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About The Bookkeeping Advisory Team

Helping Small Business Grow, Prosper & Succeed

The Bookkeeping Advisory Team LLC is a Houston-based firm serving small and mid-sized businesses. Led by a Texas-licensed Certified Public Accountant (CPA), we provide bookkeeping, tax preparation, payroll, and business advisory services to help business owners manage their financial records and gain a better understanding of their businesses.

Accountant meeting with small business owners to review their financial records

Through secure, cloud-based accounting technology, we work with clients both locally and across the United States.

Who We Serve

We understand that different types of businesses have different financial needs.

We are entrepreneurs serving entrepreneurs.

We understand that business owners have more to manage than their books. You are building a business, serving customers, managing employees and making decisions about its future.

We are committed to providing accurate, timely, and insightful financial information. To help our clients understand their numbers and make informed business decisions

Our Approach to Client Relationships

We believe good bookkeeping isn't just about accurate numbers. It's also about open communication.

We want our clients to feel comfortable asking questions and seeking guidance whenever they need it, without having to consider whether each interaction will add to their bill. That is one reason we moved away from traditional hourly billing and adopted a fixed monthly fee.

With predictable monthly pricing, clients know what to expect each month and can reach out when they need clarity or support. This creates an environment where business owners can better understand their finances and make more informed decisions.

Responsiveness is a two-way commitment. We make every effort to answer questions promptly and treat client concerns as important. In return, we ask our clients to provide the information we need in a timely manner so their books can remain accurate and current.

This partnership allows us to maintain clean financial records and provide reliable financial information that business owners can use.

Let's Talk About Your Business

Your financial records should do more than document what already happened. They should help you understand where your business stands and make better decisions about where it is going. If you are looking for a bookkeeping team that values accuracy, communication, responsiveness, and a long-term relationship with its clients, contact us to schedule a consultation.

713.823.8027info@AcctAdvisory.com

What Our Clients Say

“Jia to the rescue! I found Jia to be everything that I and my e-commerce business needed! She is very reliable, attentive, knowledgeable, organized, professional, personable and an absolute pleasure to work with! I can trust that Jia will get the job done in an efficient and timely manner, so I can focus on my business day to day operations. Jia has set the bar! Jia is bookkeeping done right! I highly recommend Jia and her team to assist in taking your business forward for years to come!”
Jamila P., Mila Jae Body LLC
“Jia is an excellent CPA. I have worked with her for only a few months but love her detailed work. I'm looking forward to working with her with more of my clients.”
Shirley B., Bias Consulting Group
“I'm so happy with Jia's bookkeeping service. As a small business CPA, Jia is professional, always quick to respond, and has made managing my finances so much easier. I highly recommend Jia and her team.”
Emma W.
“Five stars for Jia for help and willingness to help on a super time crunch. She helped clean my books effectively and very quickly! Very friendly, professional and responsive. I truly appreciate it!”
Ashley E.
“Jia is very knowledgeable and takes the time to explain things in ways that make sense. Jia is also extremely detail oriented and upfront about pricing and expectations. I am extremely impressed with her professionalism and guidance.”
Becca B., Mighty Hummingbird Therapy LLC
“Jia has been extremely helpful. She is very knowledgeable and always one step ahead. I would highly recommend The Bookkeeping Advisory Team!”
Ernesto V., Pinnacle Exterior Services LLC
“I've a small company (LLC) and a food truck business. Because my previous bookkeeper, who was disorganized and had misplaced everything and messed up my book, I searched for a new CPA/bookkeeper. Then I found Jia with The Bookkeeping Advisory Team. She did a very good job cleaning up the mess from my previous bookkeeper. Jia re-sorted and re-organized everything into the correct categories. She is very knowledgeable in all aspects. She even gave me lots of advice for running a business. She did the books and prepared our tax returns. She will fix it for you! She is superb!! And a very nice lady. I would recommend her and her firm.”
Pavana G.
“I cannot recommend Jia and The Bookkeeping Advisory Team enough! She was so kind to help me with my business taxes on such short notice before the April 15 deadline. As a first time small business owner, I came to her with tons of questions and she was very attentive and made sure to answer them all! Her services were prompt, thorough and affordable, which is exactly what I needed. She was also very communicative throughout the whole process. If you are looking for a trustworthy and friendly bookkeeper, 10/10 I would recommend this company. Thank you, Jia!”
Kirsten V, Intertwined Digital Marketing LLC