Reach out
Call (281) 436-7300 or request a consultation, and Dana takes the time to learn about your bookkeeping needs.
Boutique Bookkeeping · The Woodlands, TX
For business owners who feel buried in bookkeeping, who need a true professional in their corner, or who simply want to understand what their numbers are really telling them about their profitability.
The person behind your numbers
Most bookkeepers learn on the job. Dana learned at Deloitte, auditing Fortune 500 companies. You get that caliber of work on your small business.
With 18 years in accounting, Dana brings the kind of rigor that's usually reserved for the largest companies in the world to owner-operated businesses that deserve the same precision. She has also built, run, and sold several businesses of her own — so she reads your books the way an owner does, not just an accountant.
The financial statements Dana provides for her clients are better than some Fortune 500 companies I've seen. She's extremely meticulous and diligent — and as a business owner herself, she understands businesses in ways a lot of bookkeepers don't.
Boutique by design
The Bookkeeping HQ is a boutique practice. Dana personally handles every single client — there's no junior team, no hand-off, no call center. That's the whole point, and it's also why availability is limited by design.
She isn't actively taking on new clients. But if a business is the right fit, she'll make room for it.
Fortune-500-caliber bookkeeping, without the Fortune-500 price tag.
Dana has a background most firms charge premium rates for — yet she keeps pricing refreshingly accessible. Flat monthly rates. No surprises. No enterprise markup. Just clean, dependable books from someone who has audited the biggest companies in the world.
See if you're a fitHow it works
Straightforward from the first call. Here's exactly what working together looks like.
Call (281) 436-7300 or request a consultation, and Dana takes the time to learn about your bookkeeping needs.
She reviews your accounts in depth to set a realistic timeline and a flat one-time or monthly estimate — no guesswork.
No more stress about tax season. You always know exactly where your money is going, month after month.
Small businesses that hire a bookkeeper saw a 16% increase in profits. — according to a study by Xero
In their words
So many months our business was making money but we barely had any left over at the end of the month. Since we were so behind on our bookkeeping, we had no idea where the money was going. Dana got us caught up and helped us analyze our expenses month to month. We found where we were overspending. She helped make our business profitable again!Marissa W. Louisiana
As a real estate investor, it's important to be able to see our revenue and expenses by project. The level of detail Dana was able to provide in the P&Ls she gave us each month was invaluable. We were able to stop doing work that wasn't making us money and do more of the jobs that were.Fred S. Texas
My previous bookkeeper never had time to call and talk with me. Dana spent more time with me during our first call and asked me questions to get to know me and my business my prior bookkeeper never bothered to. It's been a night and day difference!Terry R. Louisiana
As a commercial lender I see financial statements for companies all the time. The ones Dana provides for her clients is better than some Fortune 500 companies I've seen. She's extremely meticulous and diligent in her work. Plus, as a business owner herself, she understands businesses in ways a lot of accountants/bookkeepers don't. Always confident in recommending her!Jonathan B. Texas
A tool she built
Over the years, Dana kept meeting solo business owners paying hundreds a month for full-service bookkeeping they didn't really need — straightforward books that simply didn't justify the cost.
So she built Clasifi: the same clean, categorized books, done in minutes for $39/month instead of hours for hundreds. For businesses that need a true partner, Dana still takes select full-service clients. For everyone else, there's now a tool she's genuinely proud to point them to.
Explore Clasifi — bookkeeping software for the self-employedGood to know
Still wondering about something? The fastest answer is a quick call. Book a free consultation →
We use a flat monthly rate. We'll talk about your specific business needs and figure out how we can best serve you.
We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely or can set up in-person meetings to help you better understand your bookkeeping. We use secure cloud-based software for easy document uploads and transfers.
We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as a Profit & Loss (P&L) and Balance Sheet.
We provide excellent customer service and are here to serve you. We can absolutely meet more often to fit your specific business needs.
We'll need your bank and/or credit card statements every month. We can set statements to sync automatically with QuickBooks so you can focus on your business while we handle the books — or you can send documents yourself. We use secure cloud-based software and email for delivery.
We deliver your financial reports by the 10th of every month so you can better plan for your business.
Don't worry about it. We can clean up messy transactions or inaccurate records from your past. We'll discuss the details for your specific situation.
Let's talk about it. We love innovation and constantly try new concepts — let's work together to optimize your business.
We also have a CPA to provide tax preparation, consulting, and strategy for your business.
Let's talk
No pressure, no jargon — just a conversation about your business and your books.
Fill out the form and Dana will get back to you personally. For the fastest response, book a time directly on Calendly or give the office a call.