Services

Everything an owner needs from a finance team.

We work in three lanes. Most clients start in one and grow into all three as the business does.

01 — Monthly

Bookkeeping

Your books, kept current and closed every month. We categorize transactions, reconcile every account, and deliver financials you can actually read — so you're never reconstructing a year of activity the week before a deadline.

  • Monthly close delivered within 5 business days
  • Bank, credit card, and loan reconciliation
  • Accounts payable & receivable tracking
  • Cash and accrual financial statements
  • Clean handoff to tax — no scramble in April
02 — Seasonal & year-round

Tax Preparation

Federal and Texas filings prepared, reviewed, and filed on time. Because we keep the books, we walk into tax season already knowing your numbers — and we plan for it all year, not just in Q4.

  • Business returns (S-corp, partnership, LLC)
  • Owner and individual returns
  • Quarterly estimated payments
  • Year-round tax planning & entity structuring
  • Texas franchise tax & sales tax filings
03 — Advisory

Client Accounting Services

The outsourced finance function for businesses that have outgrown spreadsheets but aren't ready for a full-time CFO. We give you the numbers and the read on them — what's working, what's tightening, and what to do next.

  • Cash-flow and runway reporting
  • Budget vs. actuals, monthly
  • KPI and unit-economics dashboards
  • Operator-level advisory and review calls
  • Lender- and investor-ready reporting packages

Not sure where you fit?

Most owners aren't. Book a call and we'll tell you which lane to start in — and which ones you don't need yet.