A dedicated team of licensed bookkeeping, tax, and advisory professionals based in North Texas, serving small businesses, freelancers, and growing companies across the state — and clients outside Texas too. One dedicated accountant, flat-rate pricing, zero outsourcing.
Every line below is something a client told us before they switched. Here's the difference on both sides of the ledger.
Every service below is delivered directly by our team in Texas — never outsourced, never offshored.
We manage your entire Comptroller relationship — PIR filings, the $2.65M threshold, and multi-city sales tax nexus — so filings are accurate and audit-ready.
Clean, fully reconciled books and a monthly P&L you can actually use to make decisions — not just file away.
LLC, S-Corp, C-Corp, partnership, and individual returns — prepared and filed with proactive strategy to legally minimize what you owe.
Months — or years — behind? We untangle messy setups and unreconciled accounts and get you fully current, without judgment.
Payroll done right every pay period, plus quarterly filings and cash flow forecasts so payroll never catches you off guard.
Every plan is a flat monthly rate — not an hourly bill. Pick the starting point that sounds like your business; we'll fine-tune the exact price together on your free consultation.
For solo owners and freelancers who just need clean, current books.
For LLCs and S-Corps that need bookkeeping, payroll, and Texas compliance handled together.
For established or multi-entity businesses that want a proactive financial partner.
Not sure which plan fits? That's what the free consultation is for — tell us about your business on the quote form below and we'll recommend the right starting point, no pressure.
We evaluate your current bookkeeping, tax situation, and goals — and flag exactly where you're at risk.
We build your plan, clean up and organize your books, and set up streamlined systems going forward.
Monthly reporting, ongoing tax strategy, and year-round guidance — proactively, not just when you call.
Pick the plan that sounds closest to your business and tell us a bit more — we'll confirm your exact flat-rate price, free, with no obligation.
That's more common than you think, and it's exactly what our Catch-Up & Clean-Up service is built for. We'll assess where things stand, reconstruct and reconcile your records, and get you fully current and compliant — without judgment.
In most cases, businesses under the no-tax-due threshold still must file a Public Information Report (PIR) or Ownership Information Report annually, even if no tax is owed. Missing this can trigger penalties and forfeiture of your right to do business in Texas. We track your threshold status and handle every required filing.
You'll have a dedicated accountant and a simple, secure system for sharing documents. Expect a monthly reporting package — P&L, balance sheet, key insights — plus proactive check-ins, not just a once-a-year call.
North Texas is home base, and it's where we know the local rules best — but we work with small businesses, freelancers, and growing companies across all of Texas, and we also take on clients outside the state. Everything is handled remotely and securely, no matter where you're located. Texas-specific compliance work, like franchise tax filings, naturally applies to Texas-registered businesses, but our bookkeeping, federal tax, and advisory services aren't limited by state lines.
We use transparent, flat-rate monthly pricing — not hourly billing. We offer three straightforward plans (Foundation, Growth, and Full-Service Advisory) so you know roughly where you'll land before we ever talk, and we confirm your exact price on a free consultation. Either way, you'll always know what you're paying before we start, with no surprise invoices.
Yes. You're assigned a dedicated accountant who learns your business, rather than being routed to a different rep or call center each time you reach out.
No. We work within your existing software in most cases and simply take the day-to-day management off your plate, while making sure it's set up and reconciled correctly.
Absolutely. Most clients start with a free consultation specifically because they're not sure where to begin. We'll assess your situation and recommend a clear next step — no pressure.
Join Texas business owners who've traded spreadsheet stress for real financial clarity.
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