Who we serve
Two to twenty people. Too big to carry the numbers in your head. Your time is better spent on what you do best than on what we do best.
That is where bad books get expensive fastest.
Industries we know
Every set of books is different, and so is every owner. These are the three where we have closed enough months to know what the statements should look like before we open them.
Job costing is where these books break. Revenue lands in lumps. Materials and labor hit in a different month than the invoice. A job that felt profitable turns out to have carried three others.
Prime cost runs the business and most books will not show it. Food, beverage and labor need to be readable weekly. Inventory counted, not estimated. Comps and voids somewhere you can see them.
Production, collections and adjustments must match your practice software first. Insurance timing distorts cash against revenue. Owner comp needs to sit where a lender understands it.
Fit
Honesty
Where we are
Both partners are in Dallas Fort Worth, so plenty of our clients are neighbors. The work has been remote since 2006, about fourteen years before most firms tried it. Wherever you are, the close is the same close.
Being nearby does not change the quality of a close. Having someone senior read it does.
Send us your most recent close. You will see what we catch in your trade before you commit. If we would be learning on your time, we will say so.
