Small Business CPA Dallas AlternativeA person answers.

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Who you are writing to.

Steven Palmieri keeps the monthly close on this site, working as a Tax CFO, the Entrepreneur's CFO. One company gets that close, a payroll provider stood up for the owner to run, and a return that waits for those closed months.

The photograph on this page is the kind of one-person shop the close is written for. Steven Palmieri opens the note the morning it arrives, and the team builds the month from that opening. A seasonal room that appears in March and vanishes in May is not how this file moves. One company is enough to begin.

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What we will not claim.

Cover limits are written once, on the disclosures page, and this portrait page does not restate them. Saying the limit twice would turn a legal boundary into a pitch, so it stays on that one page. What you can hire here is a monthly close, a payroll provider stood up for you to run, and a return typed only from those months. When a lender wants a cover we cannot sign, we name the handoff.

We do not promise a refund, a lower bill, or a loan. We promise a month that matches the bank, a payroll that is set up rather than improvised, and a return that reads those months. A company that does not belong in this monthly close gets a no in the same conversation.

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What the monthly rhythm is like.

You send the statement. We tie the month. We write down whatever still does not match. You decide the things only an owner can decide, with the numbers in front of you. Owner pay, an estimate, an election. Those decisions happen while the year can still change, which is the reason a monthly close is more useful than an April appointment.

The fair, the lake, and the dates are the Dallas we share with you. The work is the close. When you want that month read, the form is on this page and the calendar is one tap away after you choose to open it.

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What we keep with the first note.

Steven Palmieri is one person. The monthly habit is the team reading the same file. You will not be handed to a seasonal room in March and then forgotten in June. The close in February and the close in October use the same standard, which is the bank.

The useful pair is a statement you trust and an older one that still worries you. That pair tells us whether the next step is a close, a payroll setup, a return, or a reason to wait. The fields on this page are enough for the first note about a single company. Bring those two statements on the call, and leave the rest of the year for the scoped work.