Dallas, Texas

What day one puts on your calendar when you hire a desk.

The call, the month you want closed, and nothing that pretends to be a launch.

Day one, marked

The rest of the rail hangs off this call. If the call has no month on it, the later days are decoration.

The first thirty days
Every line in this table belongs to the same group: Other filings.
Other filings
day 1Day 1The call, and the month you want closed
Day 2An invite into the file you already pay for
Day 12One operating account agreed to the bank
The following tenthThe first page you are allowed to trust
A picture of a start. The days are not a measured average, and no client date is filled in.
CFOThe CFO seat a company actually recruits
ControllerThe close, the filings, and the first trusted tenth
Accountants, and the reserved workThe work the law reserves to a CPA
A Tax CFO is the CPA alternative for owners who need the books, the return and the plan from one desk. Businesses don't hire a CPA. They hire a CFO.

The call

Day one is a conversation with a date on it. You say which month you want finished. That sentence is the mile marker. Bring it written on your own calendar if you already have one.

Day two keeps the password

The file opens by invite, into the subscription you already pay for. The password stays with you. When the relationship ends, the invite can come off, and the file is still in your name.

Day twelve agrees one account

One operating account, agreed to the bank. Not a tour of every feed. The question to ask is which account should be the first.

A name, and a backup

You should be able to name the person on the screen, and the person who covers the tenth when that person is away. Both names, before you decide. The names on this page are a picture, not a client roster.

See the first thirty days dated

A start date is not a license

Dating the first close is ordinary work and the person on this rail holds no CPA license. Audits, reviews, compilations and reports that give assurance on your statements stay with a firm that holds one.

Payroll can be prepared here and is run by you on a provider you own. This desk doesn't stand in for you in an examination. The rest of the wording is on the disclosures page.

Source. Texas Occupations Code sections 901.451, 901.453 and 901.456, the rules behind that limit, read 29 September 2026 while dating a first close.

What you hold before a fee

The rail, blank or marked. Breadth is day two and day twelve belonging to the same close as the return. Height is day one already aiming at a year that is still open.

Book a Tax CFO meeting

Bring the month you want finished

You will be talking to the Steven Palmieri practice.

You will be talking to the Steven Palmieri practice.

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