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Bookkeeping Monthly bookkeeping Quarterly bookkeeping Annual bookkeeping Catch-up and cleanup Bank reconciliation only Financial statement preparation QuickBooks Online setup QuickBooks cleanup Accounting software setup Accounting and financial reporting Monthly financial reporting package Cash flow analysis and forecasting Budget versus actual reporting Inventory tracking CFO and advisory Fractional CFO services Business financial planning Industry-specific accounting Nonprofit and 501(c)(3) Real estate investor bookkeeping Healthcare and medical practices Dental practice accounting E-commerce accounting Construction accounting Trust and estate accounting
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Financial services Online retail Real estate investors Real estate investor bookkeeping E-commerce accounting Healthcare and medical practices Dental practice accounting Construction accounting Nonprofit and 501(c)(3) Trust and estate accounting
About Contact Book a Consultation

Your books, current and clear.

Next Step Business Solutions keeps small businesses on top of their numbers, from monthly bookkeeping and QuickBooks cleanup to fractional CFO support. Careful, thorough work you can rely on.

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CGMA · QuickBooks ProAdvisor · 20+ years in finance and accounting · Big Four background · Working with businesses nationwide from Cedar Park, TX

Who we work with around Cedar Park, TX and the Austin area

Most people find us at the same moment: they know the finance side needs help, and they want someone who will be upfront about it. The same work runs fully remote for owners in San Diego County and across the country.

Owners who fell behind

You stopped reconciling months ago and the pile only grows. We catch the books up, close the gaps, and keep them current from then on.

Real estate investors

Tim invests in property himself. Track each door cleanly, from rents and deposits to repairs and capital, with books that hold up when a lender looks.

Nonprofits and 501(c)(3)s

Fund-based bookkeeping and board-ready reports your directors can actually read, so every dollar is accounted for the way funders expect.

Growing small businesses

From your first hire to a team of fifty, monthly numbers and reporting that keep pace as the business gets more complex.

Reconciled paperwork, an open ledger and a calculator on a bookkeeper desk

How we help

Four areas of work, one standard. Nothing leaves our hands until it is right.

Bookkeeping

Monthly, quarterly, and annual bookkeeping, catch-up and cleanup, bank reconciliation, and QuickBooks Online setup and management.

See bookkeeping services →

Accounting and reporting

A monthly reporting package, cash flow analysis and forecasting, budget versus actual, and inventory tracking that ties out.

See reporting services →

CFO and advisory

Fractional CFO support, business financial planning, and buyer-ready preparation for owners thinking about what comes next.

See advisory services →

Industry specialties

Nonprofit, real estate, e-commerce, healthcare, dental, construction, and trust and estate accounting.

See industries we know →
A monthly reporting view on a widescreen monitor in a quiet office

What we actually do

Five areas, each with its own pages going into the detail.

Bookkeeping

Small business bookkeeping in Cedar Park, TX

The core of the practice. Monthly, quarterly and annual closes, catch-up and cleanup for books that have fallen behind, bank reconciliation, financial statement preparation, and QuickBooks Online set up and managed by a ProAdvisor. Most engagements start here, because nothing downstream means much until the periods actually close.

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Reporting

Accounting and financial reporting

Closed books turned into something you can steer by. A short monthly package with the measures that matter for your business, rolling cash flow forecasting, budget against actual with the variances explained, and inventory tracked so gross margin stops moving for reasons that have nothing to do with trading.

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Advisory

Fractional CFO and advisory support

For owners facing a decision bigger than the bookkeeping. An outside finance lead engaged for a few days a month, or a defined planning project with a model you can test assumptions against. Engaged by your business, never employed within it, which is part of why the advice is worth having.

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Specialty

Industry-specific accounting

Seven sectors where a general chart of accounts answers none of the questions you actually have. Nonprofit fund accounting, per-property investor bookkeeping, practice reimbursement reconciliation, ecommerce settlements, fiduciary records, dental cost ratios, and construction job costing.

Read about it →
Industries

The industries we work in most

Financial services firms, online retailers, and real estate investors make up the bulk of the client base. Each has its own way of earning and its own set of things that break in a standard set of books, and each has a page explaining exactly what we change.

Read about it →

Tim Irwin

Owner, CGMA

Twenty years in finance and accounting, including two of the Big Four consulting firms and a stretch inside large multinational banks. An International Business degree from Aston University, and a real estate investor in his own right.

CGMAQuickBooks ProAdvisor 20+ yearsBig Four background

Why owners stay with us

  • We learn the business first

    Before touching a ledger, Tim maps how money actually moves through your business. The fix follows the model, not a template.

  • Upfront and honest

    You hear where things really stand, including the parts that are uncomfortable. Clients tell us that candor is the reason they finally trust their numbers.

  • Done right, and on time

    Quality work delivered when we say it will be. Reconciled to the cent, closed on schedule, and explained in plain language.

What clients say

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Where we work

Next Step works with growing businesses nationwide through fully remote delivery, from its home base in Cedar Park, TX. Secure document sharing and scheduled screen-share reviews mean the same careful attention reaches every client the same way, whichever time zone they run in.

Austin area, Texas

  • Cedar Park, TX
  • Leander, TX
  • Round Rock, TX
  • Georgetown, TX
  • Austin, TX
  • Pflugerville, TX

San Diego County, California

  • San Diego, CA
  • Carlsbad, CA
  • Escondido, CA

Those are the markets we know best. The work is fully remote and clients run businesses all over the country, so wherever you are, get in touch and we will tell you honestly whether we are a good fit.

Ready to get your books in order?

Book a free consultation and walk away with a clear picture of where your finances stand and what the next step looks like.

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