CPA and Bookkeeping Huntsville AlternativeMeet Steven Palmieri and the team that keeps your booksHere's who you'll work with when you choose us, the Tax CFO alternative to a CPA in Huntsville.

A finished month matches your bank account, your credit cards and the bills you know about. We keep the categories simple on purpose. A partner should be able to see money in, money out and what's still unpaid without learning the software.

We prepare your financial statements after that match. Any report run before then is only a draft. We'll show you the draft if you want to see where things stand, but we won't call it finished.

We do all of this over video calls, with shared access to your books. On each call, the first thing we check is whether last month is finished.

Your books and your tax return stay with the same practice. The person who did your March books can still explain March when you call in July. You won't get someone reading your file for the first time.

A big firm can feel safe until the person you know is out and someone new has to learn your business from scratch. Before you hire anyone, ask who will answer when you call. If the answer is a phone queue, you'll spend your calls explaining things again.

When we say Tax CFO, we mean Steven Palmieri. He talks with you about owner pay from the fall through tax time, so the plan you make in October is still the plan when we file in March.

Steven Palmieri is a Tax CFO based in Dallas, Texas. As the Entrepreneur's CFO, he helps owners with the money decisions a CFO would handle at a bigger company, like how much to pay yourself, when to buy equipment and how to plan for taxes during the year.

His practice does four things for small businesses. It keeps your books and finishes each month against the bank. It sets up payroll on a provider you run. It prepares your business tax return. And it plans the year's tax decisions with you.

Huntsville owners work with the practice by video call. You share your books online, pick a time on the calendar and talk with the same team each month.

Send your bank activity and tell us the last month you think your books are right. Your books don't have to be perfect. Tell us how many months are behind, even if it's a lot.

Catching up the past months is what makes the current month accurate. We keep the current month on its own schedule while we catch up the rest. You can only make good decisions about owner pay or a big purchase before December if the older months are done.

If a deposit hit your bank in August for work you did in July, tell us. That happens a lot around move-in week. We'll record it in July, where it belongs, so it doesn't surprise you on your tax return.

Payroll runs on a provider you choose and use. We set up the account with you, check the pay items and make sure the first payday goes through. After that, you run payroll yourself.

You add new hires, pay raises and final paychecks in the provider yourself. If you hire students for the fall rush, you add them there too. Just let us know when those changes happen, so your books still match the bank.

If your payroll provider and your books show different amounts, we stop and find out which one is right. We never guess a payroll number to make a report look clean. Guessing is how a small mistake turns into a notice from a tax agency.

Reading this page doesn't make you a client, and sending a note only starts a conversation. Paid work starts after we both sign a written scope that lists the months we'll cover and the fee.

Sometimes the right answer is to wait, and we'll tell you that before we write a scope. Some businesses need a few weeks of catch-up. Some need one messy month fixed. Some need a CPA for a signed report, which we don't provide. We'll tell you which one fits your business first.

You can read common questions from Huntsville owners or the tax due dates for Huntsville businesses before you send anything. It's fine to just read and leave.