Diagnostic
$2,500 fixed
A two-week paid engagement. I review the books, the margins and the cash cycle, then deliver a written findings memo. The fee credits in full against your first three months if you start a retainer within 30 days.
Serving Athens, Henderson County
A CPA for Athens and Cedar Creek Lake businesses.
Henderson County runs on two clocks. The lake economy around Cedar Creek and Lake Palestine earns most of its year in a handful of months: marinas, short-term rentals, restaurants, dock and boat services, and the contractors who build for lake homeowners. The rest of the county keeps steadier time, in food processing, clay products, furniture and machinery, cattle and hay, and a retail sector serving a fast-growing retiree population. Both need books that tell the truth, and they need different things from them.
What Athens books need to handle
- Seasonal cash
- A business earning seventy percent of its revenue between April and September needs a plan for the other six months.
- Cattle and hay operations
- Livestock accounting, agricultural depreciation and the way land, equipment and herd interact on a balance sheet need deliberate treatment, month by month.
- Family manufacturers without a controller
- Second and third generation shops doing real revenue on books kept the way they were kept in 1995.
The drive
Athens is about forty-five minutes west of Tyler on US-175, and the lake communities are closer still.
Also serving Longview and Jacksonville.
Schedule of Fees
Accounting
$1,250+ per month
Monthly close and full balance-sheet reconciliation. Revenue and cost coding aligned to how the business actually makes money. Job costing and departmental reporting. Financial statements by the 15th. Payables review and year-end support for your tax preparer.
Books + CFO
$3,500+ per month
Everything in Accounting, plus a monthly results review with the owner, margin and pricing analysis, 13-week cash forecasting, hiring and capacity modeling, and internal control work.
Operating Partner
$5,000+ per month
Everything in Books + CFO, on a weekly cadence. Board-style reporting, lender and banking support, and direct involvement in hiring, pricing and capital decisions.
Fixed monthly retainers, quoted in writing before any work begins. The plus sign reflects scope — entity count, transaction volume and headcount move the fee. You will know the number before you commit to anything.
Let's talk about your books.
Send a short note or call directly. The first conversation is free, and I reply personally within one business day.