OUR SERVICES

Part of being a most trusted advisor is taking the time to look at the big picture.

Accounting & Consulting Services

Investors in small businesses face many risks, including an
on-site financial management team that is experienced enough to understand profitability but not TOO experienced to siphon away much needed go-to-market capital. Small businesses face many challenges, with one of the most significant being how to best utilize limited internal resources while deploying capital into a competitive market.

Accounting / Tax

Payroll Services

Employee Benefit
Plans

Small Business
Consulting

  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliation
  • Update Appreciation Schedules
  • Financial Statements
  • Dashboard Reporting 24/7/365
  • Annual Tax Planning
  • Payroll Processing with Detailed Reports
  • Direct Deposit or pressure sealed checks
  • Payroll Quarterly and Annual Tax Filings (Including W-2s and 1099’s)

 

  • Profit Sharing
  • Self-Directed
  • 404 (c) Fiduciary Protection
  • 401 (k)
  • Preparation of Federal and State returns (Annual and quarterly)
  • Individual Investor(s) tax preparation
  • Custom Plan Design
  • Agreed Upon Procedures
  • Bookkeeping, reconciliations and write-up services
  • Budgeting
  • Business entity analysis and structuring
  • Buy/sell agreements
  • Compliance returns
  • Fringe Benefit Wage Reporting
  • Growth Strategies
  • On-Site “Controller” or “Accountant” Outsourcing
  • Peachtree/QuickBooks set-up, training and consultations
  • Personal record keeping, bookkeeping and Bill Pay
  • Preparation of compiled or reviewed financial statements
  • Preparation of personal financial statements
  • Representation before the IRS and/or State of operations

Lead Contact

Robert Lane

CPA, PFS, Accounting & Consulting Services Partner

         

2626 Howell St., Ste 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1450

Fax: 214.871.0011

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