Keep more of what you earn.

Most accountants only surface at tax time. We work with you year-round — proactive tax strategy, current books, and CFO-level guidance from one coordinated team — so you're never caught off guard by your own numbers.

We offer three service levels — Foundation, Growth, and Stewardship CFO — priced to the size and complexity of your business rather than by the hour. Most engagements are a flat monthly fee, so there are no surprise invoices. We'll give you an exact number after a free 15-minute assessment.

No. We're based in the Clear Lake area of Houston and serve business owners across Texas. Everything from onboarding to monthly reviews works smoothly whether you're down the street or across the state.

We specialize in service-based S-Corps doing roughly $1M–$20M in annual revenue. If you're in that range and tired of reactive, disconnected financial help, you're exactly who we built this firm for.

Yes. Powell United handles your business accounting and tax planning as a complete service on its own. And when it's helpful, we can also coordinate with our sister firm, Legacy Stewards, on personal wealth and estate planning — but that's entirely optional, never required.

It starts with a free 15-minute assessment. From there we build a tailored plan, then move into an ongoing partnership with regular reviews and proactive guidance. Most clients are fully onboarded within a few weeks.