A person, not a portal

Want a bookkeeper near Fort Worth who will meet you?

Four taps. A portal is not a person.

Two columns. A person who will say they match.

Question 1 of 4

What kind of near are you asking for?

Question 2 of 4

What usually goes wrong?

Question 3 of 4

How do you want the meeting to happen?

Question 4 of 4

When do you want a person on it?

The person check is ready. Where should we reach you?

    You will be talking to the Steven Palmieri practice.

    Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

    Prefer to read first? It's all below ↓

    Bookkeepers near Fort Worth.A person who will actually meet you.

    You put near in that search on purpose. You want someone on this side of the Metroplex who closes the month, reconciles every account, and answers the same day when you ask about a deposit. That is the work, and it starts with a free look at your QuickBooks file. Steven Palmieri, the Tax CFO, runs the practice in Dallas and meets owners in Fort Worth by video, and in person by appointment when a sit-down helps.

    Start the free look
    bookkeepers near Fort Worth, then a person who will actually meet you

    Name the open month

    Steven Palmieri, Tax CFO

    You will be talking to the Steven Palmieri practice.

    Twelve months scroll, and the closed ones turn gold

    What each month needs to close

    Open a month. See what that month still needs.

    1. 1January

      Last year still has months nobody closed, and the oldest one is the place we start.

      We open that oldest month with you before any new month is touched.

    2. 2February

      Contractor forms go out for people who crossed the line that requires one.

      Those forms leave from your office or from the payroll company you already run, and the payments are already in the books.

    3. 3March

      The return can start only if the months under it already match the bank.

      The return waits until those Fort Worth months match the bank, and we say that out loud.

    4. 4April

      April 15 is the Tarrant rendition day for shelves, trucks, and equipment on a Fort Worth shop floor.

      We tie that list to a month that already agrees with the bank, then you sign what is yours.

    5. 5May

      May 15 is when Tarrant owners file the yearly franchise report, and the filing wants the legal name rather than the name painted on the glass.

      We read the report beside the closed months so the name and the numbers come from the same file.

    6. 6June

      A look in the middle of the year shows whether owner pay and the big purchases still fit.

      The Tax CFO reads that closed month with you while a change can still land.

    7. 7July

      Summer is when a quiet inbox makes an owner wonder if anyone is still there.

      The same person who closed March still answers in July, the same day you ask.

    8. 8August

      A busy August can bury card batches that a quiet week never earns.

      We name those batches in the month they landed, before the sales tax row goes out.

    9. 9September

      A job at Alliance can drop a deposit question in the middle of a workday.

      We answer that question the same day, on a video call or at a table if you want one.

    10. 10October

      October is the month that still lets you change owner pay, an election, or a purchase.

      We sit with that finished month and list the moves that can still land before December.

    11. 11November

      The sales tax for October is due on the 20th, and the pieces should already be split.

      We split state, city, transit, and the crime control piece in the month the customer paid.

    12. 12December

      The last month of the year is the one next year's return will stand on.

      The bank and the books have to match before we treat December as done.

    Open a month.

    Steven Palmieri, Tax CFO

    Fort Worth owners meet Steven Palmieri, who carries the Tax CFO title on the Dallas practice. Video is the ordinary room, and a table is by appointment.

    Meet Steven Palmieri

    The free look.

    Read this

    The old promise on this door stays. A free look at your QuickBooks file comes before any paid work. We open the file, see which months never got a close, and tell you what we can tie and what is still a question. That note comes back as ordinary sentences you can read at the shop.

    The three promises that were already true stay true. The month gets closed. We will meet in person by appointment when a sit-down helps. A question about a deposit gets an answer within one business day. There is no office in Fort Worth. The practice is in Dallas, and the appointment is how near stays honest.

    Payroll setup is part of the same practice, on the provider you already run. You keep the login and you keep the button that pays people. We set the company up before the first run. We do not run payday.

    Coffee in the Near Southside.

    Read this

    Coffee in the Near Southside before a lender call is the sit-down that search was really asking for. We can meet at that table by appointment, with a closed month on the laptop, so the call is about a number you have already seen.

    A shop in Keller or Mansfield gets the same offer. The drive is yours to make or not. If a screen is enough, the video call is the same close. Near is a person who will show up, not a pin that pretends we keep a lobby on your block.

    The Cultural District is a fine place to sit before a lender wants a package. We bring the months that match the bank. We do not bring a tour. The feeling you came with was wanting a person, and the table is there when that person should be in the room.

    A deposit question from Alliance.

    Read this

    A job at Alliance can raise a deposit question in the middle of the day. We answer it the same day. That is the neighbor part of this work. The books do not wait until a monthly packet to learn what a wire was.

    We do not claim a room out at Alliance, and we do not claim we live on that side of town. We work with owners there from the practice in Dallas, by video, by a shared file, and in person when you ask for a table. The answer still lands the same day.

    The wink is the books. A busy yard and a quiet shop close on the same rhythm, because the bank does not care which gate the truck used. The deposit gets a name. The month gets put away.

    The rate you already ring up.

    Read this

    Trinity Metro has added half a percent inside Fort Worth since 1984, and only inside the city. We pull that piece out of the deposit in the month the customer paid. You already know the train. We know it as a line that has to be named before the 20th.

    The combined rate in Fort Worth is 8.25 percent. The state keeps 6.25, the city keeps 1, Trinity Metro keeps half a point, and the crime control district keeps the other half. The county slot on a Fort Worth sale stays at zero. We split those pieces the day the money lands, so a summer report is not the first time anyone sees them.

    There is no Comptroller office you can walk into in Fort Worth. The nearest counters are the Dallas offices, or the state's virtual office. You wanted a person rather than a portal. We are that person by video or by appointment, and the filing still goes out on the date.

    April 15 is not only the return.

    Read this

    When the Tarrant list of shelves and trucks shows up on April 15, only a written request filed with the appraisal district before that day moves it. When that list shows up, we want it tied to shelves and trucks that a closed month already agrees with.

    The franchise report follows in May, on the 15th, and it wants the legal name. A name painted on the glass is not the name the report uses. We read the report next to the closed months so the two do not argue.

    Those dates are why a close that lands on a day matters. A month left open in March becomes a guess in the May report. We would rather close March while the year can still be read.

    After the close.

    Read this

    The past months get cleaned up so you can see them. The month you are in now keeps a named day on the calendar. Then the year ahead is something you can decide, owner pay and a purchase included, instead of a surprise in the spring.

    A bookkeeper nearby can hand the month back. The Tax CFO sits with that month and asks what it means for the rest of the year. That is the step up, said in ordinary words, and it is why the free look is worth starting.

    You can stop after the look. Until both of us sign a Fort Worth scope page that names the fee, the form is only a note and the file stays yours.

    Tell us which month is open

    Steven Palmieri, Tax CFO

    You will be talking to the Steven Palmieri practice.