We architected three flat fee levels of CPA led support to meet your business exactly where it is plus guide you to where you want to be. Choose the framework that matches your current operational complexity.
Compliance Package
Designed for scaling firms requiring clean financial records plus reliable tax filings without ongoing advisory. We establish the systematic foundation required to satisfy regulatory requirements plus eliminate the stress of disconnected bookkeeping and tax providers.
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Advantage Package
A fully integrated, outsourced finance department for leaders who need numbers translated into decisions. We manage your daily ledger maintenance plus payroll reporting plus proactive tax engineering to erase the guesswork of growth with total certainty.
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Fractional CFO Package
High level financial strategy plus capital modeling tailored to private companies scaling toward a future exit or partner buy in. We act as a strategic extension of your leadership team to optimize profit margins plus maximize your enterprise valuation.
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If our monthly packages do not align with your current needs, or if your business requires a customized project scope, explore our full catalog below. From intensive accounting cleanups to direct IRS audit representation, we deliver targeted, professional solutions on an a la carte basis to eliminate the friction in your operations.
Replace the frustration of backlogged accounts with a systematic and CPA supervised process. We maintain clean tax ready records for your Houston growing business to provide a reliable foundation for all your strategic decisions.
Establish a professional accounting system from day one. We design your custom QuickBooks architecture plus train your team to maintain clean records that prevent future tax compliance issues.
Elevate your corporate strategy with boardroom-grade counsel. We provide strategic capital allocation, joint venture structuring, risk mitigation, and C-suite mentorship under DBA and CPA-led oversight.
Meticulous and integrated tax preparation that aligns your corporate filings with your individual returns. We eliminate transactional friction and deliver completely reconciled, audit-ready files.
Restore your forfeited business charter and protect your corporate status. We manage the entire Texas reinstatement process, from filing delinquent Comptroller reports to submitting SOS Form 801 under CPA-led oversight.
Outgrow your original business setup. We audit your current legal entities and tax classifications to design a sophisticated multi-entity blueprint that shields assets and maximizes tax savings under CPA-led oversight.
Meticulous and legally defensible business appraisals. We provide certified valuations for litigation, tax planning, shareholder buy-outs, and mergers under CVA and CPA-led oversight.
Eliminate the guesswork in your operations. We design predictive financial models and real-time dashboards that turn complex data into actionable intelligence, ensuring you always have the visibility needed to lead with confidence.
Build a scalable, buyer-ready enterprise and protect your life's work. We provide strategic transition modeling, EBITDA normalization, and advanced tax planning to maximize your net exit proceeds under CPA-led oversight.
Stop running your company in a financial fog. We provide a meticulous and forensic cleanup of your historical accounts to establish an audit ready foundation for your future growth.
Uncover hidden financial truths and protect your business assets. We provide meticulous forensic investigations and court admissible reporting to resolve partnership disputes, fraud suspicions, and legal matters.
Gain executive-level financial clarity and predictive insight your business needs to protect your margins. Our CFO-as-a-Service model delivers boardroom-grade intelligence and long-term capital strategy without the overhead of a full-time hire.
Protect your business and personal assets from intrusive IRS audits. We establish full Power of Attorney under CPA-led oversight, managing all communications, auditing your past-due filings, and defending your deductions with technical authority.
Launch your business on a bulletproof foundation. We provide strategic entity selection, S-Corp election modeling, and complete state and federal registrations under CPA-led oversight.
Resolve outstanding tax liabilities and settle your IRS debt for less than what you owe. We provide meticulous financial modeling, eligibility testing, and CPA-led representation to lift the dark cloud of tax debt under strict professional compliance.
Keep your business fully compliant and protect your enterprise from costly payroll penalties. We manage your regular tax filings plus compliance reporting with dedicated human support. Поле Tagline Text
Stay compliant with state authorities and protect your corporate standing. We manage your regular sales tax reporting, track multi-state nexus, and file your annual Texas franchise returns under CPA-led oversight.
Move beyond reactive filing. We architect year-round, evidence-based tax structures designed to legally minimize your liability and recover hidden capital for reinvestment into your growth.
Unsure which level of financial leadership your business needs right now?
