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Level Up Your Practice: Partner with a Proactive Bookkeeping Firm
As your business grows, your numbers get more complicated—and more critical. But let’s face it: staying on top of the books isn’t what...
Ely Bustos
2 min read
Retirement Planning for Visa Holders: How to Save Smartly Without Risking Your Status
If you're working in the U.S. on an H-1B or TN visa , you’ve already tackled big life changes and career leaps. But there’s one area that...
Ely Bustos
2 min read
Beyond Compliance: Bookkeeping for Proactive Client Advisory
For many business owners, bookkeeping feels like a chore — something you do because you have to, not because you want to. Maybe it’s...
Ely Bustos
2 min read
Overloaded on Company Stock? Why Diversification Isn’t Just a Buzzword
You’ve worked hard. Maybe you’ve been with your company for years, climbed the ladder, and as a reward, you’ve stacked up a ton of...
Ely Bustos
2 min read
Celebrate Wins, Catch Gaps: November is for Reflection
With the year nearly behind you and the holiday season approaching, November is an ideal time to slow down—briefly—and reflect on how...
Ely Bustos
2 min read
Scaling Smarter: When to Rethink Your Tax Strategy as Revenue Grows
You’ve put in the late nights, launched the offer, hired your first few contractors—and now the numbers are starting to jump. But here’s...
Ely Bustos
2 min read
October Is the New January (for Tax Planning)
Many small business owners treat tax season as a January problem—but the smartest planning happens before the year ends. October is the...
Ely Bustos
2 min read
How to Think Like a CFO (Even If You’re Still a Team of One)
Running your business solo can feel like a never-ending juggling act: managing clients, sending invoices, creating content, handling...
Ely Bustos
2 min read
Beyond the Books: How Clean Financials Improve Client Confidence and Business Value
As a small business owner or service provider, bookkeeping often falls into the “have to” column instead of the “want to” one. But here’s...
Ely Bustos
2 min read
Capital Gains Season: What to Know Before You Sell 💰📉
As we head into the final stretch of the year, many investors start eyeing their portfolios and wondering: Should I sell now or wait...
Ely Bustos
2 min read
Bookkeeping in a Spreadsheet? Time to Level Up
If you're still using Excel or Google Sheets to track your business finances, first of all—props to you. Spreadsheets are flexible,...
Ely Bustos
2 min read
Are You Charging Enough for Q4? Small Business Tax Planning Tips for Ending the Year Strong
As Q4 rolls in, the pressure mounts for small business owners to finish the year on a high note. Between chasing year-end goals, prepping...
Ely Bustos
2 min read
Why a Money Market ETF is a Smarter Than a Bank CD or High Yield Savings account (Especially in Texas)
If you’ve driven down South Congress or seen signs at your local Austin bank branch offering “5.00% CD specials,” you might be tempted to...
Ely Bustos
2 min read
From Chaos to Clarity: How a Tech-Savvy EA Can Be a Bankruptcy Lawyer's Secret Weapon
Your Client's Lifeline: The Essential Role of a Tech-Savvy EA in Bankruptcy Cases Bankruptcy cases are inherently complex and...
Ely Bustos
3 min read
Maximize Your Profit: Choosing the Best Payout Strategy for Your Texas Business
Once your business starts turning consistent profit, how you pay yourself becomes a critical financial decision — not just an accounting...
Ely Bustos
1 min read
Back-to-Business Basics: Clean Books, Clear Mind
August may not feel like a big month on the business calendar—but it’s the perfect time to get your financial house in order before the...
Ely Bustos
2 min read
Business Owner’s Guide: 3 Smart Financial Moves Before Year-End
The fourth quarter flies by fast. If you’re a business owner, the time to think about tax strategy and financial planning isn’t December...
Ely Bustos
2 min read
The Client Experience Evolution: Increasing Your Firm's Value Through Strategic Partnerships
Partnering for Peak Performance: How Collaboration Can Redefine Client Success In today's interconnected world, clients expect seamless,...
Ely Bustos
2 min read
RSUs, Stock Compensation, and Tax Surprises—Don’t Let the IRS Catch You Off Guard
If you work in tech or at a startup in Austin, chances are a big chunk of your paycheck comes in stock, not cash. Restricted Stock Units...
Ely Bustos
3 min read
Mid-Year Money Check: Are You on Track?
As we cross the midpoint of 2025, it’s the right time to hit pause and assess how your business is performing financially. Whether you’ve...
Ely Bustos
2 min read
Outsource Your Bookkeeping & Partner with us to develop your Financial Strategy
We provide expert bookkeeping and tax advisory to help businesses and professionals streamline finances, reduce tax burdens, and plan for long-term growth. Unlike generic bookkeeping firms, we offer strategic financial guidance—giving you clarity, confidence, and the freedom to focus on what you do best.
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