The Financial Ascent
Houston CPA services for small businesses
We meet you where you are and help you ascend — from essential tax and bookkeeping to KPI dashboards and fractional CFO strategy. Trailhead, Mid-Climb, Summit Peak.
Trailhead — Compliance Essentials
Get the foundation right — accurate returns, clean books, dependable payroll.
Tax
Tax Consulting & Preparation
Accurate, on-time federal and state returns prepared and reviewed by a Houston CPA.
ExploreAccounting
Bookkeeping & QuickBooks
Monthly close, reconciliations, and cleanup work with QuickBooks and Xero support.
ExplorePayroll
Payroll Services
Setup, direct deposit, filings, W-2s and 1099s — integrated with your books.
ExploreMid-Climb — Insight Builder
Gain clarity and control with proactive planning and monthly KPI reporting.
Summit Peak — Strategic Alliance
Make strategic decisions with CFO-grade forecasting and deeper tax planning.
Google reviews
What Houston owners say
“The JAG team does a great job of explaining ideas and numbers to those who aren't so great at the accounting side of things. I know that I can trust them to set me up for success in my current and future business.”
Chris Bello
Entrepreneur
“JAG CPA has a great team who can be depended on when needed. I needed the services of a business valuation for a client of mine. The report exceeded my expectations.”
Eleazar Maldonado
Attorney, Business Owner
“I've known Joe and his family for almost a year now; they are great and caring people and put others before them. Joe is 100% about business and helping others. I highly recommend his work.”
Armoni Brooks
Entrepreneur, Professional Basketball Player
Ready to talk?
Request a consultation
Choose a time, answer a short questionnaire, and Joe will review your business before the conversation.