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About us

About Everholt & Co.

Everholt & Co. is a bookkeeping firm serving businesses across the US remotely, Texas-first. We clean up, catch up, and reconcile books, run monthly bookkeeping, and work inside QuickBooks. Each close is reviewed before you see it.

Our work ends at the books: returns, tax advice and audits stay with your CPA.

Quick answer

The dividing line is simple: if the job is getting the books right, it is ours; if it is a tax return, an audit or tax advice, it belongs to a CPA. That covers cleanup, catch-up, reconciliation, monthly closes and QuickBooks files, handled remotely for churches, nonprofits and small businesses.

How we work

Five principles we don't bend on.

Reviewed before delivery

Every close, P&L and balance sheet passes a documented check first; you and your CPA get the reviewed version.

Reconciled to source

Each account agrees with its bank, card or loan statement. Books that merely look plausible aren't the same as books that are right.

A fixed fee, agreed in writing

The price for the agreed scope is settled before work begins. No hourly meter: the invoice matches the figure you signed off.

Secure by default

Multi-factor authentication on each login we hold for your books, least-privilege access and no shared logins; your data is handled as carefully as our own.

Honest about scope

We keep books, we don't prepare tax returns, and we say so up front.

See how an engagement is run step by step, or the longer version of the reasoning on why Everholt.

What we are, and aren't

Being clear about this is itself the point.

A trustworthy firm tells you where its work stops. Here's ours, plainly.

What we are

A bookkeeping firm

Cleanup, catch-up, reconciliation, the monthly close, reporting, and advisory — the books your business runs on.

Working in your QuickBooks file

The work happens in your own QuickBooks file, Online or Desktop, so the file and its full history stay yours.

Remote, with your data secured

We serve businesses across the US remotely, Texas-first. Statements and files move by secure exchange, with multi-factor authentication on each login we hold for your books.

What we're not

A CPA firm

We keep your books CPA-ready and work alongside yours.

A tax preparer or auditor

We don't file income-tax returns, give tax advice, or perform audits — those stay with your CPA.

Intuit software support

Intuit handles QuickBooks billing, licences and product faults; our work is the books inside the file.

Credentials & company

The formal details.

Every engagement is reviewed by a Certified QuickBooks ProAdvisor. Credentials held: Intuit QuickBooks Certification Level 1, Intuit QuickBooks Certification Level 2, QuickBooks Online Payroll Certification, Client Advisory Services Foundations and Intuit Bookkeeping Certification. Verification available on request.

These are Intuit program credentials for working in QuickBooks. They are not tax or audit licenses, and we're not a CPA firm. What the QuickBooks ProAdvisor program is →

You can reach us at (832) 702-3325 or [email protected]. Full legal details are on our terms of use.

Work with us

Deciding whether to hand over your books?

Here is the honest next step — and what it costs, before you talk to anyone.

If your books are behind or messy, start with bookkeeping — cleanup, catch-up and a reconciled monthly close. If the trouble is the file itself, that is QuickBooks setup, cleanup and management. If you need the layer above — the monthly close, statements and reporting — that is operational accounting. Tax returns stay with your CPA.

What it costs is published. The fixed fee is agreed in writing once we've reviewed, at no charge, where your books actually stand — no hourly billing, no guesswork. See the pricing →

FAQ · Updated October 2026

The questions people ask before they trust us.

We keep books for businesses across the US, remotely and Texas-first: cleanup, catch-up, reconciliation and monthly bookkeeping, hands-on work in QuickBooks files (Online or Desktop), and operational advisory once the numbers are sound. Everything is done remotely, with multi-factor authentication on each login we hold for your books.
No. We keep the books and your CPA handles the taxes. Our job is records that are clean, reconciled and ready for your CPA, and we work alongside them at tax time. We do not file income-tax returns, give tax advice or perform audits.
Each close goes through a documented review first: every account is reconciled to its statement, then the profit and loss and the balance sheet are read against those balances before you or your CPA see them. Material fixes are written up so you can see exactly what changed.
Yes. There is multi-factor authentication on each login we hold for your books, accountant-only access and least-privilege controls. Nobody shares an admin login, no documents are emailed around in the clear, and the work happens in your own QuickBooks file with access you grant and can revoke at any time.
Yes — that's the intended arrangement: your CPA stays for taxes, we keep the books. We deliver reconciled, documented records and coordinate with your CPA at year-end, so their work starts from books that already tie out instead of books they must fix first. We don't file income-tax returns, give tax advice, or replace your CPA — we're the bookkeeping layer underneath.
Yes — Everholt serves businesses across the US remotely, Texas-first. Your books stay in your own QuickBooks file, so location doesn't affect the work. Documents are exchanged securely, and the free review and every engagement run the same way wherever you are.

More on how we work: how your engagement is run · why Everholt.

No pressure

Let's talk.

If this sounds like the firm you've been looking for, request a call. We'll go through the state of your books with you and say plainly whether we're the right fit.

A conversation, not a pitch Honest about fit Reviewed before delivery