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 Longview, Gregg County
A CPA for Longview businesses.
Longview runs on work that is genuinely hard to account for. Fabrication and machining shops, oilfield service companies, trucking and logistics along I-20, and the contractors who serve all of them. Dana, Eastman Chemical, Komatsu, Trinity Rail and AAON anchor the manufacturing base, and much of the local economy is the smaller companies that supply them. I keep the monthly books for owner-led businesses and sit in as the financial voice their size does not yet justify hiring.
What Longview books need to handle
- Job and contract costing
- A shop that prices by the job needs to know what each job earned, not what the month earned.
- Work in progress
- Long-cycle jobs billed on progress push revenue and cost into the wrong period, which makes every monthly statement wrong until the job closes.
- Equipment-heavy balance sheets
- Trucks, presses, rigs and shop equipment mean fixed-asset schedules, financing and depreciation that rarely get touched between tax years.
The drive
Longview is forty minutes from my desk in Tyler, straight down I-20. I meet in person when it is useful.
Also serving Athens 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.