Certified public accountants · Colleyville, TX · since 2015
Your books, closed by the eighth. Every month.
Reconciled, categorized, and summarized in plain English by the 8th business day — or that month is free. Small-business accounting runs on one thing: a close date somebody actually keeps.
This month at the firm
The close board SAMPLE
Price the engagement first, then book — both take a minute. Run the estimator →
Services
Six services, kept orderly.
Bookkeeping & monthly close
Reconciled and categorized by the 8th, with a summary a human can read. The service everything else builds on.
Business tax
1120-S, 1065, Schedule C — cheap and calm when the books are clean, which is the point of the books.
Individual tax
Flat-fee returns from W-2 simple to K-1 complicated — quoted after a checklist, never hourly.
Payroll
Runs, filings, W-2s and 1099s — riding on top of your bookkeeping so nothing falls between firms.
Catch-up & cleanup
Months or years behind — quoted flat after a look, fixed in place, then onto the monthly close.
CFO advisory
Cash-flow forecasting and a monthly working session, for businesses ready to steer by numbers.
No phone tag
The fee tonight. The checklist tomorrow.
Ask anything, anytime
The assistant answers fee, deadline, and process questions instantly — including "I got an IRS letter, now what."
Real fees in 20 seconds
The estimator prices every engagement from the published schedule — by service, size, and how far behind you are. Run it →
Booked with a checklist
Every consult confirmation comes with a document checklist, so the meeting produces answers instead of homework. Book →
Reviews
4.9 stars · 174 businesses.
"Two years behind on the books and ashamed to call anyone. Dana quoted the cleanup flat, finished it in five weeks, and nobody lectured me once. The monthly summary is the first financial document I've ever actually read."
"Asked the website at 10pm what an S-corp return costs with clean books. Got a real range, booked a consult, and the confirmation came with a checklist. The invoice matched the estimator. I checked."
Know the fee before the handshake.
Pick the service and answer two questions — the honest range from our published schedule, before you ever sit down.