Business Details
Your Trusted Accounting Partner in Flower Mound, TX
Marshall, Warzecha & Patrick, CPA is a full-service accounting firm licensed in Texas with over 35 years of experience serving business owners, executives, and independent professionals. Our team of CPAs, QuickBooks experts, and finance specialists combines technical expertise with personalized service to deliver tailored tax, accounting, and financial planning solutions. We prioritize proactive tax planning, business advisory services, and advanced QuickBooks support to help clients optimize financial health and operational efficiency.Our commitment to responsiveness ensures clients receive timely, accurate guidance, including free initial consultations and same-day phone support during peak seasons. As Advanced Certified QuickBooks Online ProAdvisors, we leverage cutting-edge accounting technology while maintaining traditional values of transparency and client-centric service.
Services
Small Business Accounting
Payroll Services
Part-Time CFO Services
Audits
Cash Flow Management
Bank Financing
Strategic Business Planning
Succession Planning
Tax Services
QuickBooks Services
Highlights and features
- We offer 35+ years of combined accounting expertise with personalized service
- Our team provides proactive tax planning and business advisory solutions
- We guarantee same-day phone support during busy tax seasons
- We are Advanced Certified QuickBooks Online ProAdvisors with technical expertise
- We offer free initial consultations to address your specific needs
Associations and certifications
- CPA
- Advanced Certified QuickBooks Online ProAdvisor
Services
Small Business Accounting
Our small business accounting services include monthly bank reconciliations, income statements, balance sheets, and general ledger maintenance. We ensure accurate financial records while providing unlimited consultations to help business owners understand their financial position. Our team handles all bookkeeping tasks to allow business owners to focus on operations.
Payroll Services
We offer comprehensive payroll solutions with three service tiers: full processing, after-the-fact reporting, and online payroll. Our services include tax reporting, direct deposits, W-2/1099 processing, and customized payroll reports. We handle all compliance requirements while saving business owners 12+ days annually.
QuickBooks Services
As Advanced Certified QuickBooks ProAdvisors, we provide software setup, training, troubleshooting, and system optimization. Our services include QuickBooks Tune-ups, technical support, and integration with other accounting systems like Sage and NetSuite to improve financial workflow efficiency.
Tax Services
We offer complete tax solutions for individuals and businesses including preparation, planning, and IRS representation. Our services address tax problems like back taxes, wage garnishments, and audit resolution while implementing strategies to minimize future tax liabilities.
Part-Time CFO Services
Our part-time CFO services provide strategic financial guidance at a fraction of full-time costs. We offer cash flow analysis, budgeting, profitability assessments, and business planning to help growing companies make data-driven decisions and improve financial performance.
People
Peter Marshall
Founder
Peter Marshall is a Certified Public Accountant with over 35 years of experience in public accounting. He established the firm to provide personalized accounting solutions while maintaining technical excellence and client-focused service.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, bank reconciliations, income statements, balance sheets, and unlimited consultations.
Do you offer payroll processing solutions?
Yes, we offer three payroll options: comprehensive services, after-the-fact processing, and online payroll with tax reporting and direct deposit.
Are you certified QuickBooks professionals?
We are Advanced Certified QuickBooks Online ProAdvisors with expertise in setup, training, troubleshooting, and system optimization.
What tax services do you provide for individuals?
We handle personal tax planning, estate planning, elder care tax issues, IRS audit representation, and resolution of back taxes owed.
Do you offer business advisory services?
Yes, we provide strategic business planning, cash flow management, succession planning, and part-time CFO services for growing businesses.
Videos
