Business Details
Trusted Certified Public Accountants in Richardson, TX
A & G has dedicated itself to helping clients build business and personal value through strategic tax planning and robust accounting platforms. Our team provides accurate financial reporting, lifecycle planning, and objective advisory services tailored to each client's unique needs. As an independent member of the BDO Alliance USA, we combine local expertise with national resources to deliver comprehensive solutions. We prioritize relationship-driven service, offering personalized support to navigate financial challenges and opportunities. Our approach focuses on understanding client goals, mitigating obstacles, and developing actionable plans for long-term success.We specialize in managed accounting, tax strategy, financial reporting, and succession planning for businesses and individuals. Our professionals bring decades of experience in identifying tax incentives, optimizing cash flow, and providing fractional CFO services. We offer no-cost assessments to evaluate accounting systems and tax strategies, ensuring clients maximize profitability. Our commitment to transparency and clear communication extends to all services, from payroll management to complex audit support. With a focus on continuous improvement, we help clients adapt to evolving financial landscapes while maintaining compliance and operational efficiency.
Services
Managed Accounting
Tax Planning
Financial Reporting
Franchisor Services
Lifecycle GAP Planning
Exit Strategy
Succession Planning
Payroll Services
QuickBooks Support
Part-Time Controllership
Highlights and features
- We provide lifecycle financial planning tailored to business and personal goals
- Our team offers fractional CFO services at cost-effective rates
- We conduct no-cost assessments for accounting and tax optimization
- We combine local service with BDO Alliance USA's national resources
- Our professionals specialize in exit and succession strategy development
Associations and certifications
- BDO Alliance USA
Services
Managed Accounting
We provide comprehensive accounting management including financial statement preparation, KPI tracking, and process optimization. Our team ensures accurate bookkeeping, proper GAAP compliance, and customized reporting for business decision-making. Services include outsourced accounting departments and fractional controllership solutions.
Tax Planning
Our tax professionals develop year-round strategies to minimize liabilities through credits, deferrals, and compliance planning. We handle federal/state returns, payroll taxes, estate planning, and business succession tax considerations while maximizing clients' financial positions.
Financial Reporting
We deliver tailored financial reports that track critical success factors and key performance indicators. Our services include compliance reporting for external stakeholders and analytical management reports to support operational decision-making and strategic planning.
Exit Strategy
We develop comprehensive exit plans covering valuation maximization, tax implications, and succession options. Our services include timeline planning, professional team coordination, and post-sale financial strategy development for business owners.
Part-Time Controllership
Our experienced professionals provide strategic financial leadership on a part-time basis. Services include budgeting, cash flow management, and financial analysis to support business growth without full-time executive costs.
Questions
What accounting services do you offer for growing businesses?
We provide full-cycle accounting including financial reporting, KPI tracking, payroll processing, and QuickBooks support. Our services include outsourced accounting departments and fractional controllership solutions.
How does your tax planning service help businesses save money?
We develop year-round tax strategies to identify credits, deferrals, and incentives while ensuring compliance. Our planning focuses on maximizing cash flow and minimizing liabilities through proactive tax position management.
What is your approach to business succession planning?
We create customized exit strategies considering valuation maximization, tax implications, and transition timelines. Our services include professional team coordination and post-sale financial planning.
Are your accounting assessments really free?
Yes, we offer complimentary assessments for accounting systems and tax strategies. These evaluations help identify improvement opportunities without any upfront cost to clients.
How does your BDO Alliance membership benefit clients?
As an independent member, we combine local expertise with national resources through BDO Alliance USA, providing access to specialized tools and collaborative solutions while maintaining personalized service.
