Business Services


Business and Financial Consulting

We’re Experts At Financial Planning & Analysis

The goal of business financial planning at any company is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. We do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

If you’ve been in business for a while, you could be coasting along, stuck in the routine of payroll, taxes, and worrying about cash flow. Sure, you’re probably earning a good living, but maybe you’ve been wondering if there’s any way you could become even more profitable–without making too many changes to your business practices.

The good news is that you can, and we are here to help you do just that.

An Accounting Firm That Understands Your Business.

If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Here’s what we do for you:

  • Financial reporting and analysis
  • Identify company-wide trends and variations in your business financials
  • Use historical performance data to forecast future performance
  • Profitability analysis
  • Develop and maintain strategic plans in support of growth
  • Business modeling
  • Budgeting and financial forecasting
  • Sales, marketing and economic analysis
  • Company performance management (developing key performance metrics and benchmarking)


Business Advisory

Exceptional Business Advisory Services in Houston

At the firm of Katy CPA Services, we are dedicated to helping the businesses of our community find long-term success. Our team of business advisors has guided countless restaurant, entrepreneurs, and other small businesses to maximize their profits and prepare for expansion. We get to know you and your goals, so our advice is tailored to your unique needs. Our extensive knowledge of tax codes, HR, accounting and other business operations gives us the expertise you can trust to help you navigate seamlessly through challenges and opportunities.

Your day-to-day priorities ebb and flow with business needs and market trends. We work with you to ensure you’re focusing your time and energy on areas that need your immediate attention and position you toward greater revenues. If you’re facing challenging uncertainties or simply want someone to optimize your business, we’re the small business advisory firm that always has your best interests at heart. Contact our team today to schedule your initial consultation and see how we can help you.

What Are Small Business Advisory Services?

Our team understands that it’s easy to get isolated at the top with few objective and knowledgeable people to consult about the course of your business. We are a group of personable financial professionals and subject matter experts who have been helping business better achieve their goals. By beginning our process with a thorough assessment of your operations and financial records, our business advisory solutions are designed to give you long-term benefits and direction. The road to success is rarely straight, and we provide the data and answers you need to make better choices about your future.

We break down all our data, so it’s easily discernable and usable. Our team wants you to be able to see all the possible disadvantages, advantages, and outcomes so you can make the best decisions at any given moment. We are impartial and will present everything without personal bias or any agenda other than simply wanting to see your company succeed.

Gaining a Better Understanding Through Benchmarking

It is essential to your long-term prospects to know when to implement changes or stay the course. Understanding the businesses around you—from how they’ve succeeded to their struggles— is key to better positioning your company to avoid common mishaps in your industry. This also allows us to better grasp your financial health and the areas where you can begin growing. Some of the benchmarking services we offer include:

  • Reviewing Financial Performance
  • Enhancing and Maximizing Revenue
  • Implementing Cost Controls
  • Increasing Customer Satisfaction
  • Evaluating Entity Operations
  • Assessing HR Operations

Leveraging Our Network of Experts

Putting the correct processes and operations into place is vital to the success of any business. Our business advisors want you to succeed in all areas of your business. We’re also not territorial in our approach. Getting you the best advice, regardless of where it comes from, is our priority. When you work with us, you get full access to our extensive network of experts and advisors to ensure you’re getting the best services possible.

Are you looking for help navigating a sticky HR issue? Or do you want to update your insurance policies or benefits package? We have the connections you need to get the answers you’re seeking. From wealth management to finding a lawyer, our Houston business advisory team is always in your corner.

Tax Planning for a Better Future

When your business succeeds, our community grows and thrives. One of the most effective ways to save money and resources is through reliable and proactive tax planning. We want to make sure you’re prepared for the future and partner with you to implement tax strategies that put more money back in your pocket while keeping you compliant with the IRS.

The tax regulations on the local, state, and federal levels are changing every year. Ourteam keeps up with every change so you don’t have to. Some of the ways we can help you include:

  • Ensuring all available deductibles and credits are obtained through thorough research of your economic situation
  • Maintaining compliance with all local, state, and federal tax laws
  • Offering reliable advice on tax strategies, including on business entity selection, expenses, and retirement funds
  • Helping you avoid any surprises or complexities in your taxes


Internal Control Assessment

The Committee of Sponsoring Organizations (COSO) defines Internal control as “a process, effected by an entity’s board of directors, management, and other personnel, designed to provide reasonable assurance regarding the achievement of objectives relating to operations, reporting, and compliance.”
A purpose of internal control is to help an organization accomplish its objectives and goals by safeguarding resources against fraud, errors, theft, and waste. Internal controls assist management in maintaining accurate and reliable financial data and promoting adherence to company policies. The Katy CPA Firm assesses internal control environments and implements controls that can help companies achieve success.

We serve our clients by providing the following:

  • People. Processes. Products. Help implement processes to protect financial assets and mitigate fraud
  • Ongoing communication, great customer service, and individual attention
  • Saving money by eliminating waste, reducing expenses, and improving processes
  • Tracking and analyzing spending patterns and identifying areas where expenses can be reduced
  • Educating and helping implement controls that can reduce theft and errors
  • Reliable and trusted professionals
  • Improving financial foundation—understanding financial position



Business Incorporation Services

Starting a new business is an exciting, rewarding, and somewhat stressful endeavor. There’s a long list of decisions to be made early on, but one of the most important is selecting the right business structure. The type of business entity you select can impact everything from how to establish owner compensation to how much you’ll pay in taxes. Don’t risk making the wrong choice, contact Katy CPA Services for guidance. We simplify the business incorporation process for new business owners and lead you towards the most appropriate structure for your business. We’ll help you weigh the benefits against the disadvantages of each entity type, so you can feel confident you’ve made the right choice for your new business.

Once you’ve formed your new company, it’s essential that you put accounting processes in place that will accurately track your financial data. We’ll show you the best way to keep your books in order and can provide the accounting and bookkeeping services you need to stay on top of your finances. We’ll also explain how to draft a compelling business plan that clearly outlines your business goals, so you can secure the financing you need to get up and running. With our guidance, you’ll be ready to meet the challenges of being a business owner.

New Business Advisory and Incorporation

Contact us today learn more about our incorporation and new business advisory services.

  • Entity selection – LLC, S Corporation, C Corporation
  • Business plan development
  • Assistance obtaining financing
  • Tax planning strategies for new businesses
  • Business Accounting Services


Retirement Planning

People are living longer than ever these days so there’s good reason to develop a retirement plan that helps you keep control of your money, build wealth, and plan for a secure future. The experienced wealth management team at Katy CPA Services specializes in retirement planning for high net worth individuals and business owners. We’ll work with you to achieve your financial goals and maintain your lifestyle during retirement while carefully preserving wealth for the next generation. Not only can we help ensure you get the highest possible value out of your accumulated wealth, we can show you how to plan for transferring your wealth to your beneficiaries with minimal tax implications.

We learn all we can about our clients’ financial priorities and goals so we can recommend personalized strategies for retirement planning, profit sharing plans, 401 (K) plans, and more. As your wealth grows and your circumstances change, we’ll adjust this plan accordingly so you can always have the peace of mind of knowing that you’re financially prepared for the years to come.

Retirement Planning Solutions for a Secure Future

Contact us today at 346-435-7306 for more information about our retirement planning services for individuals, entrepreneurs, and business owners. We’ll work with you to formulate a solid plan for retirement that will preserve wealth and bring you and your family financial security. We provide: 

  • Pension plan design, installation, and annual administration
  • Defined benefit plans
  • Profit sharing plans
  • 401 (K) & 403 (b)(7) Plans
  • Personal Wealth Planning Services
Free Estimation

Contact Us

If you have any questions, or would like to get started with a free consultation, please contact us today. We look forward to hearing from you.