Bookkeeping and records organization for Texas small businesses and self-employed people. Get a clearer picture of your finances, with practical support for the questions ahead.
Personal or business tax preparation? Inquiries welcome →
Get started
Support for the people
behind the numbers
01 · Bookkeeping
Connect bank activity, sales reports, fees and receipts. Understand what has been reconciled and what still needs your attention.
02 · Records organization
Turn scattered files into a practical routine. Know where records belong, which periods they cover and what is missing.
03 · Tax preparation inquiries
Ask about personal or business tax preparation. Rene reviews the year, state, complexity and availability before accepting work.
Rene is completing his accounting degree and pursuing the Enrolled Agent credential; he is not currently an EA. Investment advice and investment management are not offered.
Start with a simple sales log, expense tracker and checklist. Keep the original records behind every entry.
Keep sales and payment references together.
Download CSV templateA simple home for the little costs that add up.
Download CSV templateKnow what to share and what to keep private.
Free templates. No account needed.
A missing statement, an unfamiliar transfer or a number that does not match deserves a clear follow-up. Unresolved items stay visible for review.
Agree on the work, time period, responsibilities and fee before you begin. Get a clear explanation of what is included and what needs a separate professional review.
Work directly with Rene. Ask questions, understand the records and leave with next steps you can act on. Learn about his background and approach on the About page.
“Here’s where I am, and what I need help with.”
Start with a short conversation about your business and your priorities.
A plan that makes sense for your operation.
Discuss the scope, availability, and fee before deciding to move forward.
More organized records. More room to focus.
Receive the agreed work, a summary you can follow and a list of anything still needing attention.
An example of the process — every engagement starts with an agreed scope.
A closer understanding of your business
Every business has its own details. Our first specialty brings practical recordkeeping support to reptile breeders, invertebrate sellers and expo vendors.
For breeders & expo vendors
Getting organized
Start with accounts, source files and a short list of open questions.
Getting started
What to describe, what to gather and what to leave out of the public form.
Breeder specialty
Explore the existing vendor guide, closeout checklist and expo calculator.