JAG CPA & CO. · SERVICES
Houston CPA Services for Small Businesses
At JAG CPA & Co., we meet you where you are and help you ascend—from essential tax and bookkeeping to CAS dashboards and fractional CFO strategy, all delivered by a Houston CPA team. Your path: Trailhead → Mid‑Climb → Summit Peak.
01 · TRAILHEAD
Compliance Essentials
Tax Preparation (Houston)
Get compliant with accurate, on‑time returns prepared by a Houston CPA. We handle federal and state filings, organize your documents, and flag planning opportunities for next year—without surprises.
Bookkeeping & QuickBooks — Houston
Monthly bookkeeping and cleanup from a Houston CPA team. We reconcile accounts, standardize month‑end entries, and deliver management‑ready reports. Built to connect with Payroll now and CAS later.
Payroll Services
Outsource payroll to a local Houston CPA. We set up schedules and direct deposit, file quarterly/annual taxes, prepare W‑2/1099s, and handle multi‑state compliance—integrated with your books.
02 · MID-CLIMB
Insight Builder
Clarity Tax Planning
Proactive tax guidance, planning questions, and agreed check-ins to help you understand your next decisions.
Client Accounting Services (CAS)
CAS transforms clean books into insight. We deliver monthly close plus KPI dashboards, Budget vs. Actuals, and cash‑flow forecasting—controller oversight from a Houston CPA so you can run the business smarter.
03 · SUMMIT PEAK
Strategic Alliance
Elevate Tax Planning
Deeper tax planning for more complex decisions, with the scope and review schedule agreed for your business.
CFO Services (Fractional/Part-Time CFO)
Executive‑level finance without a full‑time hire. We lead forecasting, scenario planning, board‑ready reporting, and monthly strategy so you can make confident decisions with a Houston CPA at your side.
Accounting/advisory and tax planning are separate service paths. Annual tax-return preparation is quoted separately. Your engagement defines the services and check-in schedule.
YOUR FIRST STEP
How working with JAG begins
01
Request a consultation
Choose a time and complete the questionnaire so Joe can understand your business and what you need help with.
02
We review the fit
Joe reviews your answers to understand whether JAG is the right fit for the conversation.
03
Receive your confirmation
Your appointment is confirmed after Joe’s review and approval.
04
Talk through your goals and next step
Start with what you want to achieve, the facts that matter, and the questions you want to work through. Discuss the practical next step for your business.