Austin CPA and Bookkeeping AlternativeWho keeps the month

What you get when you call

You get a practice, not a rotating queue. Steven Palmieri leads the work. The team that closes the month is the team that prepares the return. We speak as we because that is how the work is done. A question asked in April is still in the file in March of the next year, answered by people who were there.

A practice should be recognizable from one month to the next. The close should feel the same in June as it did in February. You should know the people on the June call because they were on the February call, with the same file shared and the same standard for a tied month.

Staying power is the same people on the next call. The file is the same file, the standard is the same standard, and June is not a fresh introduction to a new practice.

What the opening screen puts in front of you is the work itself. Books closed against the bank. Payroll set up, then run by you on your provider. Statements and reports from those months. The return written from the same months. Decisions about owner pay made while the year is open. Attest work, meaning an audit, a review, or a compilation, is not offered. The disclosures page holds that limit in full, and this page only points there.

How a month with us feels

You send the statements. We tie them. You see the difference, if there is one, with a name on it. The report you use on Monday comes from that tie, not from a file that was exported and hoped over. If something personal slipped into profit, we pull it out and tell you. If a deposit was early, we move it and tell you.

The meeting is a video call. A calendar link picks the time. Dial the phone number at the bottom of the page and this practice answers. Owners in Austin are served the same way as owners in any other Texas city, with the books shared and the close on an agreed day. We will not describe a street we do not work on.

What we will ask you

We will ask how current the books are, because that decides whether the first job is a cleanup. We will ask which provider runs payroll, or whether setup is still ahead. We will ask what you want the year to decide before it ends, in your words. We will not ask you to admire a process diagram.

A mismatch gets named before any month is opened. A year that cannot be brought current is a year we decline. A year that cannot be brought current is declined in the opening talk, while no stack of months has been billed.

What the first month together looks like

The first month is usually the one that teaches both sides how the file behaves. We tie it, we write the short list, and we ask the questions the feed cannot answer. You see the pace. If that pace is wrong for the way you work, we say so before a second month is assumed. A practice should be easy to recognize and easy to leave if the fit is off. Staying should be because the month actually closed. If the first tie surfaces a year of personal amounts inside profit, we will say that before we talk about a rhythm. The size of that cleanup is part of the introduction, not a footnote.