Bookkeeping & Beyond, LLC
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2017
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not verified
- Software?
- QuickBooks
Who they say they serve: architects, dentists, environmental engineers, information technology, professional organizers (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bookkeeping & Beyond, LLC | home page | |
| Website | https://www.bkby.org/ | home page | |
| Office locality | Houston, TX | /contact | |
| Phone | +18322342542 | home page | |
| Offers bookkeeping | Documented: Bookkeeping & Beyond, LLC - Bookkeeping, QuickBooks & Management Skip to content Call Us Now (832)... | home page | |
| Catch-up / cleanup | Documented: Quickbooks (QB) QB Certified ProAdvisor on staff QB Chart of accounts QB Clean-up QB Conversions QB Setup QB Training | /services/small-business-services | 5 pts (max 5) |
| AP / AR | Documented: ...Business Services Bookkeeping In-House or Off-Site Bank & credit card reconciliation Bill payments Customer invoicing Data entry Financial statements General ledger review... | /services/small-business-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Located near Houston Heights neighborhood. Our Services Bookkeeping Quickbooks (QB) Payroll Business Management Read More About Our Services Your Personal Bookkeeping & Organizing... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Off-Site Bank & credit card reconciliation Bill payments Customer invoicing Data entry Financial statements General ledger review Quickbooks (QB) QB Certified ProAdvisor on staff... | /services/small-business-services | 6 pts (max 6) |
| Industries served (documented) | architects, dentists, environmental engineers, information technology, professional organizers, property management, real estate developers, recruiting agencies, tutoring firms, industrial ceramics, non-profits, salons and day spas, welding, yoga studios | /clients | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Named contact / team | Sandra O. Medrano, Founder and sole proprietor | /about-us | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: BOOKKEEPING & BEYOND, LLC · SOS file 0802785777 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2017-08-07 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 9 pages of the firm's own site on 2026-09-25 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched Xero's advisor directory for 'Bookkeeping & Beyond, LLC' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Bookkeeping & Beyond, LLC', 'BOOKKEEPING & BEYOND, LLC' in Houston, TX on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Local / remote model stated (0 pts, max 3); Active CPA firm or individual license (state board) (0 pts, max 8); What is included / excluded (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov) lists BOOKKEEPING & BEYOND, LLC (SOS file 0802785777), status Active franchise taxpayer, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2017-08-07 as the SOS charter date as recorded by the Texas Comptroller.
Data limitations
- 18 of 22 evidenced items come from Bookkeeping & Beyond, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.