Business CPA Dallas AlternativeA signed report starts with the words on the cover.

Read the cover

Steven Palmieri will read the cover with you. If a signature is required, that signature is named for a firm that can give it.

The months still get closed here, and the return still gets written here, even after that letter has been pointed at a firm that signs reports.

Three words, three different requests

The first help is knowing which request you are holding.

Compiled means the numbers are presented from your books, with a report and with no opinion.

Reviewed means a firm asks questions, does analysis, and says so on the cover.

Audited means the firm tests the numbers and gives an opinion.

Steven Palmieri works as a Tax CFO. Call the role what the owners who stay with us call it, the Entrepreneur's CFO. An audit, a review, and a compilation are signatures we do not give.

When the letter names one of those three, the first reply names a firm that can put a signature on it, and the talk about that signature ends there. Closing the months and preparing the return stay with us after that reply.

A smaller loan file is often the other request

A local lender on a smaller loan often wants the tax returns, a list of debts, and a recent closed month. That is not always an audit.

Read the cover line first. The cover chooses who can answer. While that firm is sought, we can close the months the bank listed and prepare the return from them.

What you walk away knowing

You will know which statement the letter wants. You will know who should prepare it. You will know what can start here this week.

When we sit with you over a booth invoice we enjoy the afternoon as much as you do, and that booth has the same month to close as any other shop.

Last year's pages get cleaned up. This year's months get managed. What is left of the year can be planned from the months already closed, instead of guessed in April.

What can start while the signature is elsewhere

The cover line can wait on a firm that can sign it. The months cannot wait on that cover.

Steven still closes the months, matches the bank, and prepares the return from those months. The signer then has a file that already agrees with itself.

You are not asked to pause the books until a report is finished. You are asked to keep them current so the report, if one is required, has something honest to sit on.