If you don't fully trust your P&L, that's not a you problem. It's a systems problem.
The Finance Squad is a plug-and-play finance team (bookkeeping through CFO) without the overhead of building one in-house. We get you out of the financial fog and into decisions you can actually trust.
No sales pitch, just a straight read on where you stand.
Revenue & Gross Profit: 13-Mo Trend
EBITDA: 13-Mo Trend
Cash Position: 13-Mo Trend
Drag the sliders.
If any of this is true right now, that's exactly why we exist.
Your first close, delivered by the 10th business day, or that month's fee is waived.
Full-Service tier clients only. Ask if you qualify.
Ask If You Qualify →A rough, honest estimate. Not a sales pitch.
That's time you could be spending on sales, hiring, or the next deal instead of reconciling accounts.
Get That Time Back →
Answer three quick questions and we'll tell you.
How current are your books today?
What's missing right now?
What's your biggest worry?
Every client gets a Business Snapshot like the one at the top of this page, every month: revenue, EBITDA, cash position, and trend charts you can actually read at a glance.
See It On a Call →
Eight ways we plug in. Pick where you need us most.
From first call to your first close: here's the path.
Free Assessment Call
We look at where your books stand today. No obligation, no sales pitch.
Onboarding & Cleanup
We get your books current and set up the systems that keep them that way.
Ongoing Close & Reporting
Every month, like clockwork: reconciled books, a real close, a report you trust.
You Decide With Confidence
Hiring, pricing, growth: backed by numbers you actually believe.
A bookkeeper, a CPA firm, software, or a fully virtual shop isn't the same thing.
A Solo Bookkeeper
Good for data entry. Not enough depth for close management, controls, or strategy, and no backup when they're out.
A CPA Firm
Built for tax filings and compliance once a year. Not built to run your day-to-day finance operation or advise on decisions in real time.
Software Alone
A tool doesn't catch fraud, doesn't call you when something looks off, and doesn't take ownership when the numbers are wrong.
A Fully Virtual Firm
No physical office behind the login, just a portal and a Slack channel. If you ever want to sit down with your team in person, there's nowhere to go.
The Finance Squad
Accountable people, backed by process, covering bookkeeping through CFO: one team, one point of contact, built to scale as you grow. We also keep a real office in McKinney, not required, but there anytime you want to sit down with us in person.
See Our Office →Are you a CPA firm or bank? Refer clients our way. Clean books for you, zero overlap with your tax or lending work.
Books here. Taxes there. One standard.
The Finance Squad keeps your books clean, closed, and decision-ready. When tax season shows up, our sister brand takes the handoff: tax preparation, tax planning, and year-round tax support for businesses and individuals.
Same office in McKinney. Same U.S.-based, full-time team philosophy. Same allergy to surprises. And because both squads are under one roof, your books never have to be translated for your tax preparer again.
The Tax Squad and The Finance Squad are brands of OSMEAC Solutions LLC.
Operating principles, not wall art.
Intentional Communication
We don't wait for you to ask what's going on. If there's something you need to know (good or bad), you hear it proactively, not when you finally chase us down.
Extreme Ownership
If something's wrong in your books, it's on us to catch it and fix it, not on you to notice it first.
Always Flexible (Semper Gumby!)
Your business doesn't run on a template. Neither do we. We adapt quickly when your priorities or environment change.
Grow or Die
We push for better processes every quarter, for your business and for ours. Standing still isn't an option.
Eye for Excellence
We don't ship "good enough." Every deliverable, from a quick answer to a full financial package, gets held to the same bar.
Stop guessing. Start knowing.
If your books are more than a month behind, or you wouldn't want a lender looking too closely at your financials, let's talk.