Budgeting? Job costing?
Special billings? Easier billing?
More efficient processes?
We have helped with these and a variety of other issues!
We are a small team (3 and growing!) and have been in business since 2009. We focus on knowing our clients' businesses and being partners in their future growth. All new hires get QBO certified within 90 days of hire; all professional staff are QBO Advanced certified within their first year.
Our owner, Dave Pattillo, has over 30 years of experience in financial systems and consulting. He has a BBA in Accounting from Texas A&M College Station and a Masters Degree (MSA) in Accounting from Texas A&M - Commerce. While he has worked and consulted for PriceWaterhouse Coopers, McKesson, Flowserve, Citi, Aon and other major companies.
But, smaller businesses and nonprofits have always been his passion.
While we have clients in a variety of industries, we primarily focus on professional services and nonprofit sectors.
For professional services, we segment the population into "appointment based" such as salons and doctors and another segment "fee for service" where billings are based on services offered - either in hours or package prices.
For nonprofits, we offer an easy and proven methodology to be audit-ready and fully grant-compliant. We also have proven reporting strategies to provide valuable, concise information for your Boards!
We offer simple monthly pricing for our ongoing clients with proven methodologies to streamline the accounting operations of our clients and allow them to focus on what they do best - while we take care of the books.
We don't do taxes (other than Texas franchise & sales tax) for clients. We are NOT a CPA firm. We partner with your tax CPA (or refer you to one of our favorites) to help keep you compliant and to simplify the tax process for you and your tax preparer.
Give us a call. A 90-minute introductory conversation is free.
And it will give you a great idea of how we can help you succeed!
4144 North Central Expwy
Dallas, TX 75204
You can also click HERE to schedule a consultation with us right now!
HOW TO GET STARTED WITH OUR TEAM:
Call us today or click HERE to schedule a meeting with us right now.
Please let us know what you are looking for! If we don't think we are right resource for your needs,
we'll let you know and attempt to help you find the right provider for your needs.