A directory can show you names. It cannot sit with the month.
The list fails in a specific way. It makes shops look interchangeable. One shop closes every month and prepares the return from those months. Another shop is excellent at a signature cover and does not want the monthly work. Another shop is a software reseller. The type is the same size. The work is not.
A person is the difference at the moment of the close. Someone looks at the deposit still in transit and says which month keeps it. Someone looks at the Saturday drawer and refuses to let Monday erase it. Someone looks at payroll setup and refuses to call that the payday. A list cannot do those three refusals.
Owners in Lubbock sometimes apologize for the state of the file. You do not have to. An open month is only a month that has not been tied yet. The apology does not tie the bank. A sitting does. Bring the ugly month first. Pretty months can wait.
We are the practice on the other side of that sitting. Steven Palmieri is the Tax CFO, the Entrepreneur's CFO, named so you know who answers. Video and shared books are the visit.
What the person does here is limited on purpose. Books, the monthly close, statements, payroll setup on a provider you run, and the return those months support. Not an audit cover. Not a review cover. Not a compilation cover. Not a promise that a penalty will be forgiven because the conversation was pleasant.
If the list has already given you a name you like, you can still ask that name the October question and the deposit question. If the answers are dull and specific, you may already be in good hands. This page is not a trap. It is a way to read.
When you want the reading done with us, send the month. The how-to-read page walks the lines. The filings page walks the 20th. Either one is a fair next step if you are not ready to send anything.