Bookz2Tax
Bookz2Tax
  • Home
  • About Us
  • Services
    • Bookkeeping
    • Tax Preparation & Filing
    • Financial Reporting
    • Payroll
    • QB Setup & Training
    • CFO & Advisory Services
  • More
    • Home
    • About Us
    • Services
      • Bookkeeping
      • Tax Preparation & Filing
      • Financial Reporting
      • Payroll
      • QB Setup & Training
      • CFO & Advisory Services
Contact Us
  • Home
  • About Us
  • Services
    • Bookkeeping
    • Tax Preparation & Filing
    • Financial Reporting
    • Payroll
    • QB Setup & Training
    • CFO & Advisory Services
Contact Us

Big-Picture Guidance for Small Businesses

 Growth isn’t just about revenue — it’s about making smart, strategic decisions. We offer part-time CFO services so you can scale with confidence, not guesswork. 

BOOK A FREE CONSULTATION

What You Can Expect

Monthly Strategy Calls

Budgeting & Forecasting

Budgeting & Forecasting

 Get expert input on pricing, cash flow, runway, and growth. 

Budgeting & Forecasting

Budgeting & Forecasting

Budgeting & Forecasting

 Plan for the next quarter (or year) with accurate financial modeling. 

Cash Flow Management

Budgeting & Forecasting

Cash Flow Management

 Avoid the panic of “do we have enough to pay everyone next month?” 

Financial Dashboards

Big Decisions, Backed by Data

Cash Flow Management

 We build tools to track your key numbers in real time.

Fundraising Support

Big Decisions, Backed by Data

Big Decisions, Backed by Data

 We help prep your financials for investors or bank loans. 

Big Decisions, Backed by Data

Big Decisions, Backed by Data

Big Decisions, Backed by Data

 Thinking about hiring? Expanding? We'll run the numbers and guide your next move. 

“I used to avoid QuickBooks like the plague. Now I actually kind of love it.”

Ready to take the next step?

Book your free consultation

Book your free consultation

Book your free consultation

 We'll learn about your business and answer your questions. 

Get a custom quote

Book your free consultation

Book your free consultation

 No pressure, no hidden fees. 

Start strong

Book your free consultation

Start strong

 We’ll onboard you fast and set everything up for success. 

Your business is unique. Your accounting should be too.

BOOK A FREE CONSULTATION
  • Home
  • About Us
  • Contact Us

Bookz2Tax

633 E. Fernhurst Dr., Suite 1503 Katy, Texas 77450

346.307.3004

Copyright © 2025 Bookz2Tax - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept