Book your free books & tax review. Know where you stand.
Tell us a little about your business. We'll look at your books and last year's return, then send you a one-page summary of what's working, what's broken and what to fix first.
A one-page written summaryWhat's working, what's broken and what to fix first.
Reviewed by a licensed CPATexas & Illinois CPA since 2014, trained as an auditor.
No obligation, everKeep the summary whether you hire us or not.
What your free review covers.
One pageFrom this form to clean books in four steps.
You'll know what's wrong, what it costs to fix and what you get before you commit to anything.
This formBook Your Free Review.
Fill out this form, then meet by video call. We look through your books and last year's return.
FreeGet Your One-Page Summary.
What's working, what's broken and what to fix first, in plain English. Yours to keep.
No hourly billingGet Your Plan and Price.
A clear flat-rate proposal through our secure client portal. You'll see exactly what's included before you sign.
OngoingSettle Into a Monthly Rhythm.
Books reviewed every month, taxes checked every quarter and planned before December 31.
A CPA's eye on your books. Before you spend a dime.
Share QuickBooks access or last year's return. We review it the way an auditor would, then put what we find on one page you can actually use, whether you hire us or not.
Your booksAre accounts reconciled? Are transactions in the right place? Is anything missing or doubled up?
Last year's returnDid it line up with your books? Were there deductions or estimate issues worth fixing?
How your books are set upDoes your chart of accounts show how your business actually earns, or just the software defaults?
What to fix firstA clear, ordered list so you know exactly where to start, with us or without us.Rather talk first? We'd love that.
Based in McKinney, TX and serving owners across DFW and nationwide.
Before you book. Quick answers.
We look at your books and last year's return, then send you a one-page summary of what's working, what's broken and what to fix first. There's no obligation.
Two minutes here. A clear picture of your books.
Share QuickBooks access or last year's return, and you'll get a one-page summary of what we find.
Serving McKinney and DFW