A hypothetical month, with the figures left off and the order kept visible.
Picture a morning early in the month, the bank feed willing to connect, and a close that can cover cash plus the categories that already agree. The open items get names. Nothing fancy is promised.
Picture instead a morning past the middle of the month. The leftovers become a list, and the close date slides to the next tenth without anyone being scolded for the calendar.
Work on an open month can include books closed to the bank, a return prepared from those books, and payday arranged on a provider you keep running. It cannot include an audit, a review, a compilation or an opinion on your statements, because no CPA credential is held at this desk and that work is reserved in Texas. If one of those is what somebody has asked you for, you will hear it in the first conversation rather than after a month has been promised. The longer list, examinations included, is on the disclosures page.
Source. Texas Occupations Code, section 901.451 on holding out, 901.453 on reports, and 901.456 on practice by unlicensed persons. Read 29 September 2026.
Talk about the month in front of you.
Owners often end the first conversation on the same sentence. They came for a service, and what they wanted was a month with a date on it, closed, read, and carried into the return by the same people.
You will be talking to the Steven Palmieri practice.