Services Provided by a Certified Public Accountant


Services provided:

  • Preparation of Financial Statements
  • Compilations, Reviews, and Audits
  • Assistance with TXDOT Contractor Pre‐Qualification Forms
  • Job Profitability Analysis
  • Overhead determination and allocation
  • Federal Income Tax Returns
  • Texas Franchise Tax Returns
  • Payroll Tax Returns
  • Heavy Highway Vehicle Use Tax Returns
  • Sales Tax
  • Texas Workforce Commission Reports
  • Bookkeeping
  • Mid‐year profit calculations and tax estimates
  • QuickBooks set up and assistance
tax returns
  • Corporations
  • Partnerships
  • Individuals
  • Texas Franchise Tax
  • Sales Tax
  • Heavy Highway Vehicle Use Tax
  • Mid‐year tax projections
  • Estimated tax payments
  • Real Estate Rental
  • Multi‐state returns – all states
  • Evaluate the tax consequences of planned transactions
  • Assist with per diem and travel expense documentation

Services provided:

  • Audits
  • Reviews
  • Compilations
  • Monthly financial statements for management
  • In conjunction with financial statements, I will also prepare an analysis of your company which compares your company to industry standards and prior years.
CFO Services Op. 2

CFO Services Include:

  • Prepare financial statements and cash flow analysis monthly to provide management with an accurate picture of how the business is doing
  • Bookkeeping
  • Prepare and file quarterly and annual payroll tax returns
  • Prepare and file sales tax returns
  • Prepare and file federal income tax returns
  • Design the duties and procedures of the accounting staff to improve efficiency and reduce the risk of fraud
  • Answer accounting and tax questions

For construction clients:

  • Prepare and/or review monthly pay applications
  • Ensure all job costs are properly posted
  • Determine the overhead costs of the business
  • Record asset acquisition and disposals and post monthly depreciation expense
  • School district audits
  • City audits
  • County audits
  • Yellow book and Single audits
Consulting Opt. 1

Services Offered:

  • Cost savings analysis – review your accounting data and offer suggestions for cost savings
  • Comparison of your company to industry standards
  • Determine the tax consequences of a planned transaction
  • Accounting software selection and support
  • Tax compliance requirements for your business
  • QuickBooks setup and assistance
  • End-of-year clean‐up of books
  • Tax estimates