Our Services

One firm for your tax, accounting, and advisory needs.

From clean books and reliable tax preparation to CFO-level advisory, North Texas Advisors covers the full picture — so the numbers, the tax plan, and the next decision all connect.

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Pillar 01

Advisory

Clear guidance for business decisions, entity structure, cash flow, profitability, owner compensation, and major financial moves.

Pillar 02

Tax

Year-round tax planning, projections, preparation, and issue resolution so you can plan ahead instead of reacting later.

Pillar 03

Accounting

Clean bookkeeping, reconciliations, financial reports, payroll, sales tax support, and QuickBooks workflows that make the numbers reliable.

Full service list

Everything we do, by category.

Every engagement is scoped to your situation — you get the right level of support without paying for services you do not need.

01

Advisory & Consulting

CFO-level guidance and strategy for owners making real decisions.

  • CFO Services
  • Virtual CFO
  • Business Valuation
  • Financial Forecasting
  • Budgeting & Planning
  • Cash Flow Analysis
  • Profitability Analysis
  • KPI Development & Tracking
  • Strategic Planning
  • Business Advisory
  • Succession Planning
  • M&A Support
02

Tax Services

Planning and preparation for the business and the household, together.

  • Individual Tax Preparation
  • Business Tax Preparation
  • Tax Planning & Strategy
  • Tax Controversy & Resolution
  • IRS Representation
  • State & Local Tax
  • International Tax
  • Estate & Trust Tax
  • Sales & Use Tax
  • Payroll Tax Compliance
  • Tax Credits & Incentives
  • Amended Returns
03

Accounting & Bookkeeping

Reliable books that give you a clear view of where you stand.

  • Monthly Bookkeeping
  • Catch-up Bookkeeping
  • Full-Service Bookkeeping
  • Accounts Payable Management
  • Accounts Receivable Management
  • Bank Reconciliation
  • Financial Statement Preparation
  • General Ledger Maintenance
  • Chart of Accounts Setup
  • Clean-up Services
04

Payroll Services

Accurate, compliant payroll — processed, filed, and off your plate.

  • Full-Service Payroll
  • Payroll Processing
  • Payroll Tax Filing
  • Direct Deposit Setup
  • W-2 & 1099 Preparation
  • New Hire Reporting
  • Garnishment Processing
  • Time & Attendance Integration
  • Multi-State Payroll
05

Business Formation & Compliance

Start clean and stay in good standing, from entity choice onward.

  • Entity Selection & Formation
  • Business Registration
  • EIN Application
  • Operating Agreement Preparation
  • Corporate Compliance
  • Annual Report Filing
  • Registered Agent Services
  • Dissolution Services
06

Audit & Assurance

Independent assurance when a lender, board, or plan requires it.

  • Financial Statement Audit
  • Review Engagements
  • Compilation Services
  • Internal Audit
  • SOC 1 / SOC 2 Audits
  • Employee Benefit Plan Audit
  • Nonprofit Audit
  • Agreed-Upon Procedures
07

QuickBooks Services

Certified ProAdvisor setup, cleanup, and ongoing support.

  • QuickBooks Setup
  • QuickBooks Training
  • QuickBooks Cleanup
  • QuickBooks Online Migration
  • QuickBooks Desktop Support
  • QuickBooks Integration
  • ProAdvisor Services
08

Industry-Specific Services

Accounting shaped to how your industry actually runs.

  • Real Estate
  • Construction
  • E-commerce
  • Restaurant & Hospitality
  • Healthcare Practice
  • Legal Practice
  • Nonprofit
  • Retail
  • Manufacturing
09

Specialized Services

Deeper financial roles and technical work when you need them.

  • Outsourced Controller
  • Part-Time Controller
  • Financial Reporting
  • Cost Accounting
  • Inventory Management
  • Job Costing
  • Project Accounting
  • Multi-Currency Accounting
  • Revenue Recognition
  • R&D Tax Credit Studies
How pricing works

Clear, scoped pricing — no surprises.

Ongoing support

Monthly Retainer

For bookkeeping, payroll, and advisory relationships that run all year.

Right-sized

Tiered Pricing

For tax preparation and services that scale with complexity and volume.

Defined scope

Fixed Fee

For projects like formation, cleanup, resolution, and one-time engagements.

Pricing depends on complexity, scope, timing, and the level of support needed. After intake and discovery, we provide a clear proposal before work begins.

Next step

Not sure which services you need?

Start with a consultation. We will review your situation, identify the right level of support, and let you know whether North Texas Advisors is the right fit.

[ Calendly routing form & booking embed. A short intake first segments new prospects from current clients. No sensitive tax documents are collected on the site — secure documents are handled later in the client portal. ]
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