Business Details
Trusted Accounting & Tax Services in The Woodlands, TX
Peerless CFO Services was founded to empower small businesses and corporations with accurate financial data for informed decision-making. With 20 years of combined accounting expertise, our team delivers personalized bookkeeping, tax, and business consulting services tailored to diverse industries. We prioritize integrity, efficiency, and transparency, partnering with clients to ensure accounting accuracy from inception and fostering growth through sound financial advice. Our alliance with Janet Long CPA, PLLC, enhances our technical capabilities while maintaining practical pricing.We specialize in contract accounting, payroll solutions, tax planning, and internal controls, adapting to both established and startup businesses. By handling complex financial tasks, we enable clients to focus on core operations, offering peace of mind through reliable data and compliance with evolving regulations. Our client-centric approach includes free initial consultations and customized solutions to meet unique business needs.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Cash Flow Management
New Business Formation
Highlights and features
- We offer 20 years of combined accounting expertise in diverse industries.
- Our team partners with Janet Long CPA, PLLC, for enhanced technical proficiency.
- We provide free initial consultations to tailor solutions to your business needs.
- We prioritize accurate financial data and compliance with evolving regulations.
- Our contract accounting services adapt to both startups and established businesses.
What people say
Trustworthy
Knowledgeable
Helpful
Reliable data
Customer-oriented
Services
Payroll Services
Our payroll solutions streamline employee payments and tax compliance. We offer comprehensive, after-the-fact, and online payroll options with direct deposits, tax filings, and detailed reports. Services include W-2 processing, new hire reporting, and customized payroll reports for small businesses.
Cash Flow Management
We develop cash flow projections to prevent crises, offering short- and long-term strategies. Services include credit line assistance, collection acceleration, payment policy optimization, and idle cash return maximization to ensure financial stability for growing businesses.
Tax Preparation
We prepare and file accurate tax returns for individuals and corporations, including Schedule C and complex cases. Services include electronic filing, withholding adjustments, deduction optimization, and bookkeeping cleanup for late filers, ensuring compliance with federal and state regulations.
New Business Formation
We guide new businesses through entity selection, licensing, accounting software setup, and cash flow budgeting. Services include partnership agreements, payroll implementation, and compliance training to establish strong financial foundations for startups in The Woodlands.
Internal Controls
We assess and strengthen financial controls through duty segregation, transaction authorization, asset security, and policy documentation. Services include audit readiness, fraud prevention, and operational efficiency reviews to protect business resources and ensure regulatory compliance.
People
Janet Long
CPA and Partner
A Houston native with 25+ years of accounting experience, Janet specializes in federal tax compliance, financial analysis, and internal controls. She graduated from Texas A&M in 1994 and ensures regulatory compliance while building client relationships.
Cyndi Harmon
Partner
Cyndi manages bookkeeping operations with expertise in QuickBooks implementation and financial reporting. She graduated from Texas A&M in 1994 and brings hands-on experience in small business accounting and tax compliance.
Leslie Howard
Partner
Leslie oversees financial accounting with advanced Excel skills and audit experience. She graduated from Georgia Southern University and specializes in analytical reporting and managerial advisory services for manufacturing and retail clients.
Jazmine Shockley
Tax Manager
Jazmine prepares complex tax returns and pursues CPA certification. She earned her Master of Science in Accounting from Sam Houston State University in 2017 and specializes in individual and corporate tax strategies.
Suzanne Catchings
Tax Manager
Suzanne focuses on tax preparation for individuals and businesses. A Texas A&M graduate, she transitioned from dual roles in accounting and tax to specialize in optimizing client tax outcomes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, cash flow management, and internal controls tailored to small businesses.
Do you handle tax problems with the IRS?
Yes, we offer IRS audit representation, back taxes resolution, and payment plan negotiations for individuals and businesses.
Can you assist with starting a new business?
We help with business formation, including entity selection, licensing, accounting setup, and cash flow projections.
Are your services available remotely?
Yes, we offer online payroll processing and virtual consultations for clients in The Woodlands and beyond.
How do you ensure accurate financial reporting?
We implement segregation of duties, reconcile records regularly, and secure assets to maintain precise financial reporting.
