About The Firm
Expert Financial Guidance
We provide expert financial guidance tailored to your unique needs:
- The firm is operated by a licensed CPA located in Salado, TX.
- The firm is a licensed public accounting firm.
- The firm is operating super lean, while we are scaling, without a physical location and supporting staff; providing a great opportunity for excellent rates.
Review the offered services below, then click the link and indicate your interest. If no offerings exactly describe your needs, indicate custom and we'll reach out to discuss.
Offered Services:
New Business Services:
Accounting Setup / Tune Up Services:
Accounting Setup / Tune Up Services:
One of my specialties is getting new businesses off the ground. I can help you pick how to organize your business and make a list of the steps necessary to get started. I can help you complete those steps and weigh your options as we go. We can explore a variety of other start up activities ranging from logos to software suites. There ar
One of my specialties is getting new businesses off the ground. I can help you pick how to organize your business and make a list of the steps necessary to get started. I can help you complete those steps and weigh your options as we go. We can explore a variety of other start up activities ranging from logos to software suites. There are relatively low-cost options to accomplish a wide variety of tasks. Many times, new businesses overspend for these services, let me help you realize the value for less.
Accounting Setup / Tune Up Services:
Accounting Setup / Tune Up Services:
Accounting Setup / Tune Up Services:
Setting up your accounting software including the chart of accounts and automating as many processes as possible can pay huge dividends in the long-term. It can greatly reduce the outside help needed to run your business and free you up to focus on the business rather than the accounting. I highly recommend QuickBooks online and would enjoy helping you setup or improve it.
Accounting Services:
Accounting Setup / Tune Up Services:
Accounting Services:
If you need some help keeping your books tight and would like an accountant to help keep your accounting software squared away, this service is for you. Keeping your records accurate and timely will provide excellent insights all year, and make end of year processes, and tax and audit time a breeze.
Non-profits are right up our alley in
If you need some help keeping your books tight and would like an accountant to help keep your accounting software squared away, this service is for you. Keeping your records accurate and timely will provide excellent insights all year, and make end of year processes, and tax and audit time a breeze.
Non-profits are right up our alley including production of quality financial statements boards can use for actionable information. You can be audit ready and in great shape.
Tax Consulting:
Business or Personal Tax Return Preparation:
Business or Personal Tax Return Preparation:
Do you have specific questions like: S-Corp or not? Take a salary or not? Pay my kids or not? or if you would like a CPA to review your situation and look for opportunities to maximize tax benefits, this service is for you.
Business or Personal Tax Return Preparation:
Business or Personal Tax Return Preparation:
Business or Personal Tax Return Preparation:
Do you need your tax return prepared? Are you tired of just turning in your supporting documents and writing a check? Let's work together. This service can include producing required year end forms like 1099s, and W2s.
Chief Financial Officer Services:
Business or Personal Tax Return Preparation:
Chief Financial Officer Services:
Do you need someone to take a look at the overall situation of your business and propose changes to strategy and processes to help drive growth? If so...this service is for you.
Controllership Services:
Controllership Services:
Controllership Services:
Do you need someone to assist with a variety of tasks for your business that include tasks outside of the accounting software? If so, inquire about this service.
Payroll Services:
Controllership Services:
Controllership Services:
Do you need someone to help get your employees paid?
