You've got a quote measured in hours and a month that still needs somebody in the chair. Those two things are not the same purchase, and the difference shows up about six weeks in.
Counting hours is how most people price anything they haven't bought before, and there's nothing naive about it. The trouble is that an hour tells you what you're paying for and not what you're getting, so two quotes at the same rate can mean completely different months.
A meeting with a job attached is easier to judge. You can look at it and say whether that decision is worth having made, which is not a question a timesheet ever lets you ask.
Typically a read of the closed month, a session on whatever decision is actually in front of you, and a look far enough ahead that the filings and the cash don't surprise anybody. Your calendar stays yours, and the sessions get counted before anybody talks about a rate.
Source. The Texas rules on who may hold out as a public accountant, and on what a report may say, are Occupations Code 901.451, 901.453 and 901.456. Read 29 September 2026 at statutes.capitol.texas.gov.
The meetings are the shape. The seat is the thing you're buying. A Tax CFO is the controller and CFO seat for an owner-run business with the tax work inside it, so the books, the return and the plan come from one desk and the October number is decided before the year ends.
Breadth is the books, the filings and the return sitting with the person who chairs those meetings, so the advice has to survive being filed. Height is the session in the autumn where the year gets decided rather than reported on.
Tell us what decision is actually in front of you this month. That one sentence shapes the sessions better than a list of services would, and it's usually enough to say whether a month like this is worth buying at all.
Naming a meeting and giving it a job is ordinary work, and nothing about it comes with a CPA license, which this desk does not hold. Audits, reviews, compilations and assurance reports stay with a firm that does hold one, and if a quote you were given promised any of those, you'll hear so before a month is discussed. Setting payroll up on a provider you own is part of the job; pressing the button each period is yours. The fuller wording sits on the disclosures page.
Source. The Texas rules on who may hold out as a public accountant, and on what a report may say, are Occupations Code 901.451, 901.453 and 901.456. Read 29 September 2026 at statutes.capitol.texas.gov.
A sentence about the quote is enough. You will be talking to the Steven Palmieri practice.
You will be talking to the Steven Palmieri practice.