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You can benefit from our broad range of services honed and fine tuned over the 90+ years of professional experience.

Accounting and Controllership

Handling the financial management requirements of your business is a time consuming process that takes you away from growing your business.  For less than what it would cost you to hire an employee or do it yourself we can manage all or part of your financial and accounting functions.  Our staff provides daily attention to your business.

Our Controllership Service includes:

  • Accounting and bookkeeping guidance
  • Payroll preparation and related tax returns
  • Sales tax computation and return preparation
  • Cash flow projections and forecasts
  • QuickBooks — Setting up/cleaning up your accounting and bookkeeping
  • Cloud-based accounting system setup
  • Training your in house staff
  • Financial statements (compiled/audited/reviewed)
  • Tax planning strategies to maximize tax savings
  • Fraud-proofing your business and managing risk
  • Tracking daily cash balances
  • Managing your accounts receivable and payable
  • Internal control system design and implementation
  • Meetings with your bank, vendors, customers and employees

Business Startup

Some services are unique to new businesses even while still in the conceptual stage.  This stage requires creative, out-of-the-box thinking that every new business must have.

Our Business Startup Service includes:

  • Pre-startup consulting
  • Research on markets, demographics and costs
  • Draft formal business plans for presentation to lenders and investors
  • Entity selection
  • Determine your start-up capital needs
  • Bank selection
  • Select the right accounting software
  • Prepare and file all required state and local licenses and permits
  • Obtain a Federal Employer Identification Number from IRS

Tax Planning and Tax Returns

Minimizing taxes and complying with the tax laws is burdensome and complex.   Even filing simple returns can be intimidating; when tax collectors become belligerent and demanding.  We minimize the tax, the burden, the complexity and the intimidation you experience by proactively working your financial affairs to your advantage.

Our Tax Services include:

  • Tax Planning and strategy
  • Tax Return Preparation
  • IRS Representation
  • Entity selection
  • Offers in compromise for taxes owed
  • Payroll tax preparation
  • Sales tax preparation
  • Property tax filings

Business Consulting

We can identify opportunities for profitable growth and develop solutions that are both practical and technically sound.  In addition to acting as a sounding board for management, we can provide comprehensive analysis and strategy recommendations that address the issues affecting your business.

Our Business Consulting Services include:

  • Constraints analysis
  • Business model analysis
  • Research
  • Process improvement
  • Performance measures
  • Strategic planning and decision making
  • Profit enhancement
  • Internal control evaluation
  • Business growth drivers
  • Cost drivers and cost containment
  • Organizational structure


139 Fossilstone Trail
Buda, Texas 78610


"In the land of the blind, the one-eyed man is king."
Erasmus of Rotterdam
“A trusting relationship is an investment in your business; and in your life.”
Joe Wargo, CPA
“A man’s life consists not in the abundance of his possessions.”
"A great civilization is not conquered from without until it has destroyed itself from within."
Will Durant
“True communication is defined by the response you get.”
Bill McCarley