The Woodlands, TX · English & Español
We run the back office for small and growing businesses: monthly bookkeeping, year-round tax strategy and fractional CFO advice. One family-owned team, all year, in English or Spanish.
Why we started
“We needed strategy. We got homework and more problems.”
Adriana Sánchez Edmond, CPA
Founder, on why the firm exists
Emails that sit for a week. Books a quarter behind. A tax bill that shows up in April with no warning and no plan. Most owners we meet have been there, and so have we. Here is what we do differently.
You always know where things stand. No chasing, no silence, no surprises from your CPA.
CFO-level thinking every month, not a tax return dropped on your desk once a year in April.
We've worked inside large businesses, and we bring how they run their numbers to yours.
You hire us to take it off your plate, and that is exactly what happens. Family-owned and personal.
Clean books every month, payroll handled and P&L statements you can actually read, with revenue split by service line so you can see what really earns.
Get your books cleanYear-round planning on entity structure, deductions and timing, so you pay your fair share and April holds no surprises. Preparation is included.
Plan your taxesThe partner you call before a big decision on cash, pricing, a new hire or a new truck. CFO-level insight, without a full-time CFO's salary.
Talk to a CFOOne team. One relationship. No gaps.
Adriana works across two languages, two systems and two ways of doing business. So the firm works in English or Spanish, and cross-border questions don't scare us.
Le explicamos sus números en su idioma, con claridad y sin tecnicismos. Somos una firma de contadores públicos (CPA) con licencia en Texas, no un notario ni un multiservicio, y lo acompañamos todo el año.
HablemosForeign ownership, Form 1040-NR, tax-treaty questions and visa-related tax matters. Every situation is different, so we scope the work with you directly before we start.
Ask about your situationBook a discovery call and tell us about your business. We ask the right questions, listen properly and tell you honestly whether we're the right fit.
Clean books, tax strategy, CFO support or all three. You decide where to start, with clear, upfront pricing before you commit to anything.
A team in your corner, numbers you trust and the confidence to make real decisions. And your Saturdays back for the ball field.
Family-owned
A Texas-licensed CPA with 15+ years of experience, Adriana learned accounting inside real businesses, watching how executives read a P&L and make operational calls. Originally from San Luis Potosí, she works across two languages and two business cultures. She'll pick up the phone and explain it until it clicks.
Co-Founder & Operations Manager
Monley grew up working in his family's Houston businesses, answering phones and doing whatever was needed. Twenty years in energy, accounting and operations later, he's the reason deadlines get met, books stay clean and nobody has to chase anyone for an answer.
A little honesty
We'd rather tell you up front than waste your time. If any of these sound like you, another firm will serve you better.
If you want a real partner, we'd love to meet you.
Book a discovery callNo. Most people call us because things aren't organized. We'll work out what's needed together and agree the next step.
Yes. We stay small on purpose, so the person who answers knows your business and your goals.
No. We work with clients all year, with proactive tax strategy and monthly support instead of a once-a-year return.
Tax, accounting and advisory come from one team, explained in plain English (or Spanish), in a relationship that runs all year rather than one appointment in April.
Pricing is clear and upfront. You'll know exactly what's included before you commit to anything.
For our business-owner clients and their households, yes. We don't take on one-off individual returns.
Yes. We're cloud-based, with a secure client portal for your documents and messages. You're welcome at our office in The Woodlands too.
Yes: foreign ownership, Form 1040-NR, tax-treaty questions and visa-related tax matters. The scope depends on your situation, so let's talk it through.
Thirty minutes. We listen, ask about your business and tell you honestly whether we can help. If we can't, we'll point you to someone who can.
Tell us where things stand and we'll set up your 30-minute discovery call. Prefer the phone? Call 832-429-2025.
También puede escribirnos en español.
