We provide independent audit and assurance services designed to deliver clarity, transparency, and confidence in your financial information. Our services include Financial statement audits, reviews, compilation engagements, Proforma Financial Statements, as well as Agreed-Upon Procedures tailored to specific reporting needs in compliance with US GAAP and other statutory requirements.
Our business consulting and advisory services help organizations transform financial data into actionable insight. We support clients with budgeting and forecasting, designing Key Performance Indicators (KPIs) and dashboard, cash management, cost control, and internal process improvement. We also assist with staff training, development of financial SOPs, QuickBooks advisory, transaction modeling, and growth or expansion planning. Our goal is to strengthen decision-making by aligning financial strategy with operational execution.
Many growing businesses require CFO-level guidance without the cost of a full-time executive. Our Fractional CFO services provide senior-level financial leadership on a flexible basis, customized to your stage of growth. Services include periodic financial review meetings, cash flow and working capital management, budgeting and forecasting, profitability analysis, and cost structure review. We also support investor and lender reporting, capital structure advisory, strategic planning, KPI dashboards, oversight of accounting teams, and preparation for fundraising or bank financing.
Our Quality of Earnings engagements deliver clear insight into the sustainability and accuracy of reported earnings. In addition to our core QoE services, we offer optional enhancements such as buy-side analyses with normalized adjustments, sell-side preparation focused on maximizing valuation, working capital peg guidance, and pre-LOI financial reviews to support informed transaction decisions.
We provide comprehensive tax compliance and advisory services for individuals and businesses. Our practice includes preparation of Forms 1040, 1065, 1120, 1120-S, and 1120-H, as well as multi-state and local filings. Beyond compliance, we offer year-round tax planning, entity restructuring for tax efficiency.
Our bookkeeping services are designed to provide accurate, timely financial records that support reporting, compliance, and decision-making. We handle monthly reconciliations, accounts payable and receivable tracking, payroll journal entries, fixed asset ledgers, and preparation of balance sheet and profit-and-loss reports. We also prepare financials for lenders and immigration purposes, provide QuickBooks setup and training, and manage month-end close processes to ensure consistency and reliability.
Many clients come to us with bookkeeping that is behind, inaccurate, or incomplete. We specialize in financial record cleanup and accounting reconstruction to restore confidence in your numbers. Our cleanup services include correcting misclassified transactions, rebuilding balance sheets and income statements, resolving negative or incorrect balances, reconciling bank, credit card, and loan accounts, cleaning up equity and retained earnings, adjusting prior-year entries, removing duplicate transactions, and producing audit-ready financials. We also assist with system conversions or upgrades, including QuickBooks Online, Microsoft Great Plains, Microsoft Dynamics and other ERPs
We help businesses establish the right legal and tax structure from the start. Our services include formation of LLCs, S-Corporations, C-Corporations, and partnerships; getting EIN and IRS; S-Corporation elections; etc. We also draft CPA-prepared operating and partnership agreements, assist with ownership restructuring, and set up startup compliance frameworks to ensure your entity is properly structured from day one.
We issue a wide range of CPA letters and certifications for financial institutions, investors, government agencies, and immigration purposes. These include income and self-employment verification letters for mortgage lenders; profitability and cash flow verification for banks; statements of financial condition; accredited investor and qualified client certifications under SEC rules; licensing and tax compliance confirmations for state agencies; and E-2–related letters covering investment summaries, net worth verification, and business ownership. All letters are issued by a licensed Texas CPA in accordance with applicable professional standards.
E-2 investors require professionally prepared business plans that clearly demonstrate investment details, financial viability, job creation, and operational strategy. As a licensed CPA, we prepare USCIS- and consulate-ready E-2 business plans supported by detailed financial modeling. Each plan includes an executive summary, ownership structure, investment breakdown and source of funds, market and industry analysis, organizational charts, staffing plans, five-year CPA-prepared financial projections, cash flow and break-even analyses, job creation plans, startup budgets, growth strategies, risk and sensitivity analysis, and supporting CPA letters when required. Our E-2 business plans are ideal for new ventures, acquisitions, franchises, and multi-location expansions.