About Us
With over a decade of experience in accounting and tax, our founder, Greg Garcia, is dedicated to providing expert guidance to help you unlock opportunities that drive growth and maximize your wealth.
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Our firm focuses on identifying non-value-added activities in your accounting processes and implementing proven tax strategies to boost your bottom line.
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We take pride in offering personalized services tailored to your unique needs, ensuring that you have the support you need to succeed in business and life. Based in the Clear Lake area of Houston, Greg and his team are committed to helping you achieve financial clarity and success.
OUR SERVICES
Small Business Accounting
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I will help you set up your accounting infrastructure to ensure you have the optimal setup for what your business needs. This includes setting up your QuickBooks Online entity, syncing your business bank accounts, reconciling monthly transactions, and adding customers/vendors to easily manage the cash conversion cycles (receivables/payables).
CFO & Controllership Services
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As your business grows and gets more complex, you will need support beyond the typical bookkeeping scope, you will need a Business Controller and/or CFO.
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The CFO & Controllership Services provide you with a true finance business partner to support you in the strategic planning of your business, assessing overall business performance at both a financial and operational level, assist you in finding growth opportunities that will help you deliver long-term success, and driving continuous improvement initiatives in your business including process standardization and digital transformation.
Business and Personal
Tax Planning
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Once we get your business on solid footing from the basic accounting setup and transformational CFO activities that will help you grow your business, we now turn to the final level of achieving your future goals - STRATEGIC TAX PLANNING.
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From Legal Entity selection to Real Estate investing to choosing the best Retirement accounts for your personal situation, I will help you paint this picture and provide you with a roadmap for achieving your financial goals while paying the least amount of tax that is legally possible.
What Sets Us Apart?
Personalized Attention
We offer one-on-one strategy sessions tailored to your unique needs, ensuring you receive the dedicated focus your financial goals deserve.
Continuous Planning
We provide ongoing support, driving thoughtful and efficient decisions to keep you on track for long-term success.
Business-to-Personal
Wealth Building
Our holistic approach bridges the gap between business strategy and personal wealth growth, helping you achieve financial freedom in every aspect of your life.
Discover Our Approach
Contact Us
Reach out to schedule a consultation and start your journey towards financial success.
Consultation
Discuss your financial needs and goals with our experts for personalized advice.
Implementation
Our team gets to work, providing the services and solutions you need.
Customized Plan
We create a tailored plan to address your specific requirements and objectives.
Ongoing Support
We offer continuous support to ensure your long-term financial success.