Option 3
EErin Z. Williams CPA PC
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Fort Worth CPA · Since 1992

Your Business Deserves More Than a Once-a-Year CPA.

We've been doing this since 1992. Clean books, proactive taxes, and real cash flow visibility — every single month, not just in April. Erin Z. Williams CPA PC serves DFW business owners who are done flying blind.

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Your numbers · every month
30+Years in accounting
12×Monthly, not yearly
1Team for all of it
CPA Licensed — Texas Series 7 & Series 66 Licensed 30+ Years in Accounting QBO ProAdvisor Fort Worth, TX
Sound Familiar?

You're busy. Profitable on paper. And your accountant only calls in April.

Most small business owners in DFW are running hard — keeping jobs moving, managing people, chasing payments. What they are not getting is a clear picture of whether they are actually making money. Not which months are profitable. Not which jobs are worth keeping. Not what their cash looks like in 90 days. If your accounting is a shoebox and your tax bill is always a surprise, we built this practice for you.

Books months behind

No cash flow visibility

Tax surprises every April

What We Do

Three Ways to Work Together

Start where you are. Grow as you need.

Essentials

$350–$600/month

For businesses under $1M revenue that need clean books and year-end financials.

  • Monthly transaction coding and reconciliation
  • Monthly P&L and balance sheet
  • Year-end workpapers for tax prep
  • QuickBooks Online management
  • Canopy client portal access
Best for startups and solo operators.
Most Popular

Core CAS

$850–$1,750/month

For growing businesses $1M–$5M that need more than clean books.

  • Everything in Essentials +
  • Accounts payable management (BILL)
  • Payroll processing (Gusto)
  • AR tracking and aging reports
  • Cash flow statement
  • Quarterly 30-minute financial review call
Most popular.

Advisory / Fractional CFO

$2,000–$4,500/month

For established businesses $2M–$10M+ that need a financial thought partner.

  • Everything in Core CAS +
  • Reach Reporting KPI dashboard with live client access
  • 13-week rolling cash flow forecast
  • Monthly budget vs. actual analysis with written commentary
  • Monthly 60-minute strategy call
  • Annual planning session
  • Integrated tax planning coordination
For owners serious about growth.

Not sure which tier fits? Book a call — we'll tell you in 30 minutes.

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Why We're Different

More Than a Bookkeeper. More Than a Tax Preparer.

1

The Tax Brain in the Books

Because we are CPAs running your monthly accounting, we catch things a bookkeeper never would — owner compensation structure, deduction timing, entity questions. We see them in real time, not at year-end when it is too late to act.

2

One Team for All of It

Tax prep. Bookkeeping. Fractional CFO. Investment planning. Most owners coordinate between two or three separate firms. Erin Z. Williams CPA PC handles the accounting and tax side directly. Investment planning and wealth management are available through our partnership with Worth Wealth Management LLC — two licensed Fort Worth financial advisers who work alongside us. You should not have to be the translator between your CPA and your financial adviser. With us, you never are. Learn more about Worth Wealth Management →

3

Built for DFW Business

We know the DFW market: construction contractors, trades businesses, professional services firms, owner-operated companies. Our pricing, software stack, and timelines are built for your world — not for a national platform that has never heard of Fort Worth.

How It Works

From "My Books Are a Mess" to "I Know My Numbers"

01

Book a Free Discovery Call

We learn your business, your pain points, and your goals. No commitment. No sales pressure. We'll tell you exactly what tier fits and what it costs.

02

We Clean Up and Get You Set Up

A one-time onboarding engagement gets your books current, your software connected, and your baseline established. We handle the setup — you don't have to learn new tools.

03

Monthly Clarity, Every Month

Clean financials, cash flow visibility, and a CPA who explains what the numbers mean — delivered every single month. Not just in April.

Placeholder: Professional headshot of Erin — About only
Est. 1992Fort Worth, TX
About

Meet Erin — The CPA Behind the Numbers

I have been in accounting since 1992 and became a licensed CPA in 2003. For most of that time, I worked inside other firms — doing the work, learning the craft, and watching how small business owners get underserved by accountants who only show up at tax time. I went out on my own because I got tired of that model. Your books should be working for you every month, not filed away until next April.

I also hold Series 7 and Series 66 licenses, which means when your business is strong enough to start thinking about what you are building personally, I can connect you with the right people. Our partnership with Worth Wealth Management LLC exists so your financial picture — business and personal — stays connected without you having to manage the conversation.

I am local to Fort Worth. I pick up the phone. I speak plain English. And I have been doing this long enough to have seen just about everything.

Testimonials

What DFW Business Owners Are Saying

Placeholder content — real quotes inserted before launch
“
[Placeholder testimonial] For the first time I actually understand my numbers every month, not just at tax time. The monthly reviews changed how I run the business.
Marcus T.
Construction contractor · Fort Worth (placeholder)
“
[Placeholder testimonial] My books were months behind and tax season was always a scramble. Onboarding got everything current and now it just stays clean.
Dana R.
Professional services firm · DFW area (placeholder)
“
[Placeholder testimonial] Having tax planning and bookkeeping under one roof means nothing slips through the cracks. Straight answers, plain English, every time.
Luis G.
Trades business owner · Fort Worth (placeholder)
Pricing

Simple, Flat-Rate Monthly Pricing. No Surprises.

All engagements include a one-time onboarding fee. Monthly retainers begin the following month. Tax preparation is available as a bundled or standalone service.

Essentials

$350–$600/mo

Clean books & year-end financials for businesses under $1M.

Book a Free Call

Core CAS

$850–$1,750/mo

More than clean books for growing $1M–$5M businesses.

Book a Free Call

Advisory / Fractional CFO

$2,000–$4,500/mo

A financial thought partner for established $2M–$10M+ firms.

Book a Free Call

Pricing is based on transaction volume and service scope. We'll confirm your exact rate in the discovery call.

Get Your Custom Quote — Book a Free Call
FAQ

A Few Things People Usually Ask

That is one of the most common starting points. Our onboarding process is built specifically to get you current before monthly services begin. We have seen it all.

Both. We are a licensed CPA firm. We handle the monthly books and your annual tax returns — which means nothing falls through the cracks between the two.

We build your stack on QuickBooks Online, Gusto, and BILL — all cloud-based, with a Canopy client portal so you can see your numbers anytime. We handle every bit of the setup.

It is based on your transaction volume and which tier fits your business. We will tell you exactly where you land in the first discovery call — no vague "it depends" without a number attached.

We focus on DFW and Texas-based businesses, but we are open to conversations with any business that needs a Texas CPA.

Yes — through our partnership with Worth Wealth Management LLC, two licensed Fort Worth financial advisers work alongside our team. When you are ready to connect what you are building in your business to what you are building personally, we can make that introduction seamlessly.

Ready to Actually Know Your Numbers?

Book a free 30-minute discovery call. We will tell you exactly what you need, what it costs, and what happens next. No commitment. No sales pitch. Just a real conversation.

Schedule My Free Call
Free Discovery Call

Let's Have a Real Conversation.

Thirty minutes, no commitment. Tell us a little about your business and we'll come ready with straight answers about what you need and what it costs.

Free Discovery Call — 30 minutes
Book a Free Discovery Call

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