Resources

Straight answers about your money.

Plain-English guides on bookkeeping, taxes, and running a service business in Texas. No jargon, no fluff. Just the stuff I'd tell you on a call.

Start here 20 min read

The Complete Financial Playbook for Texas Trades & Service Businesses

The big-picture guide that ties it all together — entity structure, taxes, bookkeeping, and cash flow for Texas business owners. If you only read one thing, read this.

Read the playbook

Bookkeeping 4 guides

Bookkeeping8 min

Bookkeeper vs. Accountant vs. CPA: Who Do You Actually Need?

Three words people use like they're the same thing. They're not, and picking wrong costs you money.

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Bookkeeping9 min

How to Clean Up Messy Books (Before They Cost You)

Behind on your books? Here's how to dig out, in the right order, without losing a whole weekend.

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Bookkeeping8 min

How Much Should Bookkeeping Cost a Small Business?

Real numbers for DIY, freelancers, firms, and CPAs, so nobody overcharges you.

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Bookkeeping7 min

DIY Bookkeeping vs. Hiring a Pro: When to Hand It Off

Doing your own books is fine, right up until it isn't. Here's how to tell which side you're on.

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Taxes 6 guides

Taxes10 min

Sole Prop vs. LLC vs. S-Corp

How your business structure changes what you owe, and when it's worth switching.

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Taxes9 min

Self-Employment Tax, Explained

The 15.3% nobody warned you about, and the legal ways to bring it down.

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Taxes12 min

The Complete Tax Deduction Guide for Trades

Every deduction HVAC, plumbing, and electrical businesses should be taking.

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Taxes9 min

Section 179 & The Truck Deduction

How to time a vehicle purchase so you actually get the write-off this year.

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Taxes9 min

Quarterly Tax Planning: The 90-Day System

The rhythm that keeps April from blindsiding you every year.

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Taxes8 min

Every Texas Tax Deadline You Need to Know

Franchise Tax, PIR, payroll, sales tax, all of it, in one calendar.

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Payroll 1 guide

Payroll10 min

1099 vs. W-2: Are Your Subs Actually Subs?

The #1 audit issue in trades, and how to stay on the right side of it.

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Running the Business 1 guide

Running the Business10 min

Why Profitable Businesses Run Out of Cash

You can be profitable and broke at the same time. Here's the 13-week fix.

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