A close with a date
A bookkeeper near Austin? The month still has a date.
Answer four quick questions. The lake can be a long way off. Your books still have to match the statement.
The hillside stays. The month gets a date.
Your Austin date check can start. Where should we reach you?
How the Austin date check works
- Say what near has to proveA date, a catch up, or payday and the return.
- Share one monthOn video. The statement agrees or it does not.
- Leave with a dateThe day the month closes, and who reads it with you.
No room by the lake
There is no office of ours beside the water. The month still closes on a date, with every account tied to its statement.
Payroll setup stays on a provider you run. Distance is not a reason to take the payday out of your hands.
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
Are you actually near Austin?
The practice is in Dallas. The close is a video call. The standard is the same date and the same bank match.
Why mention Town Lake?
People still use the old name. The water did not move. A month should be that stubborn about its statement.
Who is on the video call?
Steven Palmieri's practice. He is a Tax CFO and the Entrepreneur's CFO.
What if the books are months behind?
They close in order. The oldest open month goes first, on the screen you share.
