Accurate record-keeping is essential to a successful business, but can also be complicated and time consuming. We can help you with organization and day-to-day bookkeeping tasks so you can focus on your core business.

Virtual CFO

We aim to provide you with the financial and accounting experience that you need to grow your business. Our team has years of experience in executive financial management of large successful organizations and we can share that experience with you, allowing you to focus your efforts on the customer-facing aspects of your business.


We provide assistance in processing payroll and will prepare required quarterly and year-end payroll reports such as 940's, 941's and Texas Workforce Commission reports. We also prepare employee W-2's and 1099's for independent contractors. For those entities that prefer to outsource their payroll, we recommend using ADP or Paychex.

Bank and Credit Card Reconciliation

We will balance your month-end bank and credit card statements and help identify any process gaps that lead to non-standard reconciling items.

Fixed Assets

We can maintain your fixed asset register and calculate monthly depreciation for entry into the general ledger.

Chart of Accounts

Based on your type of business, we can help you establish a chart of accounts so your reports have all necessary information, and help you determine which account is best-suited for a particular transaction.

Month-end Close and Financial Statements

We can assist you with completing your month-end close and preparation of reports to monitor your company’s overall financial position, including the Profit and Loss Statement (also known as the Income Statement) and a Balance Sheet showing all assets and liabilities.

Sales and Use Tax Computation and Filing

We will calculate and prepare your sales and use tax forms so you can quickly and easily remit funds to the State Comptroller. 

Contact our ACCOUNTing specialists

For more information on our accounting and bookkeeping services, please Contact Us.