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Fort Worth, TX
BUSINESS SERVICES
Our suite of business services empowers owners to leverage their financial data to make informed decisions. Through our three-pronged approach—bookkeeping, tax, and advisory—we emphasize strategy over regular compliance work to maximize value.
As the world shifts towards efficiencies, we help business owners to offload their back-office tasks and develop streamlined solutions. Ultimately, our goal is to help you focus on what matters most.
OUR APPROACH
ONE-ON-ONE SUPPORT
You get a dedicated CPA so that you have a direct communication line to get your questions answered.
UNDERSTANDING & INSIGHT
Let's talk through your financial data so that you can understand and can make decisions quickly and efficiently.
STRESS-LESS TAX SEASON
Year-round meetings and constant communication means that we are always in coordination.
LEVRAGED BACK OFFICE SUPPORT
We focus on leveraging systems and processes to streamline your back-office so that we can be in the forefront with you.
BOOKKEEPING SERVICES
Account Reconciliations
Transaction Entry
A/R & A/P Management
Accounting Reviews
Project Profitability
Monthly Reporting
Payroll Processing
Catch-Up Bookkeeping
TAX SERVICES
Business Income Tax Preparation
Owner Income Tax Preparation
Owner Income Tax Estimation
TX Franchise Tax Filing & Reporting
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TX Sales Tax Filing & Reporting
Catch-Up Business Tax Filings
ADVISORY SERVICES
Business Tax Structure Optimization
Owner Personal Financial Planning
Cash Flow Optimization & Forecasting
Tax Strategy
Growth Strategy
​Processes Integration
CONSULT-TO-PROPOSAL
1
SCHEDULE CONSULT
Let's set up a time for us to meet and discuss where your needs and our services align.
2
DISCOVERY
During our call, we will see what services best fit what you are looking for.
3
PROPOSAL
After our call, we will put together a tailored proposal based on the amount of hours required for the services needed.
4
LAUNCH
After proposal review and acceptance, we will move forward and develop a launch gameplan.
EXAMPLES OF INDUSTRIES SERVED:
 Homebuilders |  General Construction |  Medical Providers |
|---|---|---|
 Landscaping |  Food Service |