Medium shot of Darshi Kasotia at a clean desk, laptop open showing a financial dashboard, looking directly at camera with a confident and approachable expression — soft natural window light from the left, neutral office background with organized shelves slightly out of focus

— Houston, TX CPA

Accounting You Don’t Have to Chase. Growth You Can Actually See.

We deliver cloud-first bookkeeping, year-round tax planning, and outsourced CFO clarity — expertly designed for small businesses in the Houston area, including Sugar Land, Katy, Richmond, Missouri City, and Stafford.

Xero Certified Advisor · QuickBooks ProAdvisor · Serving Houston, Sugar Land, Katy, Richmond, Missouri City & Stafford

/ Old Way vs. Our Way

Most CPAs react. We prevent.

The Old Reactive Model

The Darshi Kasotia Way

You chase your accountant for answers. Books are weeks behind. Tax time brings a surprise bill — and zero warning it was coming.

Clean books delivered every month. Tax strategy built year-round so April holds no surprises — only confidence.

No dashboards. No monthly check-ins. No way to know your actual cash position until it’s too late to act.

Real-time dashboards. Proactive planning calls. An outsourced CFO perspective for teams that don’t need a full-time finance hire.

• Six Core Services

One relationship. Every financial angle covered.

Bookkeeping

Tax Prep & Planning

Payroll

Accurate, on-time payroll with full tax compliance — handled so you can focus on running the business.

Monthly reconciliations & reporting
Cloud accounting setup
Catch-up & clean-up work

Year-round strategy that catches savings before the deadline — not a scramble every April.

Outsourced CFO

New Business Formation

Xero Setup & Training

Cash-flow forecasts, KPI dashboards, and strategic guidance — CFO-level clarity without the full-time salary.

Full Xero implementation and hands-on training so your team actually uses the tools — not just has them.

Entity selection, registration, and first-year tax setup — built right from day one in Texas.

▸ How It Works

Four steps from chaos to clarity.

01 – Discover

02 – Clean Up

03 – Automate

04 – Advise

Cloud tools — Xero, payroll integrations, live dashboards — replace manual busywork so nothing falls through the cracks.

Monthly reviews, forward-looking tax moves, and cash-flow guidance turn your numbers into decisions you can act on.

We audit your current books, tools, and tax exposure — no judgment, just a clear picture of where things stand.

We reconcile the backlog, fix categorizations, and hand you a set of books you can actually trust.

Ready to Stop Worrying About Your Books?

Houston-area business owners get an initial call — no pitch, just a straight look at your books and your biggest tax exposure.

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