top of page
Search
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
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
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
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
Tax & Retirement Planning Tips for H-1B & TN Visa Holders: What Every Skilled Worker Should Know
Here’s a simple checklist to keep your tax and retirement plans on track even with immigration uncertainty:
a m
3 min read
Selling Stock Without Blowing Up Your Tax Bill: Timing, Gifting, and Layering Strategies
Selling a large stock position sounds simple — until taxes enter the picture. Without a plan, you could lose 20–30% of your gains to capital gains tax and NIIT (net investment income tax).
a m
1 min read
Cash Flow Is a Strategy — Not Just a Report
Revenue looks great on paper— but if your bank balance doesn’t match, you’re not alone.
a m
1 min read
You’re Growing Fast — Are Your Entity and Tax Structures Built to Keep Up?
Most Austin businesses start simple — usually as an LLC. But as you grow, that original setup may no longer support your financial goals...
a m
1 min read
Self-Employed in Texas? Here’s How to Deduct Health Insurance and Medical Expenses the Smart Way
Here’s a simple guide using real-world math to show when you should use Schedule C vs Schedule A.
a m
2 min read
Are You Paying Yourself the Right Way? Salary vs. Distributions in Texas
Once your business starts turning consistent profit, how you pay yourself becomes a critical financial decision — not just an accounting det
a m
1 min read
Your Business Outgrew TurboTax — Now What?
TurboTax and that part-time CPA cousin might not cut it anymore.
a m
1 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.
bottom of page