My name is Lei Testa...
I’m local to Fort Worth, and I’m a Quickbooks Platinum Pro Advisor and a CPA, CGMA. I have extensive experience in financial advising and I’m eager to learn how I can serve you and your team. Let’s get connected!
Our Services
As a local business owner, you have a lot on your plate. That’s why we offer a range of accounting services to help you stay focused on what you do best. From bookkeeping and tax planning to financial advisory and business consulting, we’ve got you covered.
Bookkeeping
Financial Planning
Consulting
Business Planning
Payroll
CFO Services
Cash Flow
Bank Financing
Business Transfers
Legal Disputes
Easy As 1, 2, 3
Fill Out A Request Form
In order to provide you with the most effective financial strategies, it will be important for us to know about you and the current problems you are trying to solve for. The first place to start is to fill out our request form, and that will help us understand you, so we can develop a unique service plan for you and your business.
Schedule A Consultation
Although the form itself will help us gain necessary knowledge about your business, we also want to spend some personal time with you to discuss some of your objectives a bit more in detail. This will help us form a relationship beyond the strategy, and position us as partners aimed for one common goal.
Book Services
After you have completed your initial consultation, we will both have a better idea as to what the next steps are, as well as what particular services are going to be the most beneficial for you and your business. We will discuss our full comprehensive list of services, and partner with you in deciding what is best for you. Let’s do this!
Why Choose Us
Expertise You Can Trust
Responsive & Reliable Service
Secure & Efficient Technology
Tailored Solutions for Your Business
Transparent & Affordable Pricing
Peace of Mind
If You Feel Like You're Constantly Spinning Your Wheels, It's Probably Because You Are.
Let Us Help You