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Accounting
Monthly and Year-End Financial Close
QuickBooks Implementation & Optimization
Monthly and Year-End Financial Close
Performing timely month-end and year-end closes, including bank and credit card reconciliations, accrual adjustments, and closing entries.
Bookkeeping & Transaction Management
QuickBooks Implementation & Optimization
Monthly and Year-End Financial Close
Day-to-day recording, classification, and maintenance of financial transactions using cloud-based or desktop accounting software.
QuickBooks Implementation & Optimization
QuickBooks Implementation & Optimization
QuickBooks Implementation & Optimization
Setup, customization, cleanup, and ongoing optimization of QuickBooks Online/Desktop, Xero, or other platforms (chart of accounts, rules, integrations).
Catch-Up & Cleanup Bookkeeping
Preparation of Financial Statements
QuickBooks Implementation & Optimization
Resolving historical backlogs, correcting errors, and bringing records current for new clients or neglected books.
Preparation of Financial Statements
Preparation of Financial Statements
Preparation of Financial Statements
Compiling accurate Profit & Loss statements, Balance Sheets, Cash Flow statements, and custom management reports.
Payroll Processing & Compliance
Preparation of Financial Statements
Preparation of Financial Statements
Full payroll services including W-2 employee processing, tax withholdings, direct deposits, year-end W-2/1099 preparation, and compliance with federal/state regulations.
Facing Accounting Challenges?
Facing Accounting Challenges?
Facing Accounting Challenges?
If you're dealing with disorganized books, payroll complications, backlogs, or just need reliable financial clarity without the stress, we're here to help.
As your local CPA in Prosper and Frisco, We specialize in fixing these issues quickly and accurately.
Tax
Individual and Business Tax Return Preparation
Quarterly Estimated Tax Calculations & Payments
Quarterly Estimated Tax Calculations & Payments
Accurate preparation and e-filing of federal and state income tax returns (Form 1040, Schedule C, Form 1120S, 1065, 1120, etc.) for individuals, sole proprietors, partnerships, S corporations, C corporations, and small LLCs
Quarterly Estimated Tax Calculations & Payments
Quarterly Estimated Tax Calculations & Payments
Quarterly Estimated Tax Calculations & Payments
Computing and advising on quarterly estimated tax payments to avoid underpayment penalties, with guidance for self-employed individuals and small business owners.
Year-Round Tax Planning & Strategy
Quarterly Estimated Tax Calculations & Payments
IRS & State Notice Resolution & Representation
Ongoing advice to minimize current and future tax liability through deductions, credits, retirement contributions, entity structuring, and timing of income/expenses.
IRS & State Notice Resolution & Representation
IRS & State Notice Resolution & Representation
IRS & State Notice Resolution & Representation
Handling correspondence, audits, collections, installment agreements, penalty abatement, and full representation before the IRS or state tax authorities.
Entity Selection & Business Structure Advice
IRS & State Notice Resolution & Representation
Entity Selection & Business Structure Advice
Guidance on choosing the optimal tax entity (Sole Prop, LLC, S-Corp, C-Corp) and assisting with formation-related tax implications.
Extension Preparation & Filing
IRS & State Notice Resolution & Representation
Entity Selection & Business Structure Advice
Timely filing of extensions (Form 4868, 7004) with estimated payments to maintain compliance while allowing more time for accurate returns.
Struggling with Taxes?
Struggling with Taxes?
Struggling with Taxes?
Overwhelmed by tax deadlines, dealing with complex returns, facing IRS or state notices, underpaying estimates, or simply want to minimize your tax burden legally?
We're here to help. As your trusted CPA in Prosper and Frisco, we provide year-round planning and expert support to give you peace of mind and real savings.
Advisory
Carve-Out Planning & Execution
Complex Accounting & Financial Reporting Guidance
IPO Readiness & Capital Raising Guidance
Personally led two carve-out transactions each exceeding $1 billion at KPMG, overseeing all aspects from financial preparation and purchase accounting (ASC 805 compliance, fair value allocations, goodwill calculations) to close collaboration with financial due diligence teams, buyers, and stakeholders, ensuring accurate purchase pricing and seamless business separation with minimal disruption.
IPO Readiness & Capital Raising Guidance
Complex Accounting & Financial Reporting Guidance
IPO Readiness & Capital Raising Guidance
Specialize in end-to-end IPO transactions for U.S. corporations with passive investors. I provided comprehensive strategic and technical accounting support to successfully guide one such company from initial incorporation through a full public offering that raised over $300 million in common stock.
Complex Accounting & Financial Reporting Guidance
Complex Accounting & Financial Reporting Guidance
Complex Accounting & Financial Reporting Guidance
Expert assistance on intricate accounting issues, including purchase accounting, fair value allocations, goodwill impairment, complex revenue recognition, and consolidation for growing businesses and special-purpose entities.
Business Consulting
ERP Implementation & Optimization
Complex Accounting & Financial Reporting Guidance
Our business consulting services help you improve your business operations and increase profitability. We offer customized solutions tailored to your specific business needs.
ERP Implementation & Optimization
ERP Implementation & Optimization
ERP Implementation & Optimization
- Blackline Certified Professional in Matching, Task Management, and Account Reconciliation.
- QuickBooks/SAP implementation and optimization, including chart of accounts setup, custom rules, integrations, and migration from legacy systems
Need Advisory Help?
ERP Implementation & Optimization
ERP Implementation & Optimization
If your business needs help with accounting, tax, advisory, or ERP implementation, please reach out.
Audit & Assurance Services
Compilation of Financial Statements
Compilation of Financial Statements
Compilation of Financial Statements
Assembling client-provided financial data into structured financial statements (e.g., balance sheet, income statement, cash flow) in accordance with GAAP or other frameworks, without performing verification procedures or expressing any assurance on accuracy.
Review of Financial Statements
Compilation of Financial Statements
Compilation of Financial Statements
Performing limited analytical procedures and inquiries to provide limited (negative) assurance that financial statements are free of material misstatements; more rigorous than a compilation but less extensive than an audit.
Audit of Financial Statements
Audit of Financial Statements
Audit of Financial Statements
Led audit and assurance engagements for over 10 clients at Deloitte, managing full-scope annual financial statement audits and quarterly reviews under PCAOB, US GAAP, Investment Companies Guide, and AICPA standards.
Your Business Need Help?
Audit of Financial Statements
Audit of Financial Statements
If your business needs help with accounting, tax, advisory, or ERP implementation, please reach out.
What we need to get started
What we’ll ask for
To get started with your business setup, please provide your business name, entity type, and state(s). If applicable, include your QuickBooks access for efficient bookkeeping services. Additionally, we'll need the last two months of bank and credit card statements for bookkeeping, your prior-year tax preparation return, and any payroll provider information, if available.
📞 Contact Us Today
Book a 15-minute fit call and I’ll recommend the right scope
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