Looking for a CPA in Huntsville? Meet the Tax CFO alternative.

Most owners who go looking for a CPA in Huntsville want their books kept, payroll set up right and a tax return done right, and we're the Tax CFO alternative that covers all three. With us, you also get a monthly match to your bank, financial statements, and reports you can hand to a partner without explaining them. Because we do this during the year, there's still time before December to decide how much to pay yourself and whether to make a big purchase this year.

Your bank feed suggests a category for each transaction, and a person on our team checks every one. A month is finished when your books match the ending balance on your bank statement and we've explained every difference. Until then, that month isn't ready for your tax return.

We set up payroll with you on a provider you'll keep using. Once the first payday works, you run payroll yourself. We keep your owner pay separate from business expenses, so there's no confusion in December about what was a draw and what was a cost.

If you're behind, we clean up each past month until it matches the bank. We keep the current month sorted and matched too, and you can read it on your phone. Before December, you can still decide on owner pay, a retirement contribution, and whether to make a big purchase this year.

On our first call, we find the oldest month that doesn't match the bank, and that's where we start. Tell us the last month you think is right and how many months come after it. If catching up isn't what you need, we'll tell you before you sign anything.

Some vendors and contractors will need a 1099 form after the year ends. We keep each one's name, address and total paid up to date during the year, so January isn't a scramble. It's much easier to fix a vendor's details in June than in January.

Some lenders ask for a report signed by a CPA, such as an audit, a review or a compilation. If yours has, tell us on the first call. We don't sign those reports, and our disclosures page explains why. We can still get your books in order, so the CPA who signs starts with months that match the bank.

A lender's request doesn't change what we do. We don't promise refunds, and we don't make loans. Our work is your monthly books, your financial statements, payroll setup and your tax return. A polished report built on books that don't match the bank won't hold up when a lender asks questions. A simple report built on matched books will.

We're based in Dallas and work with Huntsville owners by video call, with shared access to your books and an online calendar. We don't have an office in Huntsville, and your books still get done on time each month. We're all Texans, and a video call saves you the drive.

When you move money between two of your business accounts, we record it as a transfer on both sides, because it isn't income. If the feed shows the same deposit twice, we remove the extra copy and let you know. The month is finished when your books and your bank statement show the same numbers.

If you and a partner track the business by location or by job, we can set up categories for each one, called classes. We only add them if you'll use them. Extra labels that nobody reads just clutter your reports. A class you ask about in October is worth keeping.

At year end, once every month is finished, we roll your owner pay, draws and the year's profit into your equity accounts. We don't guess at those numbers while the year is still open. If you want to talk about them before December, your books need to be up to date first.

Do you run payroll for me?

No. We set up payroll with you on a provider you choose. After the first payday works, you run each payday yourself, and we keep the books in step with it.

Can you help if my books are months behind?

Yes. We catch up one month at a time, starting with the oldest, while we keep the current month up to date. Tell us the last month you think is right, and we'll tell you how long the catch-up should take.

What kinds of businesses is this for?

It fits small businesses whose sales rise and fall with the school year. That includes shops, cafes and restaurants, short-term rentals, and service businesses that work with students, staff and families.

What does it cost?

The first call is free. If you hire us, we write down the months, the work and the fee in a scope, and paid work starts only after we both sign it.