Call Us

+1 (713) 364-6580

Location

Kingwood, Texas, USA

Get In Touch

What is the mission?

Empowering small and mid-sized businesses to gain clarity and confidence — one financial cleanse at a time.

Who Are We?

We are a family of accountant, project managers, and executive administrators — second-generation leaders shaping smarter operations for non-profits and professional service firms alike.

Testimonials

What Say Clients

“We couldn’t believe how fast our estranged books were brought under control.”

At a law firm with 14 attorneys and 19 staff, Dwayne stepped in and replaced our previous outsourced bookkeeping firm in under 60 days — aligning our financials with trust accounting compliance and creating SOPs that improved internal transparency and audit readiness.

Owner / Managing Partner

Law Firm

“He helped us from backlogged chaos and future penalties in preparation for buyout”

Dwayne collaborated to create a custom sales tax reporting template for us in the due diligence phase of company purchase acquisition. He reconciled state & municipal filings, registered 16 new tax entities, and filed 18 months of back sales taxes — all while managing $10MM in revenue flow.

Owner / Founder

Omnichannel Retailer

“He brought technology and accounting systems that worked in our favor”

Dwayne introduced modern accounting systems to improve reconciliation, document organizing, and electronic filing processes. That accelerated the catch-up process by closing out three months of backlogged bank and credit card recons in just under three weeks — giving us the clarity we needed.

Owner / Founder

Custom Metal Fabricator

DO i NEED CPA OR BOOKKEEPER SERVICES?

A very common question with a simple answer = BOTH!

“Business finances are like school — you can’t skip homework and just expect to pass finals.”

CPA = principal

(-) Your Principal doesn’t grade daily homework.
(-) Your Principal doesn’t check every quiz.

(-) Your CPA doesn’t want to chase statements.
(-) Your CPA doesn’t want to reconcile your bank accounts.

Bookkeeper = teacher

(+) Your Teacher tracks homework and quizzes.
(+) Your Teacher keeps the gradebook clean.

(+) Your Bookkeeper reconciles accounts.
(+) Your Bookkeeper hands your CPA a tax-ready file that makes their job 10x easier.

Bookkeeper = Teacher (keeps the classroom — your transaction records — organized every day).

CPA = Principal (reviews the report cards — your financial statements — to set or adjust tax and compliance strategy).

Clean books = lower CPA bills, less stress, stronger business.

Services Offered

Bank Reconciliations

Credit Cards, LOC, Loans, etc

AR / AP Support

Customer / Vendor Payments

Sales Tax Prep

Registration, File, and Pay

Payroll Support

Time Entry to Payroll Taxes

Public Notary

Notary Services

System Conversion

Upgrade Paper/Excel processes

Project Insight

Tracker, Dashboards

Financial Statements

GAAP ready B/S and P/L

Management Reports

Budgets, Fund Accounting

Financial Literacy

Remote or In-Person Training

Let’s Start Your Journey!

Share a few details and one of us will get in contact with you to see how we can help add value to your journey. We can’t wait to hear from you!

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