OUR SERVICES
Small Business Services
Every business over $1MM in revenue needs a professional managing their financial operations. You no longer need to hire someone as an employee to do this. You turn the financial operations of your business over to us. For one monthly payment (no payroll taxes, no insurance, no retirement benefits) your financial operation is now on solid ground.
We run your business from our office – This includes, but is not limited to, compliance work, managing your cash flow, and running budgets and projections. We also will handle risk management (insurance etc) and finding necessary capital for you. When handling tax compliance, since we are running your financial operations monthly we insure that taxes are continually minimized.
We will prepare the internal documents needed to protect against any long term financial risk. This includes managing risk on changes in ownership via death, new partners in or old partners leaving , marital changes and family succession.
Individual Services
We also do work around just individuals and their need for financial security. This includes filing tax returns but that is just the beginning. The tax return is a window into what an individual does and what they have. We take that info for the present but then ask the questions where they want to go. From there we develop retirement strategies, college education funding, proper choice of tax favored retirement plans, estate plan, long term health planning and possible development of other revenue streams.
Our Take On Customer Service
First and foremost – COMMUNICATE, COMMUNICATE and COMMUNICATE. We scope the project to determine what is needed, we then price the project and set a delivery date. SCOPE, PRICE AND DELIVER – all communicated in advance with clarity and making sure both we and you understand every nuance. COMPLETE TRANSPARENCY IS AN ABSOLUTE MUST ON BOTH OUR PARTS.
INDUSTRIES SERVED
Construction
Real Estate Development
Oil & Gas
Call Centers
Business Brokerage
Trucking
Plumbing
Drywall
Roofing
Insurance Brokerage
Retail & Wholesale
Physicians and Suppliers
Estates & Trust
Stock Brokerage
Technology
LEADERSHIP
Partner
Business valuations, optimizing company’s profitability, Assist with business structure and capitalization. Personal financial planning re: Individual tax strategies, retirement and estate needs
Partner, QuickBooks Pro Advisor
Information technology planning for small businesses, CFO consulting on contract basis for small businesses, Individual tax consulting and preparation.
EST. 2009
Accountants and Advisors Securing Your Future.
High level, personal services to small businesses and individuals.
- CONTACT US
- 400 West Main St 101 Round Rock, Texas 78664
- 512-217-4204
- OFFICE
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