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State Sales Tax
Tax Planning and Consulting
Tax Preparation
Payroll Management
Business Set-Up Services



Our Full Charge Bookkeeping Package is designed to complete your daily financial record-keeping tasks as well as your month-end closing tasks, followed by preparation of your monthly financial reports and analysis of your business. We want you to feel confident that your accounting system accurately reflects your current situation so you can concentrate on running your business instead of spending your time on books. The steps involved with basic bookkeeping can be overwhelming depending on the size of your business and the number of transactions. We will manage your business finances and keep you on the right track.  Individual services also available.


* Accounts Payable

  • Input vendor invoices to payable system

  • Classify invoices to the proper G/L account    

  • Request and maintain vendor W-9 information

  • Maintain vendor master files

  • Respond to vendor inquiries about payment status

  • Retrieve copies of payments as necessary

  • Prepare and file required 1099 forms

  • Process requests for stop payments when necessary

  • Cut checks to vendors based on due dates or client instruction

  • Reconcile vendor statements to accounts payable ledger

  • Reporting to organization on detailed aged payables and cash requirements

  • Year end 1099 forms

  • Input vendor invoices to payable system (i.e., Quick Books)

  • Classify invoices to the proper G/L account

 * Accounts Receivable

  • Billings prepared as needed and mailed out (all billings provided to Client for approval prior to mailing)

  • Record and account for revenue

  • Input receivable transactions into the accounting system

  • Prepare and deliver periodic statements

  • Issue client-approved credit memos and refund checks

  • Maintain subsidiary receivables ledger

  • Process client-approved adjustments

  • Apply cash received to customer accounts and resolve “short pays”

  • Light phone collections as needed by client

  • Request client to photocopy front and back of cleared checks and provide to us

  • Request client to prepare deposit slips (provide to us) and make bank deposits

 * Cash Management 

  • Process daily sales and deposit reports

  • Verify daily deposits and report variances

  • Reconcile and verify credit card deposits

  • Reconcile monthly bank statements

State Sales Tax


We prepare Texas State Sales Tax returns. Any individual or company that offers services or sells products in the state of Texas is required to file a sales return.


Tax Planning and Consulting


Tax planning is a year-round process and we are available to consult with you to provide the necessary guidance. We recognize the fact that the legal complexity of the world today requires careful planning and that staying informed is the key to staying ahead, so we welcome your questions at any time of the year.


Tax Preparation


We can prepare tax returns for all 50 states as well as almost any type of Federal return that you may need to file. Our tax returns are handled with care and reviewed before they are presented to you for filing.


Payroll Management


Payroll management can be quite a challenge for the new business owner. There are many federal and state laws regulating what you have to track related to payroll. Failure to do so could result in heavy fines--or worse.  We take away the burden and ensure compliance and reliability.


Payroll Management services include:

  • Time cards, after approval, will be scanned and uploaded prior to payday 

  • Preparation of employee earnings statements complete with current pay period and year-to-date wages, taxes, and adjustments

  • Preparation of department summaries of month-to-date payroll data in addition to customized reports specific to Client

  • Preparations of timely and accurate notifications of tax liabilities and deposits

  • Complete Year end W-2 forms

  • Respond to requests for employee verifications

  • Process and submit garnishment payments

  • Respond to employee payroll inquiries

  • Preparation and file new hire reporting to state

  • Preparation, file, and pay all Federal, State, and local payroll taxes

  • Reconcile health insurance payments and make payroll deductions when required 

  • Preparation and process payroll accruals when necessary

Business Set-up Services Includes:

  • Research the business concept to make sure it's viable. This is a crucial step and deserves a significant investment of your time.

  • Choose the appropriate legal structure for the business: a sole proprietorship, a general or limited partnership, a corporation, or a limited liability company or partnership. The structure determines many tax and liability factors.

  • Obtain required federal, state and local licenses or permits and ID numbers.


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