Tristan CPA is an outsourced accounting firm for owner-led businesses doing $1M-$10M in revenue. We handle full-cycle bookkeeping, a monthly close by the 15th, and financial statements reviewed by a CPA before they reach you - plus fractional controller oversight and fractional CFO forecasting as the decisions get bigger.
Headquartered in Houston and working remotely with clients nationwide, including a long-standing client base in Greater Boston. Everything runs in cloud accounting software with video meetings and a shared document portal, so a $2M company gets senior oversight without a senior payroll line.
Fixed monthly fees, no hourly billing and no surprise invoices.
Headquartered in Houston and working remotely with clients nationwide, including a long-standing client base in Greater Boston. Everything runs in cloud accounting software with video meetings and a shared document portal, so a $2M company gets senior oversight without a senior payroll line.
Fixed monthly fees, no hourly billing and no surprise invoices.
Highlights and features
- Clean monthly books delivered by the 15th, every month
- Senior-led accounting with CPA oversight on every engagement
- Fractional Controller support without the full-time hiring overhead
- Fractional CFO strategy for confident, informed business decisions
- Proactive tax planning and preparation throughout the year
- Full outsourced finance support for $1M–$10M businesses nationwide
Payment methods
- Cash
- Debit cards
- Credit cards
Services
Accounting
Report
Tristan CPA is in the business of helping you achieve more freedom.
Our outsourced accounting services free up time for you to focus on growing your business.
Our fixed rate accounting services are designed to handle all your daily financial record keeping, accounts payable, accounts receivable, and month-end accounting needs.
We perform set-up, training, and maintenance for QuickBooks Online, making sure there is a seamless migration from your current accounting software.
Our services include the subscription and all accounting software.
Our outsourced accounting services free up time for you to focus on growing your business.
Our fixed rate accounting services are designed to handle all your daily financial record keeping, accounts payable, accounts receivable, and month-end accounting needs.
We perform set-up, training, and maintenance for QuickBooks Online, making sure there is a seamless migration from your current accounting software.
Our services include the subscription and all accounting software.
Payroll
Report
As a small business owner, you want control over your employee payroll.
But the sheer amount of data entry may be costing you more than you think.
Are you spending too much time and money handling payroll?
At Tristan CPA, we know the importance of reliable support, government compliance, and ease of use of payroll process for the small business owner.
Experts in payroll technology, we provide direct deposit services, online access to important payroll documents, government compliance, and quick access to vital financial reports at an affordable cost.
But the sheer amount of data entry may be costing you more than you think.
Are you spending too much time and money handling payroll?
At Tristan CPA, we know the importance of reliable support, government compliance, and ease of use of payroll process for the small business owner.
Experts in payroll technology, we provide direct deposit services, online access to important payroll documents, government compliance, and quick access to vital financial reports at an affordable cost.
Taxes
Report
Navigating small business tax returns can be challenging.
Understanding all of the eligible deductions, credits, and strategies takes patience and expertise.
Are you paying more tax than necessary?
Tristan CPA takes the pain out of year end tax preparation by creating a streamlined process that is easier and more efficient.
We'll help collect and organize your tax documents so that we can file accurately and quickly.
All you need to do is to drop off the required tax documents or upload them to our secure file portal.
Understanding all of the eligible deductions, credits, and strategies takes patience and expertise.
Are you paying more tax than necessary?
Tristan CPA takes the pain out of year end tax preparation by creating a streamlined process that is easier and more efficient.
We'll help collect and organize your tax documents so that we can file accurately and quickly.
All you need to do is to drop off the required tax documents or upload them to our secure file portal.
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