Free monthly service check
What should a Houston bookkeeping service include?
Four taps. The calm is a date that holds.
A calm morning. A date that holds.
The service-list check is ready. Where should we reach you?
How the free service check works
- Name the item that is lateThe close, the backlog, or a decision nobody wrote down.
- Put a day on itOften the tenth. The day is only real if the items land before it.
- Keep or decline the listYou see what a month from this practice contains. No standing order until you say so.
A vibe is not a deliverable
We will not describe a feeling and call it a service. You should be able to list what arrives, and on which morning.
Catch-up is not the same product as a standing close. Mixing them is how the date slides forever.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
What is on the list?
The bank match, statements you can read, and a short list of decisions that stay with you. Payday setup is separate, on a provider you run.
Why the tenth?
A named morning ends the chase. Another morning works if the items truly land before it.
Who does the work?
Steven Palmieri's practice. Steven Palmieri is a Tax CFO and the Entrepreneur's CFO, not a CPA firm.
Can the service start while months are open?
The open months are closed first, in order. The standing date begins after that.