We want to help your business GROW

Your life will be easier and your business more profitable when you hire a bookkeeper....here's why!

You'll have more time

...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

...knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help!

You'll be able to plan

...whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials and tax planning experts at your fingertips!

Brad Humphries, Lazy J Ranch Wear

"We are a small business that began to grow very rapidly and I looked to outsource our billing. I was referred to the Bookkeeping Station from one of our suppliers and it has paid off. Catey quickly figured out what we needed and and has been on top of it ever since. Thank goodness we found them."

Scott Restivo, Paint Authority

"In 2021, I decided to leave corporate America and start my own business. Little did I know, running a business is a lot different than managing my personal finances. I quickly realized I was in real trouble; trying to keep up with all of the paperwork and requirements for this business was a challenge that I would not be able to overcome on my own. After speaking with several bookkeeping services and interviewing full time bookkeepers to bring on staff, we finally found The Bookkeeping Station. We spoke directly Catey for over an hour with our concerns. Even though, at that point, we were not her client, she provided us guidance on what we could do to get us through our initial dilemma. We signed up for her service the very next day. Choosing The Bookkeeping Station to manage our books, was one of the single best decisions we made for our business. Catey has freed up a substantial amount of time, so we can focus on growing our business. In addition, her delivery method for our monthly P&L / financial statements is best in class. She provides insights into the numbers and points us to areas of concerns and delivers an instructional video each month. As you can tell, we cannot recommend her enough. If you want a best in class bookkeeping service, than The Bookkeeping Station is the company for you."

Brandy Snell, 361 Cabinets & More

"Catey is Amazing! THE BEST DECISION WE HAVE MADE ALL YEAR! Having Catey on board has made my life so much easier and I’m now able to focus on other aspects of our business. She is patient, knowledgeable, thorough, and reliable! She genuinely wants to make your life easier and she will also take the time to answer your questions and will even send training videos. I can’t say enough about how lucky we are to have her on our team. 
Thank you so much, Catey!"

Brecklynn Williams, TMW Land Services

"Cannot say enough great things about Catey! I reached out to her after months of agonizing over the books of my husband’s company. They were a mess and I had no idea what I was doing. She came to the rescue and cleaned everything up. She is thorough and responsive and eager to get the job done. She even created several videos on how to do certain things just so I could learn and be able to do it on my own going forward. 
Highly recommend The Bookkeeping Station!"

Catey Allen

CEO - The Bookkeeping Station

Welcome! I am the founder and CEO of The Bookkeeping Station. I am a mom of 4, a wife and a business owner. I know first-hand what it takes to start and run a small business and manage employees. I have a passion for helping others and watching them succeed. I know how overwhelming it can be sometimes for business owners to be able to keep up with their bookkeeping along with all their other responsibilities. We want to help you with your bookkeeping, payroll and/or other business responsibilities to free up some of your valuable time so that you can focus on your true passions like growing your business, having more family time or just having some time to relax and enjoy life.

This inspired me to establish The Bookkeeping Station. At The Bookkeeping Station we want to lend you a helping hand no matter where you are in your business journey.  We serve any size business from start ups to large companies.  If you are super organized, up to date on your bookkeeping and just want to free up some of your valuable time OR if you are super unorganized and have boxes of receipts that you need to catch up on and don’t know where to start OR maybe you are somewhere in between those two descriptions, we are here to help. Our mission is to be the light for you at the end of the dark bookkeeping tunnel. We want to take the bookkeeping, payroll and maybe even some other business responsibility burdens off your to-do list so you can use your valuable time to focus on other things. We have an incredible team and a network of experts that we are able to call upon to support all your business needs. We look forward to connecting with you to see if we are great fit for your business needs.



What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...

  • Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
  • Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
  • Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension. 

Bookkeeping Services

Here is a quick glance at all the things we can help you with!

Quickbooks Online Support

Catey is a Certified QuickBooks ProAdvisor.  If you don't already have a subscription, we can get your subscription at a discounted price and train you on the program.

Financial Reporting

We can handle all of your bookkeeping needs and issue tailored monthly financials to you!  

We can even invoice your clients and pay your bills!

Strategy Sessions

We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.

Payroll and Sales Tax Filing

Let us process payroll for your team and help keep you in compliance with the various federal and state agencies. We timely file your payroll tax reports.
We also offer sales tax report filing.

Income Tax Help

Our network of tax partners offer tax planning meetings and tax preparation for your business and personal tax returns.

Legal Needs

We can help you setup your LLC, incorporate your business or register you for any tax ID number you need. Or you can book a consultation with one of the business attorneys in our network of legal partners to see if your business is fully compliant. 

How do I get started?

It's easy! Just follow these 3 steps!

Sign up Below

This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts. 

We will review and reconcile your books and issue pristine financial reports every month delivered via email. 

Bonus ~ Back work for any previous month is offered at a discount for new clients!!!

***QBO subscription is required but we can walk you through that later

Access Membership Site

After you enroll in the basic bookkeeping package, you will get access to our on-boarding membership portal where you can then quickly and easily request additional services, such as strategy sessions, payroll or class tracking. 

This membership site also walks you through everything you need to do so we can get you on the right track to financial success! 

Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started. 

Kick Back and Relax

With our team at your fingertips, you no longer need to stress or worry about your businesses financial health. 

ENJOY running your business and lean on us when you need it!

Client Testimonial

Checkout what our awesome clients are saying...

small business bookkeeping
  • For businesses with up to $30,000 in monthly  revenue or expenses
    (whichever is greater).
  • Cash Basis Monthly Bookkeeping
  • Account Reconciliation of up to 4 accounts
  • Monthly Profit & Loss and Balance Sheet Reports 
  • Email Support
small-medium business bookkeeping
  • For businesses with $30,001 - $70,000 in monthly revenue or expenses
    (whichever is greater).
  • Cash Basis Monthly Bookkeeping
  • Account Reconciliation of up to 6 accounts
  • Monthly Profit & Loss and Balance Sheet Reports 
  • Email & Phone Support
Medium-LArge business bookkeeping
  • For businesses with $70,001 - $100,000 in monthly revenue or expenses
    (whichever is greater).
  • Cash Basis Monthly Bookkeeping
  • Account Reconciliation of up to 8 accounts
  • Monthly Profit & Loss and Balance Sheet Reports
  • Email & Phone Support
Large business bookkeeping
  • For businesses with $100,001 - $150,000 in monthly revenue or expenses
    (whichever is greater).
  • Cash Basis Monthly Bookkeeping
  • Account Reconciliation of up to 10 accounts
  • Monthly Profit & Loss and Balance Sheet Reports 
  • Email & Phone Support

For businesses with $150,001+ in monthly revenue or expenses
(whichever is greater), Please contact us for a free consultation.

Frequently asked questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll and sales tax filing. Monthly strategy sessions are also available for additional fees. 

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best. 

What qualifications does your team have?

Our team consists of Certified QuickBooks Pro-Advisors and experienced bookkeepers with over 10 years of experience. We all also belong to a large network of financial professionals including CPAs, so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our our efficiency high and our fees affordable.  

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Is Quickbooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We highly recommend signing up for Essentials or Plus to start. 

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site. 

Office located at: 13100 FM 149, Suite 108, Montgomery, TX 77316 
Phone: 936-449-0772
Email: info@thebookkeepingstation.com

Copyright © 2021 - The Bookkeeping Station. All Rights Reserved.