What I Offer
Accounting services that work as hard as you do
Every service is designed around one goal: giving you the financial clarity and confidence to run your business without the stress.
Bookkeeping/QuickBooks
Clean books. No surprises.
Accurate, timely bookkeeping is the foundation of every healthy business. I handle your monthly reconciliations, categorize transactions, and maintain organized records so you always know exactly where your money is going.
Includes
- Monthly bank and credit card reconciliation
- Transaction categorization and coding
- Accounts payable and receivable tracking
- Payroll recording and reconciliation
- Year-end preparation and clean-up
Tax Planning & Compliance
Pay less. Stay compliant. Sleep better.
I work with you year-round — not just at tax time — to build proactive strategies that minimize your tax burden legally and keep you fully compliant with federal and Texas state requirements.
Includes
- Federal and state income tax preparation
- Year-round tax planning and strategy
- Quarterly estimated tax calculations
- Business entity structure optimization
- IRS correspondence and audit support
Financial Reporting
Numbers that tell the real story.
Monthly financial reports that translate your numbers into clear, actionable insights. I deliver statements you can actually understand — and use to make smarter decisions about your business.
Includes
- Monthly profit & loss statements
- Balance sheet preparation
- Cash flow analysis and forecasting
- Budget vs. actual variance reports
- Custom KPI dashboards for your industry
Business Advisory
A financial partner, not just a number-cruncher.
Beyond the books, I help you think strategically about your business. Whether you're planning for growth, evaluating a major purchase, or navigating a tough quarter, I'm in your corner with clear financial guidance.
Includes
- Cash flow management and planning
- Business growth and expansion analysis
- Profitability and pricing strategy
- New business setup and entity formation
- Financial due diligence for acquisitions
How It Works
Getting started is simple
Free Consultation
We start with a 30-minute call to understand your business, your current situation, and what you need most.
Custom Proposal
I put together a clear, tailored engagement plan with transparent pricing — no surprises, no hidden fees.
Onboarding
We get your accounts connected, records organized, and systems set up. I handle the heavy lifting.
Ongoing Partnership
Monthly reporting, proactive communication, and a CPA who actually picks up the phone when you call.
Not sure which service you need?
Most clients start with a free consultation. We'll figure out together what makes the most sense for your business right now.
Book a Free Consultation