CPA and Bookkeeping Houston Alternative

One person, both jobs

Houston bookkeeping. The CPA alternative.

Four taps. The books and the return stay in one file.

One street. One file for the books.

Question 1 of 4

What did the handoff fail to cover?

Question 2 of 4

Who answers after the spring filing?

Question 3 of 4

What is on a Harris County sale?

Question 4 of 4

When should one file hold both?

A quick check

Was the second firm supposed to sign a report?

An audit, a review, or a compilation is a report a lender, an investor, a grant officer, or a board relies on. Being handed from a bookkeeper to a preparer is a coverage gap, not that report. An examination and an appeal are outside this work too.

The Houston alternative for one file is a Tax CFO.

Steven Palmieri keeps this as Tax CFO work on this file. He closes the month to the bank, sets payroll up on the provider you run, and prepares the return from those months. The free call says whether July still has a person who has seen the books.

Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

How the one-person check goes

  1. Name the handoffWho keeps the books, who prepares the return, and whether they have met.
  2. Open the latest monthOn video. The return waits until that month agrees with the bank.
  3. Leave with JulyWho picks up, which county row the address actually uses, and whether a licensed firm must sign anything else.

One person. Not a department.

We will not pretend a lobby of specialists is hiding behind one name. The close, the reconciliations, payday setup, and the return are inside the work. Running payday, an audit, and an appeal are not.

A Harris County sale publishes as 6.25 state, 1 city, and 1 transit. The lookup still checks the address. An attest signature, if a lender wants one, belongs to a licensed CPA firm.

Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.

Start the free check

Questions people ask first

What does one person actually cover?

The monthly close, the statements you read, payday setup on the provider you run, and the return from those months. Questions during the year stay in that same file.

What is outside?

Running payday, a signed audit, review, or compilation, and an examination or an appeal.

Is 8.25 the same across the county line?

Not always. Inside Harris County the published rows add to 8.25. Fort Bend can show a different local row. Do not guess from a zip code.

Are you a CPA firm in Houston?

No. The file stays in Dallas and Houston owners meet on video. Steven Palmieri works as a Tax CFO and does not sign attest reports.

Start the one-person check