CPA Dallas Alternative.Meet Steven Palmieri on the monthly close.
While the year is still open, Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, keeps the month end close, the payroll setup, and the draft of the return with us.
Talk with Steven
You meet us on a call or on a screen. The work is the same whether the shop is across town or the books are open on a laptop somewhere else. This site does not publish a street, and the footer phone is the way in.
The work we actually do
We keep the books and close the month against the bank. We prepare financial statements from those months. Payroll is placed on a provider, and after that placement you are the one who runs payday. We prepare the tax return from the same numbers, under a federal preparer number, and you see it before it is filed. We will talk through a decision while the year is open, including how you pay yourself and which purchases you still want to make before December.
The same work fits a year you are already inside, and it also fits a year that opened in January. When a month already lines up with the bank, we leave it closed. A month that does not match gets finished. January through December stays a single return. That offer is the whole of what this site sells, with the useful part in the open.
How a month with us feels
The login for the bookkeeping software remains on your side. We use only the access you choose to share. The month is done when the accounts and the bank tell the same story, even if no reminder has fired. You receive the statements plus a short reading of them. A mismatch is said out loud in that month, so the following month is not built on a crack.
When July and August push afternoons near 96 and days past 100, we feel that stretch with you, and we still want those hot weeks' deposits in the month the work was done. A Monday deposit after a long school break still belongs to the weekend before the break. The sales tax 20th, the April property report to DCAD, and the May franchise report do not move for any of that. We have closed enough months here to know the deposits are real and the date is still the date.
Nothing about hiring is decided on that opening call, which is only a talk about the year so far. You say how far the year has gotten. We say whether we can take the work and what the opening month would cover. If a signed audit is the real request, we say so on the call, before any month is rebuilt. The disclosures page already has that limit in writing.
What we will not pretend
We will not call a month closed when the cash does not match the bank. We will not pretend two payroll providers are simpler than one. April is a poor month to meet the numbers for the first time, and we will say that plainly. We will not put a street or an email on this site. The phone in the footer reaches Steven Palmieri, and the form on this page reaches us.
Some owners also want an audit signature, a person inside an examination, and someone to run payday. Those are three other jobs. What you can hire here is a closed set of books, payroll that has been set up, statements written so you can read them, and the tax return. If that is the help you came looking for, start with this conversation.
Ask for a conversation
Name the one decision you want that first call to land on. The call itself is only a talk. Nothing is hired until both sides have signed a scope. The scope is where the months and the fee are written.
You will be talking to the Steven Palmieri practice.