Wallace CPA Southlake, TX
Business advisory means using your financial records to make better decisions. Wallace CPA helps Southlake, TX owners with planning, part-time CFO support, cash flow, bank financing, succession and valuation, using real numbers from your books rather than guesses. We explain each step and the choices you have, and we do not promise results.
A business plan sets goals, tests the numbers and gives you something to measure. The SBA says a good business plan guides you through each stage of starting and managing your business. Wallace CPA helps you build projections from your real records. Read our guide on starting a business in Texas.
A part-time CFO gives you regular financial leadership without a full-time hire. That can include monthly reviews of results, budgets, forecasts and talks about next steps. Wallace CPA works with your books, so the reports stand on current numbers. See small business accounting for the records behind them.
Cash flow is the timing of money coming in and going out. A profit can still leave you short if customers pay slowly or taxes come due at once. We build a simple forecast, check tax payment dates and look at what drives the gaps. The small business tax calendar lists payment dates to plan around.
Lenders usually ask for financial statements, tax returns and a plan. We help organize those records and explain what they show. The SBA says its guaranteed loans are delivered by lenders, and that businesses must be creditworthy and show a reasonable ability to repay. We cannot promise a loan.
Succession planning decides who runs or owns the business when you step back. The tax side includes how a transfer is taxed and what records the buyer needs. An attorney handles the legal documents. We cover the tax and financial side and work with your attorney.
A business valuation estimates what a business is worth for a purchase, sale, buy-sell agreement or estate matter. The purpose changes the method. Wallace CPA can explain the process and the numbers that feed it. Ask us first about your purpose.
General information, not advice for your situation. Talk with a CPA about your own facts before you act.
Ask anything else: call (877) 682-1171.
Read the guideTexas business taxes, explained for small business ownersNo. An attorney handles legal documents. We cover the tax and financial side and can work with your attorney.
No. The lender decides. We help prepare your financial records.
The schedule is set with you, often monthly or quarterly.
No. It is general information. Talk to a CPA about your situation.
Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one.
