No mystery, no discovery calls that go nowhere. Four steps, written scope, fixed fees and a findings memo you keep even if you walk away.
Thirty minutes on a call or in the office. You describe the business and the friction; we tell you honestly whether we’re the right fit and what it would cost.
We go inside the books: reconciliations, chart of accounts, prior filings and open exposure. You receive a written findings memo whether or not you engage us.
A scoped plan with owners, deadlines and price. Cleanup work is separated from ongoing work so you can see exactly what’s one-time and what’s monthly.
Books closed by the 10th, filings tracked to confirmation, and a quarterly review where we read the trends together and adjust.
Usually within a week of the consultation. Cleanup projects begin as soon as we have ledger access.
Read access to bank feeds and your accounting file, prior two tax returns, and one person who can answer questions.
No. Monthly engagements are 30-day rolling; project work is fixed scope and fixed fee.
Email and a secure portal for documents, plus a scheduled monthly call. Urgent items get a phone number, not a ticket.
Formal financial consulting practice added for pricing, lending and exit decisions.
Partner with a trusted Texas accounting studio that treats your
books like its own.
