Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

Bookkeeping Guru and Solution Specialist. QuickBooks ProAdvisor & TSheets Certified PRO. We setup each client with a seamless system to ensure that their books are kept up-to-date and accurate all year -- not just at tax time!

I am licensed Texas CPA who specialized in start-ups, small and medium size businesses: accounting, consulting, tax planning and estate tax matters. I used QuickBooks Desktop and Online, Freshbooks, Xero and Zoho. I can help you to setup your own bookkeeping system or run it for you depends on your business needs. I have very extensive experience in preparation of 1040s (from children’s 1040EZ to high-net worth individual returns), 1120 (including M-3 and preparation of provisions ASC740), 1065 and 1120S with multiple partners (up to 90) and multistate returns (up to 43 states), 1041, 706 and 709.

We are committed to helping small businesses thrive through outstanding business advice and consulting, great accounting, and smart tax planning and preparation.

We specialize in helping creative companies simplify their bookkeeping, payroll and tax compliance.

Honest, Consistent, and Unparalleled Tax and Accounting Services. We offer cost-effective and long-term solutions for your entire business, whether you are a fledgling entrepreneur or a seasoned corporation. Rest at ease knowing your internal processes are streamlined and working to your greatest benefit.

At CFO Leverage, we’ll help you manage your organization’s finances so you can focus on your mission. We only work with nonprofits, so we understand the unique complexities and compliance requirements of nonprofit accounting and can develop tailored financial solutions for organizations of all sizes. Let us leverage our skills so you can leverage your impact!