(325) 326-5832
Expert Financial Services
for Every Situation.
From monthly bookkeeping and payroll to tax preparation, CFO advisory, and full IRS representation — Oaxview delivers expert financial services to individuals and businesses in all 50 states.
Always Know Where
Your Business Stands.
Accurate, fully reconciled books every month — categorized, reported, and ready for tax time. Dedicated bookkeeper included on every plan.
Bookkeeping Starter (AI-Assisted)
Entry-level bookkeeping for businesses under 50 transactions/month. AI-categorized transactions reviewed by a certified bookkeeper. Upgrades seamlessly as you grow.
- Monthly bank reconciliation
- AI-assisted transaction categorization with human review
- Basic P&L statement
- Upgrade trigger at 76+ transactions/mo
Monthly Bookkeeping
Accurate, fully reconciled books delivered every month — so you always know exactly where your business stands financially.
- Monthly bank & credit card reconciliation
- Income & expense categorization
- P&L and balance sheet reporting
- Dedicated bookkeeper for your account
- QuickBooks Online or Xero management
- Monthly financial summary
Catch-Up & Clean-Up Bookkeeping
Months or years behind on your books? We get your records current and tax-ready — no matter how far back we need to go.
- Historical transaction categorization
- Account reconciliation from prior periods
- Identifying and correcting prior errors
- Tax-ready reports upon completion
- Transition to ongoing monthly bookkeeping
Accounts Payable Management
Bill management, payment scheduling, and vendor statement reconciliation against AP balances.
- Bill entry and payment scheduling
- Vendor statement reconciliation
- AP aging reports
- Tiered by bill volume
Accounts Receivable & Collections
Invoice creation, tracking, payment reminders, and collections process implementation to keep cash flowing.
- Invoice creation and tracking
- Payment reminders and collections workflow
- AR aging reports
- Often bundled with monthly bookkeeping
Bookkeeper Takeover & Transition
Structured takeover from your previous bookkeeper: data migration, error cleanup, and full reconciliation. Three tiers by months behind.
- Clean Slate (0–3 mo): $497
- Deep Recovery (3–12 mo): $997–$1,997
- Full Reconstruction (12+ mo): $2,997+
- Scope protection clause included
Bookkeeping Diagnostic Review
Full diagnostic review of existing accounting records — errors, gaps, compliance risks — with a clear remediation plan delivered.
- Full ledger error analysis
- Compliance risk identification
- Written remediation plan
- Optional follow-on cleanup service
1099 Filing & Contractor Management
Track contractor payments, prepare and e-file 1099-NEC and 1099-MISC forms. Deadline guaranteed.
- Contractor payment tracking
- 1099-NEC and 1099-MISC preparation
- E-filing with deadline guarantee
- $15–$25/form; $150 minimum
Inventory Tracking & WIP
Track stock levels, COGS, and variance for product-based businesses. Books always match shelves.
- Inventory level tracking
- COGS and variance reporting
- Work-in-progress job tracking
- Varies by product complexity
Every Deduction Found.
Every Deadline Met.
Accurate, maximized returns and proactive year-round planning — for individuals, freelancers, landlords, and businesses of every entity type, in all 50 states.
Individual Tax Preparation & Filing
Federal & state returns for W-2 earners, freelancers, investors, and landlords — every deduction found.
- Federal Form 1040 and all schedules
- Self-employment income (Schedule C)
- Rental income & real estate (Schedule E)
- Investment & capital gains reporting
- Multi-state returns
Business Tax Preparation & Filing
Accurate filings for S-Corps, C-Corps, LLCs, partnerships, and sole proprietors — on time, every deduction applied.
- S-Corp returns (Form 1120-S)
- Partnership returns (Form 1065)
- C-Corp returns (Form 1120)
- LLC single & multi-member returns
- 1099 contractor reporting
Year-Round Tax Planning
Proactive tax-saving opportunities, estimated payment planning, and moves that lower your bill before April. Three tiers available.
- Quarterly strategy reviews
- Estimated tax calculations
- Entity structure analysis
- Retirement & deduction planning
S-Corp Election & Tax Strategy
Analysis of S-Corp election suitability and complete election process handling. Ongoing savings often 10–20% of SE tax.
- S-Corp suitability analysis
- IRS Form 2553 election filing
- Payroll setup coordination
- ROI projection included
S-Corp Reasonable Compensation Survey
Documented analysis determining fair market salary for the work you perform — a defensible, IRS-ready W-2 number before taking distributions.
- Market salary research by role and geography
- Written IRS-defensible documentation
- Pairs with S-Corp election service
Sales Tax Filing & Compliance
Multi-state sales tax compliance: calculate, file, and remit returns across all required states. Nexus and apportionment compliant.
- Sales tax registration in required states
- Monthly, quarterly, or annual filing
- Nexus analysis for multi-state businesses
- Voluntary disclosure agreements
Franchise Tax Filing (Texas)
Annual Texas Franchise Tax return, margin tax optimization, and all correspondence handled. Three tiers for simple to multi-entity filers.
- No-Tax-Due report: $397/yr
- Quarterly estimates + annual: $788/yr
- Multi-entity suite: $1,200/yr
- All correspondence handled
Quarterly Tax Planning & Analysis
Quarterly estimated tax calculation and strategy review. Stay ahead of tax liability all year long — never get surprised at filing.
- Quarterly estimated tax calculation
- Strategy review and adjustments
- Federal and state estimates
- Often bundled with year-round planning
R&D Tax Credit Service
Full R&D tax credit claim process — zero upfront cost. You only pay if you save. Average SMB credit: $20K–$60K. Our EA credential means we represent you through any audit.
- Eligibility assessment (free)
- Forms 6765, 8974, and 941 preparation
- State-level R&D credits (33 states)
- Audit-ready documentation
Don't Face
the IRS Alone.
An IRS notice can feel terrifying — but you have rights, and you have options. Our Enrolled Agents hold the highest credential awarded by the IRS and are authorized to represent you in any tax matter, in any state, at any IRS level.
Unlike CPAs with state-only licenses, EAs are federally licensed to practice in all 50 states with unlimited representation rights — meaning we can speak on your behalf so you don't have to face the IRS directly.
Federally Licensed · All 50 States
Highest IRS-awarded credential — unlimited representation rights at every IRS level, in every state.
IRS Audit Representation
We take over all IRS communication — you may never speak with them directly.
- Correspondence audit response
- Field and office audit representation
- Document preparation and submission
- IRS Appeals representation
Back Taxes & Unfiled Returns
Years of unfiled returns? Growing tax debt? We get you compliant and minimize penalties.
- Prior-year return preparation & filing
- IRS compliance restoration
- Penalty and interest analysis
- First-time penalty abatement
Offer in Compromise
Settle your entire tax debt for less than the full amount owed in qualifying situations.
- OIC eligibility analysis
- Form 656 preparation
- Negotiation with the IRS on your behalf
- Post-acceptance compliance support
IRS Installment Agreements
Structured payment arrangements negotiated on your behalf — collection actions stopped while you pay.
- Installment agreement negotiation
- Currently Not Collectible (CNC) status
- Collection holds and levy prevention
Tax Lien & Levy Release
We work to release federal tax liens, stop wage garnishments, and lift bank account or property levies.
- Federal tax lien release and subordination
- Wage garnishment release
- Bank account & property levy release
Penalty Abatement
IRS penalties are often removable with the right documentation. We know exactly when and how to pursue abatement.
- First-time abatement (FTA) requests
- Reasonable cause penalty relief
- Statutory exceptions analysis
- Administrative waiver requests
Full-Service Payroll,
End to End.
End-to-end payroll for businesses of any size — from setup to ongoing processing, tax deposits, and year-end reporting. We handle every detail so you can focus on your team.
Full-Service Payroll Includes
Everything handled for businesses of any size
- Payroll setup & system configuration
- Employee onboarding & I-9/W-4 management
- Direct deposit processing
- Payroll tax deposits & filings (941, 940)
- State unemployment insurance (SUTA)
- New hire reporting
- W-2 preparation and distribution
- 1099 contractor processing
- Payroll reports on demand
Enterprise Finance.
Startup Price.
You don't need a full-time CFO to have CFO-level financial oversight. Our fractional finance team brings Controller, CFO, and FP&A expertise to your business — at a fraction of the cost of a full-time hire.
These services are ideal for businesses growing past $250K in revenue who need more than bookkeeping but aren't ready for a $200K+ full-time finance executive.
Talk to Our Team →Controller Services
Month-end close, internal controls, and financial accuracy oversight. Starts at $1,750/mo.
Fractional CFO Services
Strategic finance: budgeting, forecasting, investor-ready reporting. Starts at $2,500/mo.
FP&A Analyst Services
Financial models, forecasts, dashboards, and variance analysis. Starts at $300/mo add-on.
Controller Services
Month-end close, internal controls, policy enforcement, and financial accuracy oversight. Enterprise-level rigor at a fraction of the cost.
- Month-end close & financial statements
- Internal controls implementation
- AP, AR, and payroll oversight
- Tax compliance and audit readiness
Fractional CFO Services
Strategic finance partner: budgeting, forecasting, cash flow management, and investor-ready reporting. Startup to growth stage.
- Financial strategy aligned to business goals
- Capital structure & cash runway management
- Investor & lender relationship support
- Board-ready reporting
Budgeting & Forecasting
Annual budgets, rolling 12-month forecasts, and scenario models. Plan for growth and the unexpected.
- Annual budget by revenue and expense category
- Rolling 12-month reforecast
- Scenario modeling (best/base/worst)
- Monthly budget vs. actuals
Cash Flow Forecasting & Management
13-week and rolling cash flow models. Visibility into runway, flags shortfalls before they become a crisis.
- 13-week rolling cash flow model
- Daily/weekly update options
- Cash gap early-warning analysis
- Guidance on spending decisions
Custom Financial Dashboards & KPIs
Custom dashboards tracking the metrics that matter most to your industry — delivered in Looker Studio or Google Sheets, updated monthly.
- 5–10 KPI design and scorecard
- Looker Studio connected to QuickBooks
- Monthly delivery alongside financials
Job Costing & Project Profitability
Set up and manage job costing in your accounting system. Price smarter and identify losing projects fast.
- Job costing setup in QuickBooks
- Per-project profitability reporting
- COGS and variance analysis
- Higher complexity for construction clients
Business Performance Reviews
Quarterly deep-dive meetings: financial trend analysis, industry benchmarking, and an action plan to improve profitability.
- Quarterly financial trend analysis
- Industry benchmark comparison
- Profitability improvement action plan
- Often included in CFO/advisory plans
Marketing ROI Analysis
Connect marketing expenses to real revenue: CPL, CPA, ROAS by channel. Three tiers from basic P&L attribution to full CFO advisory.
- Tier 1 — Marketing P&L: $297/mo
- Tier 2 — Full attribution (CPL/CPA/ROAS): $597/mo
- Tier 3 — CFO advisory level: $1,200/mo
Internal Controls Review
Assess and implement internal financial controls — approval workflows, segregation of duties, and audit trails.
- Controls gap assessment
- Approval workflow design
- Segregation of duties implementation
- Fraud prevention audit trails
Make Every Major Decision
Backed by Data.
Financial planning and analysis — models, forecasts, and strategic packages that give growing businesses the same data-driven advantage as large enterprises.
Annual Budget Development
Detailed annual budget by revenue stream and expense category tied to your business goals.
- Revenue and expense budget by category
- Tied to business goals and milestones
- Delivered by November for next-year planning
Rolling 12-Month Forecast
Financial outlook that updates every month based on actuals — always showing the next 12 months.
- Revenue trajectory and cash position
- Runway visibility
- Refresh included in monthly close
Scenario / What-If Financial Modeling
Three-scenario model — best case, base case, worst case — for major business decisions backed by data.
- 3 full financial scenarios
- Additional scenarios at $150 each
- Delivered in Google Sheets or Excel
Headcount & First Hire Impact Modeling
Full financial impact of adding headcount: loaded cost, revenue to break even, cash flow impact, timeline to profitability.
- Loaded cost per role (salary + benefits + taxes)
- Break-even timeline analysis
- Cash flow impact modeling
Lender-Ready Financial Package
Complete package for SBA 7(a), business line of credit, or bank financing — 3-year projections, historical statements, and cash flow repayment model.
- 3-year financial projections
- Loan use schedule
- Historical financials (2 years normalized)
- Lender narrative summary (1-page)
KPI Design & Monthly Scorecard
Define 5–10 KPIs, build a monthly scorecard, delivered in Looker Studio or Google Sheets connected to QBO.
- KPI selection and definition
- Scorecard setup ($500–$800 one-time)
- Monthly delivery alongside financials
Revenue Forecasting by Service Line
Breakdown of revenue forecast by offer, client, or product line. Double down on what works, stop subsidizing what doesn't.
- Per service line or product revenue model
- Quarterly update option available
Annual Strategic Financial Planning Session
Annual session translating goals into a real financial model — revenue targets, expense budgets, and milestone checkpoints.
- Goals-to-financials translation
- Revenue targets and expense budgets
- Can be bundled with Scale plan
Build the Right Foundation
From Day One.
Starting a business, cleaning up an existing one, or setting up the right systems? We handle the structural and technical side so your finances support your growth.
Business Formation & Entity Selection
LLC, S-Corp, or C-Corp guidance — entity selection, state registrations, and tax efficiency setup from day one. Filing fees billed at cost.
- Entity type analysis and recommendation
- State registration coordination
- Tax efficiency setup from day one
- EIN obtainment included
QuickBooks Setup & Consulting
Starting fresh or fixing a messy chart of accounts? Our QuickBooks ProAdvisors get your system running correctly and smoothly from day one.
- New QuickBooks Online account setup
- Chart of accounts customization
- Bank feed connection and rules setup
- Training for your team
- Error cleanup and file repair
Business License Audit & Compliance
Audit current licenses, identify gaps, and keep renewals on track across all operating jurisdictions.
- Current license audit
- Gap identification by jurisdiction
- Renewal tracking
- Annual monitoring add-on available
Registered Agent Services
Receive state and legal correspondence on your behalf. Keep your business in good standing in every operating state.
- State and legal correspondence handling
- Good standing maintenance
- Multi-state coverage available
Accounting System Setup & Migration
QuickBooks Online, Xero, or another platform — set up from scratch or migrate existing data. Includes chart of accounts, integrations, and training.
- Platform setup or migration
- Chart of accounts customization
- Integration configuration
- Team training included
Work Smarter.
Automate the Rest.
We help you evaluate, implement, and automate your accounting technology stack — turning manual busywork into streamlined workflows.
Accounting Software Training & Support
QuickBooks Online, Xero, or your chosen platform — training for you and your team. Group packages available.
- One-on-one and group training options
- Platform walkthroughs and best practices
- Ongoing support available
AI Readiness & Technology Advisory
Evaluate your current accounting tech stack and recommend AI-powered tools and automations to reduce manual work.
- Tech stack assessment
- AI tool recommendations
- Implementation roadmap
- Ongoing advisory add-on available
Accounting Process Automation
Identify repetitive bookkeeping tasks — data entry, invoicing, reconciliation — and automate them. Spend time on what matters.
- Process audit and bottleneck identification
- Automation implementation
- Tool integration setup
- Ongoing maintenance varies
Ready to Get Started?
Book your free Discovery Call today. We'll review your situation, answer your questions, and build a service plan tailored specifically to you — all before you spend a single dollar.
📅 Book My Free Discovery CallFree · No commitment · Individuals & businesses in all 50 states