CFO Services near Dallas-Fort Worth

Upgrade your Executive Team Without Hiring

We'll serve as your fractional CFO & guide you forward

CPA & Tax Strategy for High Performing Small Businesses.

Have you outgrown your CPA but want a personalized partnership?
Helms Tax Strategy will ensure you’re not overpaying the IRS and that your business is equipped to thrive.

Here's how we can help you:

TAX STRATEGY AND CONSULTING

Holistic review of the tax code and overall business to maximize deductions and returns.

BUSINESS & Personal TAXES

Prepare and file your business and personal tax returns.

ACCOUNTING & BOOKKEEPING

Manage payables, receivables and make sure everything adds up correctly.

PAYROLL

Manage payroll in a timely and accurate manner.

Business TRAnsFORMATION SERVICES

Streamline how your numbers flow in your business processes from how you receive work orders to invoicing, accounts receivable, streamline accounting, and much more with automation in mind.

CFO Services

Monitor the bottom line, watch for trends and make recommendations based on market changes.

CFO Services near Dallas-Fort Worth

Build a More Scalable Business

We'll Help Establish Systems & Controls

Most businesses struggle develop the financial strategy & controls needed to scale, we'll be the accounting & CFO team you need.

Helms Tax Strategy & CPA

Meet Our Team

We've built a team of people dedicated to delivering the kind of customer service & pro-active guidance they would hope to have.

Amee Smith
Accountant
Darby Sanders
Accountant
Zaiba Krynicki
Admin
Joshua Shirey
Manager of Operations & Client Innovation
Hope Helms
CEO & Business Transformation Specialist
Caleb Helms, CPA
Partner & Tax Strategist

We'll Help Improve Cash Flow

Establish Best Practices

Achieve cash flow excellence with our outsourced CFO services. Employ CFO-backed strategies to navigate fluctuations and capitalize on business opportunities.

Get Executive Level Financial Leadership

We'll Add Competency & Capacity To Your Team

We bring a depth of financial expertise to help you make informed, strategic decisions, ensuring your venture remains resilient and future-ready.

Improve Profitability & Scalability

The Executive Level Team You Need Without Hiring
In-House



Your business & family deserve a strategic partnership that helps you fuel profit & growth, rather than lose ground to taxes. We pro-actively engage to deliver tax savings and growth.


stay focused & scale

Most small businesses can't afford the caliber of CPA & CFO they deserve. We'll come alongside your business and adapt to meet your evolving needs.

Avoid Problems with the IRS

With CPA services that adhere to the highest standards, we focus on accuracy and efficiency in your tax preparation and strategy.

Reach Your Goals

Make the journey towards your business objectives smooth and attainable. Reach your goals seamlessly with our support.

Advanced Forecasting Insights

Shape a Profitable Future

We'll help build solid forecasts and improve your businesses' financial health.

FAQs

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FAQ Example - Let's Work

What Questions Should We Tackle?

There's a collection list, where you can answer questions tightly and swiftly, and then assign them to the proper static page.

This is attached the home page.

You can even add in a video if you'd like.

As you make more FAQ'S, you can add them to the proper page.

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