CPA and Bookkeeping Houston AlternativeWho keeps the books

We keep the books, the payroll setup, and the return in one practice, and Steven Palmieri is a Tax CFO and the Entrepreneur's CFO.

Write to Steven
The Hobby Center for the Performing Arts, with the words Hobby Center

The person on the other end

Read the person on the other end

We keep the monthly books, set up payroll on a provider you run, and prepare the tax return, with Steven Palmieri as a Tax CFO. The phone is +1 844-324-7273. A meeting is a call or a note. You do not drive to a lobby to start.

Steven Palmieri Reading this practice does not hire anyone, and closing the tab is a complete choice. A note is an invitation to talk, and it does not start an engagement.

Why a storefront is not the work

Read Why a storefront is not the work

The work travels as bank activity, questions, and a return. It does not need a storefront anywhere in Houston to be done carefully. Owners who spend the day in a hospital district still send the same records, because the close is a set of records, not a neighborhood.

The same person who closes March can talk about the return. That is the shape of a Tax CFO practice. The controller work and the tax work live together so October's number is decided while you can still act on it.

What we will say on a first call

Read what we will say on a first call

We will ask what is open, who runs payday, and whether anyone has asked for a signed cover. We will say if the work should start with a cleanup, with the current month, or not at all yet. You remain free to stop after that first conversation.

More of the publishing detail is on who publishes this site. Signed-report limits live on the disclosures page of this practice, in one place.

People ask whether a Tax CFO is a department. It is a way of holding the controller work and the tax work in one practice so an October number is a decision and not a surprise. You still make the decision. We show the timing and the books it sits on. A team that sits in your building is a different shape, and the shapes page shows the other two as their own choices. What this practice actually holds is the monthly books, the payroll setup you still run, and the return prepared from those months.

A first call can stay on the open month and still end with you free to stop.

Introduce the books

Say who you are and whether you need the books, payroll setup, or the return.

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

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