Carrollton Business Tax Accountant
Book a free 30-minute consultation with one of our tax professionals.
What We Offer
Build a custom monthly plan and only pay for the services you truly need.
Bookkeeping
We reconcile every account, produce clear financial statements, and clean up any past-period records that need catching up.
Tax Planning & Filing
Our CPA partner calculates your tax liability, captures every deduction, and submits all federal and state returns right on schedule.
Payroll Management
Every pay period, we run payroll, withhold and remit taxes, and make sure each employee is paid accurately and on time.
Sales Tax Filing
Stay compliant in every jurisdiction. We track nexus, prepare the returns, and file them well before the deadline.
Bill Pay & Invoicing
From issuing invoices to scheduling vendor payments, we keep cash moving smoothly and your payables organized.
Fractional CFO
Financial leadership on demand. Get rolling forecasts, cash-flow modeling, and data-driven guidance without hiring a full-time CFO.
Who We Serve
Accurate books matter at every stage and in every industry. Below are just a few of the client types we support.
Solo & Small Businesses
Our goal is to give you back 10-15 hours of your time every month. We handle the books so you can focus on running and growing your business.
Growing Businesses
Small errors can become major problems as you scale. We act as a second set of expert eyes on your finances to help prevent costly mistakes.
Professional Services
We help manage the financial complexity of your client work, giving you an accurate and clear picture of your project costs.
Contractors & Trades
Understand the true cost of every project is key. Our job costing and subcontractor analysis shows you where your profit is made.
Healthcare Practices
Focus on your patients, not your paperwork. We specialize in tracking complex healthcare revenue to give you a clear view of your practice's finances.
Real Estate Investors
We provide property-by-property reporting so you can easily see your cash flow and true return on investment.
Retail & E-commerce
We help you manage inventory costs, sales tax compliance, and the complexities of point-of-sale or online payment systems.
Hospitality
We understand the industry's unique challenges, from managing food and labor costs to tracking daily cash flow and tips.
How It Works
We believe in a simple process meant to get your books in perfect order and keep them that way month-to-month.
Discovery Call
Understanding Your Business
It all starts with a simple conversation. We learn about your business, its specific challenges, and your financial goals to determine the exact level of service you need for success.
Onboarding
Seamless Setup
Once we agree on a plan, we make getting started simple. We'll send a clear engagement letter and securely gather the necessary access to your financial accounts and software.
Initial Clean Up
Building Your Foundation
If your books are behind, our first major task is a thorough clean-up. We organize past transactions and reconcile all accounts to establish an accurate financial baseline for the future.
Ongoing Work
Consistent Bookkeeping
With your books in order, we begin our simple monthly rhythm. We handle all month-to-month bookkeeping, deliver clear reports, and support you as your business needs change.
What You Gain
Your finances should be a tool for growth, not a chore that drains your time. Our entire service is built around making that a reality for your business.
More Time for Your Business
The hours you used to spend on data entry are now yours again. Reinvest that time into serving your customers and improving your craft.
Confidence in Your Decisions
You'll have clear financial reports that answer your key questions. Get the hard data you need to stop guessing and plan your moves with confidence.
What We Stand For
We believe financial data is useless if it isn’t simple to understand. Our job is to be more than just historians for your money, it’s to provide the insights that help you build your future. We stand for giving you complete control over your numbers so you can grow your business with confidence.
Ready to Turn Your Bookkeeping Into a Tool for Growth?
Schedule a free call today. We’ll discuss your business needs and the process for making your books accurate and useful.
