What We Do
Accounting is just the beginning
Full-service accounting, tax, and strategy for home service pros that want to grow their business and build a lasting legacy.
Maybe It’s Time For Better
Accounting and tax don’t have to be so hard. If straight talk and no nonsense sounds like an upgrade, it’s time to switch.
Are you a home service pro?
If you get your hands dirty every day, we should talk, and if you don’t, that’s OK, but we can’t help you.
Do you want to grow?
Plain and simple. Without a great accountant, you won’t be able to grow as big or as fast as you want.
Do you want to win with the IRS?
It’s not just about taxes. We’ll handle the details so you don’t have to, and you can spend more time doing.
Are you tired of double-talk?
There are 75,000 pages of rules to follow, but that doesn’t mean you need to be frustrated by them.
Survey says…
Larry Harrison – Plumber
Ask us anything
Most of our customers use QuickBooks, Jobber, Service Titan, Odoo, or Netsuite. But if you’re using something else, we can make that work too. The most important thing is for us to have access either through the cloud or a private direct connection.
It’s really your choice. Some customers prefer to pay once a year, others pay quarterly and we have a popular monthly program that includes everything for a predictable price that you can easily fit into your budget.
Yes. Book a call so we can dig into some of the details and see if we’re a good fit. Once we agree to work together we’ll get right to work on a plan to get things pointed back in the right direction.
Sure. We have an interesting program where you can gift personal filings to your employees and let us take care of everything. Once enrolled we’ll take care of all paperwork and make sure everyone gets their returns fast.
You can use your software or we’ll give you access to a tool you can use to run everything in a few minutes. The first thing we do is process payments to employees so everyone gets paid on time. Next, we’ll take care of filing and reporting for federal, state, and local compliance.
No problem. We do state filings for new entities all the time. Because we’re not lawyers if you need an operating agreement and will be distributing stock we’ll need to coordinate with your lawyer. If you need a lawyer, we can refer you to a partner you can trust.
In-person or online, it’s your choice. Most of our clients are spread out across Texas and the surrounding states. We’re located in McAllen, Texas, and we’re happy to schedule a time to meet in our offices if you prefer. If you’re coming to visit, we happily accept all varieties of donuts and cookies.
Service & Support
You’ll receive monthly reports via email and can also log into your client portal to view them anytime.
We offer 24/7 email support, and our team is available during extended business hours for urgent matters.
We’ll help you handle any late filings and minimize penalties, but we always aim to keep you ahead of schedule.
Yes, we offer flexible packages so you only pay for what you truly need.
Pricing & Plans
We offer tiered pricing plans based on service needs, business size, and transaction volume.
No. Transparency is our policy. You’ll know exactly what you’re paying for with no surprise charges.
Yes, you can upgrade, downgrade, or cancel your plan with ease—just let us know.
Yes, we provide a free initial consultation to understand your needs before recommending a plan.
It Helps When There’s Proof
Joe gets us. Our last accountant made us feel like a little fish in a big pond because we didn’t spend a lot. This feels more like home, and for the first time in a long time, we’re not worried.
Roofing Contractor
We switched because we couldn’t get a straight answer about anything from our old accountants. Now we know we’re on the right track, and it didn’t take 50 phone calls to get there.
HVAC Pro
We like that Joe only deals with home service pros because that makes sense to us. We’re roofers, and we don’t do electric or plumbing because that’s not our thing. Being good at one thing is enough.
Tree Services
We felt like idiots every time we spoke to our old accountant. Joe makes sense of things without getting preachy and going down all these rabbit holes. We know we’re on track because we are.
Plumber
I got an email asking me if I would recommend Joe, and if there was a Hell Yeah button, I would have clicked it in a heartbeat. My only regret is having wasted so much time before meeting him.
Electrician
We felt like everything was wrong with our old accountant, and it was. Joe took a look at things before we spent a dime, and we’ll never forget that. We’re looking to sell soon, and I would show our books to anyone.
HVAC Pro
They made tax season completely stress-free. All our documents were prepared and submitted flawlessly. Highly recommended.
Plumber
I appreciate how they explain everything in simple terms. As a small business owner, that level of transparency and support means everything.
General Contractor
They’re always available to answer questions and offer valuable advice. It’s like having an in-house finance team without the overhead
HVAC Pro
Since working with this firm, managing our business finances has become effortless. Their team is proactive, responsive, and always one step ahead.
Landscaping
They streamlined our accounting process and helped us spot areas to save money. We now have full clarity and confidence in our numbers.
Roofing Contractor
We’ve worked with many accountants over the years, but none as precise and professional as this team. Their reports are always on time and on point.
Master Electrician
Grow your service business faster with great accounting.
Your accountant should work as hard as you do.
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