Corpus Christi Business CPA AlternativeCPA Corpus ChristiQuestions from the bay

Yes, if the months inside that quarter can be tied to the bank. A supplier wants a closed set of books, not a tour of the dock. We close each month, then the quarter is just three closed months. An open month gets named out loud before anyone calls the quarter finished. We do not label a draft as a close because a customer is impatient.

What we need is access and a date. What you get is a month that matches, a list of what is still open, and a sentence you can send onward without crossing your fingers.

We set payroll up. A provider runs the paydays. That split is deliberate. Payday has its own filings, its own deposits, and its own mistakes, and a provider who does that every day is the right machine for it. Our job is to make sure the accounts exist, the pay items make sense, and the amounts that hit the books are the amounts that left the bank.

If you have no employees yet, the setup can wait until the hire is real. If you already have a provider and the books never match the payroll reports, that match is part of the monthly close. Tell us which of those two you are.

No. When a lender's commitment uses the words audit, review, or compilation, the signature they want comes from a firm allowed to sign that kind of report, and this practice does not provide it. We do not issue them. The disclosures page says this in the formal way, with the Texas sections named. If your lender used one of those words, you need a firm that can sign, and you can still hire us to make the books those people will test. Cleaner books, shorter attest. That is the only claim we make about it.

The home page names where the practice sits, and it says that once. You meet the month with us on a video call and in one shared file. There is no lobby on the bay to walk into, and we will not invent one. The calendar is a link. The close still lands on the day we agree to, even when you are standing on the other side of the state.

A fixed landmark is something people travel to see. We are not a landmark and we do not need to be. The relationship is the monthly rhythm, not a waiting room. The photograph can stay a photograph.

The first call is a look at the shape of the problem. We do not print a fee on this site because a catch-up of four years is not the same product as a steady close for a single entity. After the call, if both sides want to continue, the price is in writing before work starts. You should never pay a stranger who claims this page sent them.

We also do not take a percentage of a refund. The work is the work. The outcome with an agency is never a product we sell.

Years of unmatched months mean the opening job is rebuilding the ledger, and you will hear that before we begin. We start at the oldest year that still changes an open return or an open notice. We do not begin at a picturesque recent month and leave the rotten year underneath it. You will know, before we start, how many months are in the pile.

Behind is a common condition on a coast where the operating season eats the admin season. It is not a character flaw. It is a backlog. Backlogs end when someone owns the next month and then the one after it.

Send it. The worry is the right size. Most letters are a missing period, a mismatch with a 1099, or a sales-tax figure that never had a reconciliation under it. A few are more serious. We cannot tell which from a subject line, which is why the letter itself matters. The date on the letter matters more than the date you felt ready to deal with it.

We would rather read it this week. A letter that sits becomes a notice with a figure, and a notice with a figure becomes a harder month. That sequence is avoidable more often than people think. If several letters arrived in one season, send all of them. A stack of notices is often one root mismatch wearing different letterheads, and treating them as unrelated problems wastes the month you were going to use to fix the books. Write the oldest date in the stack on the form so we start there.