Small Business Bookkeeping Support
Services Overview
Whether you need ongoing monthly support or help getting caught up, Coastal Bookkeeping offers practical services designed to keep your financial records organized, accurate, and current.
Monthly Bookkeeping
Ongoing transaction categorization, account reconciliations, and organized financial records to keep your books current.
Catch-Up & Cleanup Bookkeeping
Whether your books are several months behind or simply need correcting, I'll help organize past transactions, resolve discrepancies, and get your books back on track.
Accounts Payable, Receivable & Invoicing
Support with customer invoicing, tracking outstanding payments, recording vendor bills, and keeping your payables and receivables organized.
Project & Job Costing
Track income and expenses by project or job so you can better understand project costs, profitability, and where your money is going.
ADDITIONAL SERVICES
Additional Support, When You Need It
FINANCIAL REPORTING
Clear, easy-to-understand financial reports to help you stay informed about how your business is performing.
MONTHLY FINANCIAL REVIEW CALL
Add an optional monthly check-in to review your reports, discuss changes or trends in your numbers, and address bookkeeping questions.
ACCOUNT RECONCILIATIONS
Bank and credit card reconciliations to help ensure your QuickBooks records match your actual accounts and identify discrepancies.
QUICKBOOKS SETUP & ORGANIZATION
Help setting up or organizing QuickBooks Online so your books have a clean, organized foundation going forward.
Why coastal bookkeeping
Bookkeeping Support You Can Count On
Reliable Support
(01)
Consistent bookkeeping support and clear communication so you always know where your books stand.
Organized Financials
(02)
Accurate, organized records that help you stay informed and feel more confident about your business finances.
More Time for Your Business
(03)
Spend less time managing the details of your books and more time focusing on running and growing your business.
Accounting Experience Behind the Books
meet the owner
Coastal Bookkeeping Co. LLC was created to provide small business owners with reliable, organized bookkeeping support backed by real-world accounting experience.
I hold a Bachelor of Business Administration (BBA) in Accounting and have professional accounting experience within the energy industry, working with reconciliations, invoicing, settlements, account analysis, financial reporting, and detailed transaction data. That experience has strengthened my attention to detail and my understanding of the processes needed to maintain accurate, reliable financial records.
Coastal Bookkeeping is proudly based in Chambers County, Texas. The name reflects the coastal community I call home and my desire to support the small businesses that help our local communities thrive. I especially value the opportunity to work with business owners throughout Chambers County and the surrounding area while also offering remote bookkeeping support to businesses beyond Southeast Texas.
Through Coastal Bookkeeping, I bring my accounting background and local-business mindset together—helping owners stay organized, better understand their financial picture, and spend more time focused on running their business.
how it works
Getting Started is Simple
01
Tell Me About Your Business
Complete a short inquiry form so I can learn about your business, your current bookkeeping setup, and the support you’re looking for.
02
Review & Recommendation
I'll review your information and connect with you to discuss your bookkeeping needs, answer questions, and recommend the services that best fit your business.
03
Get Your Books Organized
Once we’re ready to work together, we’ll get your accounts and systems connected then begin creating a clear, organized bookkeeping process you can rely on.
let's connect
Tell Me About Your Books
Tell me a little about your business and the bookkeeping support you’re looking for. I’ll review your information and be in touch to discuss your needs and next steps.
A Few Things You May Be Wondering
frequently asked questions