About Us

We are a team of Certified Public Accountants and QuickBooks Online Certified ProAdvisors dedicated to helping entrepreneurial and start-up business owners achieve financial clarity and success. Our expertise spans various industries, including e-commerce, real estate investment, and service-oriented businesses. With us, you’ll receive more than just bookkeeping—you’ll gain a trusted partner who helps you understand your financial data so you can make confident decisions.

For details, see www.AcctAdvisory.com
Email me at info@AcctAdvisory.com, Text at 713.823.8027

How We Got Started

Hi, I’m Jia. After more than a decade working with CPA firms and wealth management companies, I founded my company to change how bookkeeping and accounting services are delivered. Traditional hourly billing often limits the depth of client relationships and timely communication. By moving away from time-based billing, I can dedicate the attention and care each client deserves—building transparent, lasting partnerships focused on financial success.

Products & Services
Monthly Bookkeeping by The Bookkeeping Advisory Team LLC
We offer a fixed, reasonable monthly fee that includes unlimited support—so you never have to worry about unexpected charges or limits on questions...
Recommendations Given (66)
"I've had the opportunity to connect with Lindsay at Sailor Financial Solutions and have been..." Read more "I've had the opportunity to connect with Lindsay at Sailor Financial Solutions and have been impressed by her thoughtful, strategic approach to helping business owners better understand and use their financials. She clearly goes beyond just delivering reports and focuses on providing insights that support better decision-making. I would highly recommend connecting with her if you're looking for a financial partner who brings both clarity and strategy to your business."
"I had the pleasure of speaking with Simona and her husband, Kent, today, and it was truly an..." Read more "I had the pleasure of speaking with Simona and her husband, Kent, today, and it was truly an enjoyable conversation. They were warm, knowledgeable, and took the time to clearly explain how their health sharing plan works. What stood out to me was how thoughtfully they compared their plan with other options in the marketplace. Their MightyWell plan appears to offer several strong advantages, including no annual cap limit, no co-insurance, no set-up fee, preventive coverage and HSA eligibility. They also shared that their payment process is designed to be faster and more convenient than a traditional reimbursement model. Most importantly, Simona and Kent came across as people who genuinely care about helping families and business owners find better coverage as a better value. I appreciate the opportunity to connect with them and would be happy to recommend a conversation with Simona to anyone looking to explore alternatives for healthcare coverage."
Recent Activity

Jia from The Bookkeeping Advisory Team LLC Answered this on February 22, 2023
We use QuickBooks Online almost exclusively.  We are a QuickBooks Online Certified ProAdvisor. (more) We use QuickBooks Online almost exclusively.  We are a QuickBooks Online Certified ProAdvisor.

Jia from The Bookkeeping Advisory Team LLC Answered this on February 07, 2023
Responsiveness (more) Responsiveness