QuickBooks ProAdvisor • Local to Bay City & Houston • Remote across the U.S.
QuickBooks ProAdvisor • Local to Bay City & Houston • Remote across the U.S.
Helping Texas small businesses save time, reduce stress, and stay financially confident with accurate books, clear reports, and secure cloud workflows.
Thank you for reading this post, don't forget to subscribe!We started Coastal Bookkeeping Services to give owners a calm, consistent back office. As QuickBooks ProAdvisors with deep IT experience, we pair clean, audit-ready books with secure, cloud-first systems. From Bay City and Houston to clients across the U.S., we deliver accurate categorization, timely reconciliations, and month-end closes your CPA will love—without the jargon.
| Value | What It Means for You |
|---|---|
| Accuracy | We reconcile, document, and review so your reports tell the truth and your CPA can move fast. |
| Trust | Family-owned, responsive, and confidential. Your financial data stays protected and organized. |
| Simplicity | Clear reports, predictable routines, and one point of contact—no guesswork. |
Stephanie Lichenstein
Owner & Manager
With over 25 years of combined experience in office administration, education, and notary services, Stephanie brings professionalism, care, and precision to every client interaction. As Owner & Administrative Manager of Coastal Bookkeeping Services, she ensures clients feel confident their bookkeeping and organizational needs are handled with accuracy and support. Known for her strong communication skills, empathy, and problem-solving, she excels in managing multiple responsibilities while maintaining confidentiality and professionalism. Outside of work, Stephanie enjoys hosting family gatherings, cooking, gardening, traveling, reading, and exploring live music. She also volunteers with the Houston Livestock Show and Rodeo, finding joy in giving back to her community.
John Lichenstein
Practice Manager
John is a QuickBooks ProAdvisor with expertise in bookkeeping and payroll management. With over 15 years of experience in IT Managed Services, he brings a unique technical background that ensures clients benefit from secure, reliable, and cloud-ready bookkeeping systems. His combined expertise in technology and finance makes him especially skilled at helping businesses transition smoothly to digital accounting. Outside of work, John enjoys fishing along the Texas coast, gardening, traveling, and tackling home improvement projects. Known by friends and clients as an all-around great guy, John brings the same approachable, hands-on attitude to his personal life as he does to helping businesses succeed.
Accuracy: Clean categorization, reconciliations, and a dependable month-end close—books your CPA will love.
Trust: Family-owned, responsive, and transparent. We keep you informed and your data protected.
Simplicity: Clear reports, predictable routines, and one point of contact. No guesswork.
Pick a time that works for you—we’ll review your goals, systems, and timeline, then recommend next steps tailored to your business.
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