How We Serve Our Clients

Accounting

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Full Charge Bookkeeping & Accounting (per Practice)
Corporate Monthly Accounting (Partnership Shell)
Partnership Monthly Accounting/Splits
Quarterly Accounting
Monthly Financial Statement Preparation
Quarterly Financial Statement Preparation
Accounting System Coordination
Bill Pay
Full-Service Payroll
Self-Service Payroll
W-2 Preparation (distribution + state & federal filing)
1099 Preparation (distribution + federal filing)
QuickBooks Hosting

Tax
Ongoing Strategic Tax Planning
Corporate Income Tax Preparation (Standalone Practice)
Corporate Income Tax Preparation (Partnership Shell)
Partnership Income Tax Preparation
Individual Income Tax Preparation
Real Estate/Investment Partnerships
Texas Franchise Tax Return
Out-of-State Tax Returns/Filings
Business/Personal Property Rendition

Business Development
Financial Strategy/Ongoing Advisory (Levels I, II, III, & IV)
Ongoing Business Financial Consulting
Partnership Financial Consulting
Practice Benchmarking & Reporting
Entity Planning
360º Practice Assessment
Strategic Business Plan Coaching
Competitive Analysis

Human Resources Management
Employee Handbook Review/Update
Employee Handbook Drafting
HR Systems Review/Design/Implementation
Total Compensation Analysis/Recommendations
Pay/Bonus Structure Analysis/Recommendations
Leadership Mentoring & Coaching
360º Workforce Assessment
HRIS Setup & Implementation

Transition Advisory
Practice Valuation & Transition Consulting
Seller-side Transition Representation
Buyer-side Transition Representation
Practice Start-up Consulting

Personal Financial Planning & Investment Management
Ongoing Personal Financial Planning (Annual Meeting or
Phone Conference)
Investment Management (Firm Directed)
Investment Management (Non-Managed Assets)