The CPA
Houston Small
Businesses Need
We work alongside Houston’s small businesses as they grow. The right expertise, at the right time, for wherever you’re headed.
The CPA
Houston Small Businesses Need
We work alongside Houston’s small businesses as they grow. The right expertise, at the right time, for wherever you’re headed.
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Your taxes got more complicated
A side income, a new entity, a rental property, and suddenly, tax software doesn’t feel like enough.
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You’ve outgrown DIY
You need current, accurate financials to understand where your business stands every month.
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You need clean books for financing
A loan, a line of credit, or an investor conversation is coming, and your financials need to be ready.
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Your CPA isn’t cutting it
Slow responses, no proactive advice, and never hearing from them until April.
Full-service CPA in Houston:
Tax, Accounting, and CFO Advisory
One relationship for all your numbers, so your taxes,
books, and decisions are always working toward your goal.
Tax Preparation & Strategy
- Business and individual returns
- Entity formation and structure
- Owner compensation
- Quarterly estimates
- CA and multi-state filings
- Rental property returns
Accounting & Bookkeeping
- Monthly reconciliation and reporting
- Accounts payable and receivable
- Payroll recording
- Balance sheet and P&L
- General ledger maintenance
CFO Advisory
- Monthly financial reporting
- Cash flow forecasting
- Budgeting planning
- Growth and hiring decision support
- Lending preparation
We Know Your Industry
We work with all types of businesses in Houston. Here’s who we most often help:
Professional Services
If your business runs on expertise and client relationships, we understand your margins, your billing structure, and your tax exposure.
- Marketing and creative agencies
- Law firms
- Financial services
- Management consultants
- IT Firms
- Staffing firms
Contractors and Home Services
You built the business. We'll make sure the books, the taxes, and your entity structure support your cash flow.
- HVAC project manager
- Groundskeeper
- Custodial work
- Sanitation technician
Energy Consulting and Technology
You operate at the intersection of complex contracts and significant tax incentives. We make sure you're capturing every advantage.
- Utility consultant
- Landman
- Energy analyst
- Infrastructure consultant
Niche and Specialty Businesses
We've seen it all after serving tens of thousands of clients for 50 years. If your business doesn't fit a standard category, that's ok. You're in good company.
- Aviation manager
- Irrigation specialist
- Tap line cleaner
- Grounds maintenance director
- Event photographer
2026 Endurance
Old Fourth Ward, Atlanta
2026 Endurance
Travis County, Texas
2025
Travis County, Texas
Austin, Texas
Austin, Texas
Austin, Texas
Southwest 2024
Southwest 2022
Regionals Texas
Texas
Austin, Texas
Growing Companies
Texas
Provider
of CPAs
TXCPA
Awards & Recognition
Recognition that reflects our commitment to clear guidance, trusted service, and stronger financial outcomes for our clients.
Our Houston Team
Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Houston community.
Get Started with a Small Business CPA in Houston
We are built for Houston and ready for where you're headed. Start with a free consultation
to better understand if LedgerWay is right for you.
Frequently Asked Questions (FAQs)
One of the most common complaints we hear from business owners is that they never hear from their accountant until April. We focus on being highly responsive. When you work with us, you get a dedicated partner who provides timely answers and proactive advice year-round. Your team will typically get back to you within 1 business day or 2 if it's tax season.
If you have a new entity, a rental property, or a side income that is taking off, standard tax software is no longer enough. We help small businesses that have outgrown their current setup by providing accurate financial reporting and tax strategies that reduce your tax bill. In addition to complexity, we recommend that anyone with $60-80k or more in business income talk to a CPA about options to reduce their tax burden.
Yes. Before an investor conversation or applying for a line of credit, your financials need to be perfectly clean. We provide accurate monthly bookkeeping so your business always has the lender-ready records needed to secure financing and demonstrate profitability.
We are your partner in success year-round. We combine tax strategy, accurate bookkeeping, and chief financial officer advisory into one single relationship. This means your numbers, your taxes, and your business decisions are always working together toward your growth goals. We do not provide personal financial recommendations for investments, but we can recommend a financial advisor or work with yours when you're ready.
We frequently work with consultants, agencies, and service firms. We help you navigate complex decisions like owner compensation, S corporation elections, and understanding exactly what the numbers dictate when it is time to hire new employees or expand your operations.
Yes. We have a deep understanding of Texas tax laws and the complexities of operating across state lines. We manage your multi-state compliance so you never have to worry about surprise tax bills, penalties, or filing errors.
Yes. If your business is ready to grow smarter, our chief financial officer advisory services provide ongoing financial strategy. We help you make proactive business decisions based on accurate data and forecasting, rather than just looking at what happened last month.
You can choose whichever option works best for your schedule. We combine modern technology with the personal touch of a traditional firm, offering both fully remote collaboration and in-person availability for all of our local Houston clients.
If you are making real decisions about hiring, expanding, or financing and do not have current, accurate monthly financials to guide you, it is time for a change. If your current accountant is slow to respond or offers no proactive advice, we are here to provide the full service support your business deserves.