Get back to doing what you love.

Dallas CPA. Dallas Accountant. We’re local and committed to economic growth.
Our team pro­vides cus­tom account­ing solu­tions to keep your hands off the books, and eyes on the future.

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Services

Whether you need help managing your business's finances, bookkeeping services, tax services, or making sound investment decisions, we have the business consulting expertise and experience to get the job done. We believe in personalized service which means building strong relationships with our clients. You can count on us to be there for you every step of the way. Let us take care of the numbers, so you can focus on what you do best.

Working With Us

We use the world’s top accounting tools to bring you powerful data that is relevant and on time.

Our Process

We provide timely and accurate financial information, allowing you to focus on your company’s core business activities, and operate more efficiently on a daily basis. Our accounting services include, but are not limited to:

  • Initial Meeting

    Because every business is unique, we want to understand your mission, goals, and expectations, showcasing how our team can fit into that equation.

  • Recommendation & Goals

    After completing a brief audit of your company, we will identify various pain points, and present a strategic path forward towards financial success.

  • Service Acceptance

    Before we begin our partnership, we will define a set of criteria to ensure our services and expectations our in line with your company’s goals and needs.

  • Kickoff

    Now the fun begins. As your newest team member we start with an in-depth kickoff meeting to review expectations and begin providing problem solving solutions.

  • Leave Everything to Us

    That’s it. Go back to doing what you do best, running your company with an eye on the future. We’ll help you get there.

Still Unsure?

The best accountants always make time for their clients. Our Team is happy to schedule a call to learn more about your needs and find a plan that’s right for you.

Schedule a call

By Numbers Blog

Accounting, bookkeeping, and tax tips to help you understand your small business finances.

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    Texas vs. California Taxes: Differences After Your Big Move

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