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, Accounting Manager.

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

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