We're not a fully virtual operation with no physical anchor. We have a real office in McKinney, and our team works closely together, whether that's side by side or remote on a given day. If you'd ever like to sit down with us in person, the door's open — you're just never required to.
This isn't a co-working membership or a P.O. box on a website. It's a dedicated office where our team actually works, day in and day out. If you're ever in the DFW area and want to put a face to the people handling your books, the door's open — just reach out ahead of time so we can make sure someone's free to sit down with you.
Plan a Visit →Not a rotating cast of freelancers, and not an offshore team you've never met — every person working on your account is a full-time, U.S.-based employee. Depending on your tier, here's who's actually working on your business.
Keeps your accounts reconciled and current every month, categorizes transactions correctly the first time, and flags anything unusual before it becomes a problem.
Reviews the close before you ever see it, owns your internal controls, and makes sure your financials would hold up to a lender or an auditor.
Builds your cash flow forecasts, models the big decisions before you make them, and sits in the room when it matters.
If you're in the DFW area, we'd rather show you around than send another email.