Services

Monthly Bookkeeping

Transaction categorization, bank and credit card reconciliation, and clean monthly financial statements - so you always know where the business stands.

Tax Preparation

Individual and small-business tax returns prepared with the same attention to detail as the books behind them.

Financial Admin Support

Budgeting, reporting, and back-office organization drawn from a background managing public-sector finances - brought down to the scale of a small business.

Fractional CFO Services

Ongoing financial strategy and decision support - budgeting, forecasting, and reporting - at a fraction of the cost of a full-time CFO. Learn more →

Sales Tax Returns (TX & NM)

Monthly sales tax filings for Texas and New Mexico, so deadlines never slip and your business stays in good standing.

Payroll Tax & W-2/941 Preparation

Payroll tax filings, W-2s, and quarterly 941s prepared accurately and on time.

Industries I serve: see how I work with construction and trades, trucking and logistics, professional services, and nonprofit clients, including the Texas and New Mexico tax rules that apply to each.