Courtney A. Redd, CPA

💡 Fraud Happens When You're Not Looking - Bookkeeping Tip for Business Owners:
The single best way to spot red flags early — or prevent fraud altogether — is by regularly importing and reviewing your bank transactions.

This might sound like a small task, but it’s one of the most important habits you can develop for the health of your business. When your books are current and accurate, you have a clear picture of your cash flow, spending, and profitability — and you’re in a much better position to make smart decisions.

But there’s another reason this matters — fraud prevention.
During my time as a forensic accountant, I investigated countless cases of fraud and theft. And time after time, I saw the same thing: the fraud could have been easily caught — or avoided entirely — if the business owner had been checking their financial records regularly.

📌 The more people who have access to your bank accounts, credit cards, or bookkeeping system, the more important this becomes. Keeping your books up to date isn’t just good business — it’s protection.

If bookkeeping is something you’ve been meaning to catch up on, or if you’re not even sure where to start, I’m here to help. I’m a CPA and a small business owner myself — I get it!

👋 Hi friends! I wanted to take a moment to introduce myself — I'm Courtney Redd, a CPA licensed in Texas for nearly 20 years. My background includes 9 years of experience at Ernst & Young (EY) and as a Forensic Accountant with the FBI, where I developed a sharp eye for detail and a passion for helping others navigate complex financial situations.

But I'm not just an accountant — I’m also a small business owner myself, running Dryer Vent Wizard of Katy, a home services business that focuses exclusively on dryer vent cleaning, installation, and repair.

Running my own business has given me a deep appreciation for the hustle and juggling act that comes with entrepreneurship. I understand how things like sales, operations, and just keeping up with the day-to-day often take priority, and how bookkeeping and taxes can quickly fall to the bottom of the list.

That’s where I come in. I offer bookkeeping, tax preparation, and financial guidance — especially tailored for small business owners who want to feel more confident and in control of their finances (without adding more to their plate).

If you're a small business owner and you're feeling behind or overwhelmed by the financial side of things, feel free to reach out — I’d love to help! 📊✨

📌 Small Business Tip: Stay on top of your bookkeeping with a simple weekly routine

If you're a small business owner, it's easy for bookkeeping to get buried under everything else on your plate. But here's one habit that makes a big difference:

👉 Set aside 30–60 minutes each week to update your records.

Use that time to:
- Reconcile your bank and credit card transactions
- Categorize your income and expenses
- Save receipts or invoices
- Review what’s coming in and going out

Think of it like a financial check-in — the same way you'd track your fitness or project progress. A little consistency each week can help you avoid stress at tax time and make smarter decisions all year long.

⏰ Pro tip: Put it on your calendar like a meeting — and don’t skip it!