Professional Services · Austin, TX · Serving business owners nationwide

You sell your team’s expertise. We help you see which clients and projects are actually worth it.

Consulting, engineering, architecture, marketing, and IT firms run on people and time. When hours, invoices, and payroll live in separate systems, it’s hard to tell which work pays and how much you can safely take home. We bring those numbers together, set up owner pay and taxes the right way, and stay in touch throughout the year.

What service firms get from working with us

  • Profit by client and project. We connect time, billing, and payroll data, so you can see which work earns its keep.
  • Owner pay set up the smart way. We help you balance salary and distributions in a way that holds up with the IRS and lowers your tax bill.
  • Cash flow you can plan around. We keep receivables, unbilled work, and estimated taxes visible, so slow-paying clients don’t catch you off guard.
  • One person who knows your firm. You work with Eric directly, and he gets to know your clients, your team, and how you price your work.

Common gaps in service-firm books, and how we close them

What we seeHours tracked in one tool and invoices in another, with no link to what each project costs.
How we helpWe connect your time, billing, and payroll data, so project margins appear in your reports.
What we seeOwners paying themselves in whatever way felt right, without a plan for salary versus distributions.
How we helpWe set up owner pay that’s defensible to the IRS and efficient at tax time.
What we seeContractors doing work that looks like employment, which can lead to back payroll taxes.
How we helpWe review how your contractors work and flag anyone at risk of being reclassified.
What we seeEstimated taxes skipped or underpaid after a strong year.
How we helpWe project what you’ll owe and set quarterly payments, so April doesn’t bring a surprise bill.
What we seeReceivables aging quietly while the team stays busy.
How we helpWe set up simple reporting that shows who owes what and how long it’s been outstanding.

Some Texas service firms owe sales tax and don’t know it.

Most professional services aren’t subject to Texas sales tax, but some digital and data services are, and agencies and IT firms often find out during an audit. Texas also lets you calculate franchise tax more than one way, and the best method for a service firm can change as payroll and revenue grow. We review what you sell and how you report it, so you pay what you owe and nothing more.

Your CRM, time tracker, and books should tell the same story about every client.

Service firms often run proposals in a CRM, time in a project tool, payroll in Gusto or ADP, and the books in QuickBooks or Xero. When those systems don’t share client and project names, no one can see real margins without a spreadsheet. We connect them, so revenue and labor cost meet in one report.

Behind on estimated taxes or holding an IRS notice? Call before it grows.

Service firm owners often fall behind on estimated payments after a good year, or receive a notice about payroll or 1099s that didn’t match. These are usually straightforward to resolve when handled early. We help you understand what’s owed, respond on time, and set up payments that keep you current.

How we start working with a service firm

  1. Talk it through.In a free, confidential consultation, tell us how your firm bills, how you pay yourself, and what you’d like to see more clearly.

  2. Look at how work turns into revenue.We review how a project moves from proposal to timesheet to invoice to payment.

  3. Connect the numbers.We clean up the books, link your systems, set up owner pay, and prepare your returns.

  4. Check in throughout the year.Regular reviews keep project margins, cash flow, and estimated taxes on track.

Austin

Austin is full of firms selling expertise, and we know how they run.

We’ve worked with Austin owners since 2005, including consulting, design, and technology firms that grew from a few people to a full team. After your free consultation, we are glad to meet in person anywhere in the Greater Austin area. Firms anywhere else in the country work with us by phone and video.

Questions service firm owners ask us

Often, once profit is well above what you’d pay yourself in salary. We’ll run the numbers during your free, confidential consultation and tell you whether it would save you money. See Business Formation & Structuring for more.

Find out which clients are really paying off.

The first conversation is free and confidential. Tell us how your firm works, and we’ll show you where better numbers and planning could help.

Call or text (512) 996-5845
Austin, TX 30.27° N · 97.74° W Based in Austin, TX · Serving business owners nationwide · In-person meetings available across Greater Austin

This firm is not a CPA firm, and its services are not regulated by the Texas State Board of Public Accountancy.

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