Houston bookkeeping behind? Put it away by the tenth.

Since 1987 the big halls just east of downtown, the George R. Brown, have taken the large shows. A convention week is as easy for us to enjoy as it is for you. When those halls fill, we still ask whether the vendor closed last month before the doors opened.

Every May the energy business gathers for the Offshore Technology Conference, a show this part of Texas has hosted since 1969. Anyone who works around energy in Texas knows that week. We look at May and ask whether April was already put away before anyone traveled.

Along the Gulf the hot months run long and the winters stay mild. That long heat is a season every Texan can name. We see an air conditioning bill and ask which month it belongs in before we call the books finished.

Frenchy's has sold Creole food since 1969. That counter is one any Texan who likes Gulf Creole can name. A long line still sends us back to the food-cost month before we will call the books finished.

A company, in this search, means someone who is still here next month. We finish the month that just ended on the morning of the tenth. The bank statement, the card totals, and each loan balance have to agree before we call that month finished. Categories stay put so one month can be compared with the next.

Money collected for the state never belongs in the profit column. We pull it out before that month is put away. If the software shows one blended rate on a Harris County address, we split it back into the state portion, the city portion, and the transit portion before that month is finished. Fort Bend County can show an assistance district instead, so we look the address up rather than guessing.

Your existing pay calendar is the one we build the filings around. We set the provider up beside that calendar, and each payday stays in your hands. The return comes from those finished months. What you owe, or what comes back, is whatever the year adds up to, and this page will not guess it.

A report a lender can rely on, one that carries a signature, is described on the disclosures page, and that page names the kind of firm that can sign it. A monthly rhythm waits until every earlier month has a bank match. Open months are finished first, or we tell you the rhythm should wait.

The matched balance is the cash left after the bank agrees and after money you are holding for the state is set aside. The four accounts under that number are the ones we read with you. Amounts stay off the public page. The shape is what matters.

A printout in March can show a year that looks tidy and still hide three open months. We do not treat that file as the close. The close is the tenth, month after month, with the questions answered while the month is still the one you remember.

A statement we would hand a lender uses only months whose bank activity already matched. If a month is open, the statement waits. You should be able to ask where a number came from and hear the account, not a speech.

The work you came for is the work we do. Books stay current, payroll is set up, the bank is reconciled, statements are prepared, and the return follows that year. One person stays with that year from the open month through the return, and that person is Steven Palmieri.

Nothing here is a loan. Nothing here scores your file. If the books need a cleanup before a rhythm can start, that is what we say on the first call. The 30-minute call is a conversation. Signing the engagement is what begins the paid work.

The pages stay up if you want to read them before you write. The number under the wordmark is how a call starts. Tell us which month is still open and that is where we begin.