Bookkeeping, Tax, and Fractional CFO for Houston's Businesses
Full-service financial support for small and mid-sized businesses across the Greater Houston area. From monthly bookkeeping to tax preparation to high-level financial strategy.
20+ Years Experience • QuickBooks ProAdvisor
Where Most Owners Get Stuck
Running a business means wearing every hat. At some point the financial side stops being something you can handle on weekends.
The Books Are Months Behind
It started with one busy month. Then another. Now you have a backlog that feels impossible to face. We take it from wherever it stopped, clean it up, and bring everything current. Most clients are surprised how quickly it gets done.
Unprepared at Tax Time
Your tax preparer needs clean books and you're nowhere close to ready. Last year you scrambled, probably overpaid, and stressed about it for weeks. Monthly bookkeeping throughout the year turns tax season into a simple handoff instead of a crisis.
Busy but Short on Cash
Revenue is coming in, but the bank account tells a different story. You're not sure if it's payroll, overhead, or something else eating into the margin. Clean books and cash flow reporting show you exactly where the money is going.
A Letter from the IRS or State
Notices from the IRS or the state can stop you in your tracks. Whether it's a question about a filing or something more involved, we help you respond accurately, on time, and with proper documentation behind you.
You Outgrew the DIY Setup
The spreadsheet or the QuickBooks file you set up yourself worked for a while. Now there are transactions you can't explain, categories that don't make sense, and reports you don't trust. We can fix what's there or build it right from scratch.
Decisions Without Numbers
Should you hire? Can you afford new equipment? Is it time to expand? Those questions need real numbers behind them. Up-to-date books and cash flow forecasting give you the foundation for confident decisions instead of guesswork.
Why Work With Us
Joslyn Boyd has been doing this since she was a teenager, helping her father manage multiple businesses. That experience shaped everything about how OrangeLedger operates. We understand the numbers from your side of the desk.
20+ Years of Experience
From medical practices to trucking companies to childcare centers. Joslyn has worked across industries and understands the financial patterns that matter in each one.
Based in Pearland
We're local to the Pearland and South Houston area. You work directly with Joslyn, not a rotating team or a call center somewhere else.
Built for Small Business
Whether you're chasing a passion or running something you inherited, we meet you where you are. We help you understand what the numbers mean and what to do about them.
We Talk to Your People
Bankers, CPAs, investors, loan officers. We work directly with the people who need your financial information and present it in the format they expect.
Our Services
Start with what you need today. Add more as your business grows. Everything is built around your situation.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting. We keep your books accurate, current, and ready for whatever comes next.
Catch-Up Bookkeeping
Cleaning up and bringing current past months or years of bookkeeping. We rebuild the record from source documents and reconcile every account so your books reflect what actually happened.
Bill Payment
Managing accounts payable so bills get paid on time with tracking, scheduling, and recording.
Invoicing
We apply payments and manage your accounts receivable records so you always know who owes you and how much.
Payroll System Setup & Training
We configure your payroll system correctly from the start and walk you through how to run it yourself. Optional monthly support is available if you want a safety net while you get comfortable.
1099 Preparation
Get your 1099 forms prepared and filed correctly for every contractor and vendor, on time and without the headache.
QuickBooks Online Setup & Training
Configuring QuickBooks Online for your business with hands-on training so you know how to use it properly from day one. Chart of accounts, integrations, and workflows built around how your business actually operates.
Sales Tax Management
We handle sales tax from calculation to filing. Rate tracking, accurate returns, and on-time submissions so you never miss a deadline.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules. We handle the filing so you can focus on running your business.
Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits. We handle the complexity so you can file with confidence.
Tax Audit Support
When the IRS or state sends a notice or starts an audit, we help you prepare the documentation, draft responses, and navigate the process with confidence.
External Controller
A second set of eyes on your books. We review the work your in-house team produces, verify accuracy, and provide the financial reporting and oversight that keeps everything on track.
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions. We build forward-looking models so you can make moves with confidence instead of gut feelings.
Financial Strategy
Analyzing your financial data to guide real business decisions. We look at what the numbers are telling you about growth, profitability, pricing, and where to put your resources so you move forward with confidence.
Fractional CFO
Part-time CFO-level support for businesses that need financial leadership without the full-time salary. Cash flow forecasting, analysis, and strategic planning tailored to where you are and where you want to go.
Industries We Serve
We take the time to understand how your business actually runs before we touch the books. Accurate numbers start with knowing what they represent.
Skilled Trades
Trades
Job costing, cash flow tracking, and tax planning for tradespeople who are too busy on the job site to sit down with a spreadsheet.
Home & Property Services
Field Services
Your crews are out every day, but do you actually know which jobs and routes make money? We track the numbers so you can price with confidence and stop leaving profit in the field.
Cleaning Services
Field Services
Labor eats most of your revenue. If you don't know your true cost per job, you're pricing blind and profits disappear.
Facility Services
Field Services
Multiple contracts, multiple locations, one set of books. We track profitability by contract so you know which deals are worth keeping.
Medical & Dental Practices
Healthcare
Practice revenue flows through insurance, copays, and adjustments. We bring revenue cycle expertise to reconcile your systems and make sure every dollar earned gets collected.
Creative Services
Professional
Project revenue is lumpy. Contractor costs add up. Scope creep eats margins. We track profitability by project so you stop guessing and start pricing with data.
Consultants
Professional
You advise other businesses for a living. Your own books still end up at the bottom of the to-do list.
B2B Services
Professional
B2B companies extend credit to every client. We track receivables, measure client profitability, and manage the cash flow gap between delivering work and getting paid.
Tech Startups
Technology
Subscription revenue needs proper recognition. Burn rate needs constant tracking. Investors need clean books. We handle the accounting so founders can focus on building.
Freight & Logistics
Transportation
Trucking companies, freight brokers, and dispatchers dealing with per-truck cost tracking, IFTA filings, and long payment cycles from shippers and brokers.
Real Estate Agents
Real Estate
You know your gross commission. Do you know what you actually kept after splits, fees, and expenses?
Salons & Spas
Personal Services
You opened a salon to do great work, not to become a bookkeeper. We handle the financial side so you don't have to.
Childcare Services
Education
Tuition from dozens of families, state subsidy payments, and payroll that shifts with enrollment. We handle the numbers so you can focus on the kids.
20+
Years of Experience
Certified
QuickBooks ProAdvisor
100%
Local to Greater Houston
Houston's Trusted Bookkeeping Firm
The Next Step:
A Quick Conversation
Tell us what's going on with your books, your taxes, or your business finances. We'll give you a straightforward quote.
