If you want a business CPA in Frisco, we're the Tax CFO alternative.

We call a month closed when your bank accounts, your credit cards and your books all show the same transactions. If a deposit is still on its way, we mark it until it clears. When you move money between two of your own accounts, we record it as a transfer, so it doesn't show up as a sale or an expense.

If we can't close a month, we tell you exactly what's missing. If you're behind, we catch up the oldest month first. Your tax return uses only the months we've closed. A busy week stays in the books the way it happened, and a monthly average won't blur it later.

Steven and his team close your books each month, set up payroll with a provider, and prepare your tax return from months that match the bank. Tell us which month is still open, and we'll tell you what it needs before it can close.

Tell us about your busiest week and your slowest one. We keep those two weeks separate in the books. That way you can see which nights actually made money. One average for the whole month would hide it.

We set up payroll for you, and then a payroll provider you choose runs it. Setup is done when the provider is picked, your payroll tax registrations are in place, and your first payday is on the calendar. From the second payday on, the provider runs each payroll.

If you want to know whether payroll is set up, ask us. If you want to know whether a paycheck went out, ask the provider. Either way, we post the provider's numbers in your books in the right month.

If your crew works on a Friday, we record their wages on that Friday. Spreading those wages across the slower days after it would hide the cash the provider is about to pull from your account.

We prepare your return only from months where the books match the bank. If a lender asks for financial statements, those wait for the same match. Sales tax you collected goes on your sales tax report, so we keep it out of your profit.

In October there's still time to make a decision about equipment or owner pay for this year. By November, there's usually less room to make that choice.

Tell us about one month that doesn't look right. On the call we check whether your books match the bank, whether sales tax is set aside, and whether payroll has a provider. We look at your books together on screen. Then we agree on a date to finish closing that month.

Frisco summers are hot, with July afternoons near 96 degrees, and January mornings can drop to about 33. If your sales rise and fall with the weather, we keep your summer and winter months apart in the books, because your cash follows the seasons. You can start the call with just one question, such as your sales tax rate, the May franchise report or the last month your books matched the bank.

Everything on this page is general information. Advice for your business starts once we've seen your books and agreed on the work in writing.