Our CPA firm specializes in accounting set-up for business owners. We also incorporate payroll into our accounting set-up.

As a CPA in Houston, we work closely with local businesses to ensure proper bookkeeping, accounting record-keeping, and payroll integration.

ONGOING ACCOUNTING AND REPORTING PROCESS

1. Understand your business, goals, and information requirements.

2. Set up your online accounting through Xero, Intacct, or your preferred accounting system.

3. Use our standard chart of accounts and reports during online accounting set-up.

4. Assist in setting up Gusto, Intuit Online Payroll (IOP), or your preferred payroll system.

5. Establish interface between the accounting and payroll systems and your bank.

6. Confirm set-up meets your specific needs to get the most out of the systems.

7. Provide training on both the accounting and payroll systems.

8. Implement monthly processes to keep track of your finances and asses results.

We will ensure that you or your office staff is properly set up on accounting to support your ongoing business needs. Our approach ensures that your business will continue to grow and achieve profitability goals.

713.742.6649
info@caudellcpa.com