Your accounting software, expense tools, payroll, and CRM all hold a piece of the truth. When they don't line up, every report is a guess. We clean up the books, make sure data flows smoothly between your systems, and set things up so they stay right.
This firm is not a CPA firm, and its services are not regulated by the Texas State Board of Public Accountancy.
If two or more of these sound like your company, the issue probably isn't effort. It's how the systems were put together.
Most growing companies add software one tool at a time. A card program here, a bill pay app there, a new payroll provider when the old one got annoying. Each tool works fine on its own. No one plans how the data travels from one to the next.
That's where the errors creep in, such as transactions being coded twice, categories not matching, and revenue being split between systems that don't agree. A new hire can't solve it, because the problem was built in before they arrived.
We've been untangling these setups since 2005, starting with QuickBooks files most bookkeepers wouldn't touch. We look at the whole chain, from the swipe of a company card to the line on your tax return, and correct the weak links.
Catch-up bookkeeping:months or years of unrecorded or miscategorized transactions, brought current.
Reconciliations:every bank, credit card, and loan account matched to real statements.
Chart of accounts rebuild:categories that make sense for how you actually operate, so reports mean something.
Migration repair:cleaning up the mess left behind by a move between QuickBooks, NetSuite, Sage, or Xero.
Integration fixes:making Ramp, Bill.com, Expensify, Brex, your payroll platform, your CRM, and your sales channels feed the books correctly.
Month-end close process:a clear checklist and a named owner, so closing takes days instead of weeks.
Lender-ready financials:a balance sheet and P&L you can hand to a bank or investor without apologizing.
Software advice with no sales pitch:an honest opinion on whether to keep, fix, or replace what you have.
Every tool below works well when it’s set up correctly and connected properly to the rest of your systems. When something goes wrong, the setup is almost always the cause, not the software.
Thinking about moving to a new system? Talk to us before you sign, because the platform you already pay for can often do the job once it’s configured properly.
Most owners tell us the biggest change isn't the cleaner reports. It's opening their financials on a Monday morning without a knot in their stomach. Here’s where we start:
Talk it through.A free, confidential consultation. Tell us what's frustrating you and which tools you use. We'll tell you what we suspect is going on.
Look under the hood.We review your books and map every system that touches them, so we can see exactly where the data breaks.
Clean up and reconnect.We bring the books up to date, sort out the integrations, and set up a close process your team can follow.
Keep it clean.Monthly or quarterly reviews catch small issues before they grow, with an expert keeping eyes on your numbers all year.
Every miscoded expense is a deduction you might miss. Every unreconciled account is a question the IRS could ask. When your books are right all year, your return gets simpler, your tax bill gets smaller, and tax problems stop showing up in the first place.
Our work fits owners with roughly 12 to 50 employees whose operations depend on their systems. A few examples of what we see:
Online retail: Shopify, Amazon, and payment processor deposits that never match sales.
Construction: job costs scattered across spreadsheets, so nobody knows which projects make money.
Manufacturing and wholesale: inventory that drifts between the warehouse and the books.
Real estate developers: multiple projects and entities tangled in one set of books.
Professional services: CRM, billing, and payroll, each telling a different story.
Austin Tax Pros started in 2005, cleaning up accounting files for Austin owners. We still work with plenty of local companies, and after a free consultation, we are happy to meet in person anywhere in the Greater Austin area. Since nearly all of this work happens inside your software, clients anywhere in the country get the same hands-on help remotely.
Probably not. Most companies we see can keep their current system once it's set up correctly. If switching makes sense, we'll explain why in plain terms.
The first conversation is free and confidential. Tell us what's not adding up, and we'll tell you where we'd start.
Call or text (512) 996-5845