above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.


Ready to get started? Contact us.

Betsy Armstrong 
d. 972.881.1501

A business can’t make any decisions about its future if a solid accounting foundation isn’t in place. The effective operation of every part of your business — finance, marketing, human resources, you name it — relies heavily on the accurate processing of your accounting data and a strong understanding of its profound impact throughout the entire business. We provide a full suite of outsourced accounting, financial statement preparation and back office services that eliminate clients’ daily and periodic accounting headaches and allow them to submit reliable financials to banks, investors and potential buyers without delay. We will ensure that your company is “bankable” as quickly as possible.

We combine tailored accounting solutions with custom software and a cloud-based platform that enable us to prepare your company’s financial statements quickly and display them for review in a secure and convenient online format. Many new clients feel embarrassed by their poor internal accounting practices, or they’re accustomed to working with tax prep firms that disappear once tax season is over. They’re pleasantly surprised to discover we embrace their challenges as our own and remain visible year-round in every step of the accounting process - this ensures they can focus on managing the other aspects of their businesses.

We serve a diverse client base, including startups that are eager to implement solid accounting practices immediately, established high-revenue enterprises seeking a fresh perspective on their financials and entrepreneurs focused on maximizing the value of their businesses to future investors and buyers. We’ll assess the needs and culture of your particular business and match them with our team members who are best equipped to help your business achieve its goals and make informed decisions about its future.

Particular Strengths

  • Preparation of Monthly / Quarterly Financial Statements – Monthly and quarterly financial statements provide a valuable periodic snapshot of your company’s financial health. Our QuickBooks ProAdvisor staff can enter your accounting data into QuickBooks to completely remove the burden of preparing these statements from your company, or we can prepare a compilation statement based on the data entered by your personnel.
  • Preparation of Annual Year-end Financial Statements – Annual financial statements capture your company’s financial performance over the entire year and are critical to setting realistic long-term goals. Our staff can enter your accounting data into QuickBooks and assume full responsibility for preparing this statement, or we can prepare a compilation statement at the end of each year based on the data entered by your internal team.
  • Full Outsourced Accounting – Many of our clients don’t have the staff or time to enter accounting data into QuickBooks on a daily basis. We can fulfill all your outsourced bookkeeping needs and remain available to discuss the current financial status of your business at any time.
  • Accounts Payable and Accounts Receivable Processing – Our custom online accounts payable and receivable system provides the convenience of paying bills and processing receivables anywhere at any time. Our clients appreciate the ability to maintain internal security controls by removing their checkbooks from their offices.