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Send the newest month you would already sign. A few lines about what is stuck will do. Most owners who land here are tired of a pile of names and stars. They want a person who will close last month and still talk about this year before it is over. A surprise bill is what makes a wary owner look twice. The fun part is not a ranking. We look at the same month and ask whether the deposits were reconciled.

That hope is reasonable. A closed month is a month the bank already matches. Payroll setup means the pay dates and the filings are in place, and you still run payday. Statements come from those closed months. The return uses that same closed year, and it does not borrow a different one.

Nothing on this page ranks a firm, and nothing here says this practice won a contest. If a cover needs a signature we do not give, the disclosures page says where that part goes. Those three pieces of work stay.

The useful start is the newest month whose bank export you would already trust, together with the activity that belongs to that month. Older months can stay messy while that one gets tied. We stop when the bank will not support the next month, and we say which month stopped us. A wary owner has already been promised a clean year that was not clean. We would rather name the month that stopped than invent a center for the file. The close still comes before anyone guesses a tax row.

Reconciliations are part of that close. So are the ordinary reports you would hand a lender who is not asking for a signed opinion. Clean numbers are the point. A story about a refund is not.

The 2015 trail park between Shepherd Drive and Sabine Street is Buffalo Bayou Park, the water near downtown. Every Texan can appreciate that walk. That paved trail is a walk we are glad to share with any Texan. The month still has to match the bank before anyone calls it finished.

If the year is still open, a decision about equipment, a retirement contribution, or the timing of a bill can still be made with the books in front of you. That conversation is earlier than a surprise in the spring.

Setup is the provider, the people, the pay dates, and the filings that follow a payday. You still decide what people are paid, and you still run the pay date. You keep the payday run. What we set up is the provider and the filings, and the pay date stays yours.

If a notice shows up later, we gather the months the notice asks about and put those months back in your hands. A hearing stays with you. This practice writes that boundary on the disclosures page before a file moves.

A crowded Saturday still leaves the bank match as our job. We do not need a pastry box to know the counter was busy. The proof you can check is the deposit, not a story about how busy the day felt. If the prior close left a gap, we say so before the return is prepared. The check a wary owner can make is the finished month beside the bank line that matches it.

We clean older months until the bank will match them. The month you are in gets watched so cash and what you owe stay visible. Dates and a few choices you can still make are how we look at the year ahead.

Send the month that will not sit still. A few lines are enough. We will say whether the useful next move is finishing that month, preparing the return, or pointing a signature at a firm allowed to sign.

March gets loud on a calendar even when no fair is in town. Prior months still get tied before a return is prepared. A wary owner has seen a busy month used as a reason to skip the close. We will not do that. Dial the number printed under the legal links. You will not find a front door in Houston for this practice. The files you send are what travel.