Let's talk about your numbers.

We serve clients in-person across Dallas-Fort Worth and remotely throughout Texas and the United States. Cloud accounting makes distance a non-issue — we have clients in Austin, Houston, and several other states.

A bookkeeper records transactions accurately. A CPA interprets those records for tax strategy, compliance, and financial decision-making. We provide both — Penny handles daily books; Alison provides CPA-level advisory. You get the full stack without coordinating two firms.

Think of it as part-time financial leadership. We build forecasts, monitor KPIs, prepare board packages, manage banking relationships, and advise on hiring, pricing, and capital decisions — without the six-figure salary. You get a dedicated CFO who knows your business, not a call center.

A 30-minute conversation (phone or video) where we learn about your business, review your current financial picture, and outline exactly how we'd help. No obligation, no pressure. You leave with a written Financial Health Snapshot and clear next steps.

Absolutely. We regularly collaborate with estate attorneys, wealth advisors, and bankers. Coordinated advice produces better outcomes — your tax strategy should talk to your estate plan, and your cash-flow plan should talk to your investment policy.

We're QuickBooks Online ProAdvisors and also work with Xero, NetSuite, and other cloud platforms. We'll recommend what fits your complexity and migrate you smoothly. You own your file — we just steward it.

Yes. As a CPA and CEPA, Alison is bound by the AICPA Code of Professional Conduct and the Exit Planning Institute's fiduciary standard. We don't sell products. We don't take commissions. Our only compensation is the fee you pay us.