Corpus Christi Business CPA AlternativeCPA Corpus ChristiThe jobs that stay with us
You came for the books to be finished, payroll set up, and the return prepared from those books. Some people also want a signature this practice does not hold. This page separates those requests so the first conversation starts on the right job.
Which of those jobs happen here
People say the phrase when they want the books finished, the payroll set up, the statements a lender will accept, and the return prepared from those books. Sometimes they say it when they want a signature this practice does not hold. Those are different requests.
The jobs that belong here
The close belongs here. Reconciliations belong here. Financial statements and the plain reports that explain them belong here. Payroll setup belongs here, with a provider running the actual paydays. The tax return belongs here, built from the closed year. The conversation about what to do before December belongs here.
A port year and an accounting year are not the same length of trouble. Cargo can move all night and the books can still close on a Tuesday. Owners who ship sometimes wait for the channel to go quiet before they will look at a month. The channel does not go quiet. The month still has to end.
If what you wanted was a person to sit with the file until it matches, you are in the right work. The pages ahead on May 15, rendition, and the local tax stack are the pieces of that work, written out so you can read them before you ever send a form.
The job that does not belong here
Only a firm allowed to sign can put its name on an audit, a review, or a compilation. We do not issue them. If a bank named one of those words in a commitment letter, you need a firm that can sign it, and you can still have us keep the books that firm will read. Cleaner books make that engagement shorter.
A licence, in the way people use the word on this search, is often just the wish that the person across the table is allowed to do the work. The work of closing and preparing is the work we do. The disclosures page draws the line in full, including the Texas sections that reserve a title this practice does not use.
A monthly close should be easy to name after one reading. Books that match. A provider ready for payroll. Statements. A return. A person who answers.
A year that grew past the first counter
A counter that becomes a company brings more locations, more people to pay, and more tax to sort. Affection for the first storefront does not close the month. A rhythm does. Along that coast the same stretch looks like a bait counter that adds a second register and then cannot match the deposits to the old notebook.
Growth is a good problem until the deposits no longer match the deposits you remember. Then it is a reconciliation problem, and it has a finish line.
If you are in that stretch, say so on the form. The first month looks different when the issue is growth instead of neglect. Growth needs categories that can survive a second location. Neglect needs the oldest open month brought forward until the bank agrees.
How to read the rest of this site
The May 15 page is about two deadlines that share a week and do not care about the channel. The rendition page is about property you still hold, not freight that left. The tax stack page takes the 8.25 percent apart so hotel tax and sales tax stop sharing one mental bucket. The questions page is the short version of the worries we hear most.
None of those pages is a substitute for your numbers. They are the map. Your file is the territory. Bring the file when you are ready, or send the form and we will tell you what to open first.
Mustang Island in the evening is a long flat light and a quieter shore. Owners tell us the books feel like the opposite of that until the month is matched. The point of the work is to give the month an evening. Finished, named, and not still walking. Tell us when the file last had a real close, even if that was many seasons ago. Quiet is information. It tells us the first month is a reconstruction, and we will size it before anyone pretends the work is a normal Tuesday. A normal Tuesday is the goal, not the starting claim. People also arrive with a stack of entities, a shop plus a boat plus a rental, and they want one person who can see all three without merging them into a fiction. We keep each entity's books in its own file and we only combine them when a return actually requires the combination. Say how many entities are in the pile. That number changes the first month more than the industry label does. A single-member company with a clean bank is a different start from three companies that have been paying each other's bills.
You will be talking to the Steven Palmieri practice.