Small business CPA
A Katy CPA for small business owners who want clear numbers.
Monthly books, tax planning, and practical owner advice from the same CPA every cycle.
BEST FIT
Built for the work you actually need done.
- Owner-operated businesses that need cleaner books and tax planning
- Growing teams with payroll, contractors, sales tax, or multiple entities
- Service businesses, contractors, restaurants, professional practices, and real estate operators
- Owners who want fixed-fee scope instead of surprise hourly bills
WHAT'S INCLUDED
Monthly accounting
Bank reconciliations, categorization, close process, and useful financial statements.
Tax coordination
Entity returns, owner returns, estimated payments, and year-round planning.
Payroll and contractor support
Payroll coordination, 1099 preparation, and owner compensation review.
Owner advisory
Cash flow, margins, pricing, and operational finance questions.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
Do you work with new businesses?
Yes, if there is a clear plan for bookkeeping, tax setup, and owner responsibilities.
Do you replace my bookkeeper?
Sometimes. The firm can provide monthly bookkeeping directly or review work prepared by an internal or outside bookkeeper.
Can you help if my QuickBooks is messy?
Yes. Cleanup is scoped separately after reviewing the file and the business activity.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.