Services
The finance stack, without staffing a department.
Four lines of work. You can buy one. Most clients start with the close, then add tax, payroll, or a CFO retainer when the books can support it.
The close, every month
Bookkeeping
Monthly close, reconciliations, and reporting in QuickBooks or Xero — so tax, lending, and decisions start from numbers you trust.
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Planning, then filing
Tax
Federal and Texas filings for individuals, S-corps, partnerships, and fiduciaries — prepared by an Enrolled Agent with unlimited IRS representation rights.
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Decisions, not just reports
Fractional CFO
Fractional CFO and controller-level CAS for owners who need more than a bookkeeper and less than a $250k finance seat.
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People, pay, and AP
Payroll & CAS
Payroll, sales tax, bill pay, and controller-level CAS so the operating calendar lives in one place, with one partner.
Explore payroll & casReady to get the books off your desk?
A 30-minute call. We will tell you which plan fits — and what we would fix first.