recover.

Ask about catch-up or ask on WhatsApp

One team

Bookkeeping and taxes, without doing the work twice.

Your bookkeeper and your tax preparer work in the same office, on the same file. When April comes around, your information is already there — no scramble for receipts, no paying someone to rebuild a year in ten days.

A bank statement, a calculator and a laptop on a desk during a monthly bookkeeping review
Frequently asked

Questions we get about bookkeeping.

The ones that come in over email and across the desk — answered without the jargon.

Do I need an LLC to hire a bookkeeper?
No. The service works the same for LLCs, sole proprietors and self-employed businesses. That said, if you’re selling consistently and still mixing personal and business money, forming an LLC gives you legal separation and makes the bookkeeping a lot simpler — one account in, one account out. See how to open your LLC in Texas →
How much does monthly bookkeeping cost?
It depends on your monthly transaction volume, and you get the number in writing before any work starts. We price in three tiers — up to 50 transactions a month, 51 to 150, and 151 or more (or multiple accounts) — and we confirm which one you’re in during the free consultation, after looking at your actual bank activity. Catch-up on past months is quoted separately, by the number of months to recover. Nothing gets added at the end: if something changes the scope, you hear it before we do the work, not on the invoice. Request your quote →
Can you catch me up on past months?
Yes, and it’s one of the most requested things we do before tax season. We go through your transactions month by month until you’re current, whether you’re 3 months or 2 years behind. Once you’re caught up, the monthly service keeps you there. See our tax preparation too →
Do you run payroll?
Not directly — monthly bookkeeping doesn’t include processing payroll. What we do is coordinate with your payroll provider, or recommend one, so every paycheck lands correctly in your books and shows up right in your reports.
Who actually does my books — a person or software?
A person. A dedicated bookkeeper reviews your business every month and you deal with that same person all year, by email or text. The software (QuickBooks Online, Xero or Wave) is where the work lives, not what does the work — categorizing a transaction correctly takes someone who knows what your business actually does. That’s also why the monthly review call exists: so questions get answered by the person who saw the numbers.
Do you do my taxes too?
Yes. The bookkeepers and the tax preparers are the same team, in the same office, working from the same file — so nothing gets rebuilt in April that was already done in June. You can also hire bookkeeping on its own and file elsewhere; the books are yours either way. See tax preparation →
Take the first step

Your books review is free. So is the straight answer.

We’ll go through your last 30 days at no charge and tell you exactly what shape your books are in — and what it takes to get current. No commitment, no fine print.

A Right Step advisor welcoming a client at the Austin, TX office