Services

Family Office Function

In addition to after-the-fact bookkeeping, we can also act as your in-house accounting/finance department. This also includes invoicing all customers and tracking/collecting receivables. We pay all bills and have check signing authority. All monthly/quarterly payroll, sales tax and other regulatory filings will be handled by our firm. We like to set up an email address at your domain to encourage smooth communication with your customers/vendors.

If you’re not ready to hire someone full-time or don’t have someone you trust to handle the job, contact us to discuss possible options. Having your CPA firm handle your entire accounting operations will let you sleep better at night and focus on growing your empire.

The bottom line is we handle your entire accounting function as if it were our own. The ideal fit is usually a family or group with significant real estate holdings, investment accounts, oil & gas properties, and investments in other entities. We work in conjunction with your bankers, financial advisors, insurance agents and attorneys to keep your business running.

Services

Home Office Function

In addition to after-the-fact bookkeeping, we can also act as your in-house accounting/finance department. This also includes invoicing all customers and tracking/collecting receivables. We pay all bills and have check signing authority. All monthly/quarterly payroll, sales tax and other regulatory filings will be handled by our firm. We like to set up an email address at your domain to encourage smooth communication with your customers/vendors.

If you’re not ready to hire someone full-time or don’t have someone you trust to handle the job, contact us to discuss possible options. Having your CPA firm handle your entire accounting operations will let you sleep better at night and focus on growing your empire.

The bottom line is we handle your entire accounting function as if it were our own. The ideal fit is usually a family or group with significant real estate holdings, investment accounts, oil & gas properties, and investments in other entities. We work in conjunction with your bankers, financial advisors, insurance agents and attorneys to keep your business running.

"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."

Michael True

Co-founder & CEO, VYBN, Inc.

"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."

Mike McGovern

Partner - Corporate, Securities & Tax , Reiter, Brunel & Dunn, PLLC

"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."

Haydn Collard

Director of Compliance, Grey, Inc.

Contact Us

(512) 829-8002

508 W 12th Street
Austin, TX 78701

Monday - Friday: 10am-5pm