Client Accounting and Advisory Services

Houston Client Accounting and Advisory Services

To help you focus on strategy and growing your business, Weinstein Spira can take the reins on your accounting, bookkeeping and financial reporting. Our accounting professionals have the tools, technology and skills to close your books and provide customized monthly reporting.

Choose from a variety of valuable CAAS services, including:

  • Accounts payable processing
  • Financial statement preparation
  • 1099 creation and filing
  • Budgeting and forecasting
  • Internal control consulting
  • QuickBooks consulting and conversions
  • CFO/Controller advisory services

Weinstein Spira leverages a technology stack to provide accounting services and has professionals at various levels that can be utilized as appropriate to provide value at a lower cost than hiring an internal team. Our staff will assess your needs and provide customized solutions to help you measure your business’ health and provide you analytics and insight for your specific industry.

To learn more about our relationships and approach to these services contact Shirley Thomas, Senior Manager, Client Accounting and Advisory Services.

Services We Offer

Our family office clients prefer a professional approach to the management of their finances either because the task is quite complex due to their level of wealth, or because they would rather invest their time and energy in business and philanthropic pursuits.
Homer Carrillo

Tax Shareholder

Latest Insights

Tax Filing Deadlines: Key Dates to Mark on Your Calendar

Tax Filing Deadlines: Key Dates to Mark on Your Calendar

The U.S. tax filing season is a critical time of year; whether you are a salaried employee, freelancer, small business owner, or corporation, you need to review your financial records carefully, comply with complex tax laws, and submit your tax return to the Internal...

The 2024 Election: Preparing for Potential Tax Changes

The 2024 Election: Preparing for Potential Tax Changes

As we approach the November 2024 election, one thing is certain - the incumbent President will not seek re-election. This guarantees that a new, yet familiar figure will lead the nation, with former President Trump or Vice President Harris to be inaugurated in...

Tips and Tricks for New Auditors

Tips and Tricks for New Auditors

Starting a career in audit can feel like plunging into a complex and detail-oriented world, but with the right approach, you can navigate the journey with ease. Whether you're working in internal or external audit, these tips and tricks will help you build a solid...