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Bookkeeping · Tax Preparation

Every number accounted for.

Lighthouse Financial keeps your books reconciled and your taxes filed, so you can spend your time running the business — not reconstructing it every April.

01 — 02

What we do

Two services, done properly, instead of ten done halfway.

01

Bookkeeping

Monthly reconciliation and categorized transactions, so your financials are accurate and ready whenever you — or a lender — need them.

  • Bank & credit card reconciliationMONTHLY
  • Profit & loss, balance sheetREPORTS
  • Accounts payable & receivableTRACKED
  • Payroll supportOPTIONAL
02

Tax Preparation

Individual and business returns prepared from books that are already reconciled — fewer surprises, no scrambling in April.

  • Individual & business returnsANNUAL
  • Quarterly estimated payments4x / YR
  • LLC, S-corp & sole prop filingsENTITY
  • IRS correspondence supportAS NEEDED

HOW IT WORKS

From first call to filed return

01

Discovery call

We walk through your current setup, entity type, and what's slowing you down.

02

Books review

We assess your accounts, clean up backlog, and set up a chart of accounts that fits your business.

03

Monthly close

Every month, your books are reconciled and a clear report lands in your inbox.

04

Tax season

Because the books are already clean, your return is prepared and filed without the usual scramble.

2 Core services, done to one standard
1 business day Typical reply time on new inquiries
Mar 15 / Apr 15 Entity & individual filing deadlines we plan around
“I stopped dreading tax season the year I handed the books to Lighthouse.”
— M. Alvarez, owner, a Houston-area design studio

Ready to hand off the books?

A short call is all it takes to see if we're a fit.

Schedule a consultation