Accounting Firms Houston AlternativeMeet Steven Palmieri
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO, and we keep the books for owners in Houston by phone.
Talk with Steven
Who answers
Steven Palmieri answers, and we answer with that name on the work. A note on this site reaches us, and the phone in the footer reaches the same practice. The meeting is a phone call, and these pages publish no street address. The books do not need a local waiting room for the month to get closed.
People find this site while looking for accounting firms in Houston. What they get is the books closed, payroll set up on a provider they run, statements they can read, and the tax return prepared from those months.
One name, this year and next summer, is the point of the page. A directory of offices never names the person who keeps the month. We do.
How a month with us works
You send the bank activity. The bank lines and the book lines sit side by side, and a month with a mismatch stays open. You get a short note and the statements. Questions go back and forth on the phone or in writing. The next month starts from a balance we both trust.
The past is cleaned up where it still disagrees with the bank. The present is managed on a rhythm. The future is a year you can see before it ends, including the choices that only exist while the year is still open.
What the first conversation covers
We will say if we can do the work, what the first month includes, and what it costs. We will also say if a request needs a signature we do not give. That limit is written once, on the Disclosures page, and we will point you to it instead of talking around it.
We will not pretend the books are current if they are not. A lender packet never gets a number that was missing from the bank file. The offer is a month the bank already agrees with, written so you can read it.
What you can do before you write
Read how a month closes, how the return follows, and which dates belong in the books. Then send one month, or one question. You do not need to be ready for a long engagement before the first note.
The portrait is Steven Palmieri, and the month you send is the one that person reads. The words are the work. If the work is what you came for, the form is the next step.
The same practice opens this August and still remembers last August. When the work passes through several hands, the odd deposit is the first thing that gets lost, and so is the loan whose interest is split across two months. We keep both, because one person still has the year.
We are all Texans, so Johnson Space Center in Clear Lake, where astronauts train, is a place we can all name. An owner there gets the same call as an owner in the Heights. Memorial Park sits inside the Loop. Distance across the city does not change who answers or how a month is closed. We can all appreciate a morning in that park, and then we still ask whether the bank agrees.
Write to Steven.
Name the books, the payroll setup, or the return, whichever one you want to talk through.
You will be talking to the Steven Palmieri practice.