Capital Advisors · Austin, TX
Bookkeeping, tax & fractional CFO services in Austin.
A real finance team for Austin and Central Texas businesses. CPAs, attorneys, and accounting professionals you can actually call — same person every month.
Capital Advisors · Austin, TX
A real finance team for Austin and Central Texas businesses. CPAs, attorneys, and accounting professionals you can actually call — same person every month.
Austin isn't your typical mid-market city. The Texas Triangle — from Austin through San Antonio to Houston and back to Dallas — is one of the fastest-growing business regions in the country, with a unique concentration of tech and SaaS, real estate development, professional services, hospitality, and the wave of businesses relocating from higher-tax states.
Capital Advisors works with Central Texas businesses across the spectrum — from venture-backed software companies to established service firms and the hospitality groups defining the city's identity. We understand Texas's tax environment (no state income tax, but franchise tax and sales tax matter), the multistate complexity for businesses serving the Southwest, and the operational needs that come with scaling fast in a hot market.
Same four service lines as our other markets, with Austin-specific expertise built in.
Monthly reconciliations, clean chart of accounts, and a financial close you can actually trust. We handle the mess so you don’t.
Federal, state, and multistate tax filings handled on time. Apportionment, sales & use tax, and nonprofit Form 990 work included.
QuickBooks, payroll, AP/AR, and time tracking set up to actually work. We integrate tools so you stop duplicating data entry.
Strategic finance support without the full-time hire. Cash flow forecasts, board reporting, and a real person to call when you need to make a decision.
Our Austin client base reflects Central Texas's economy — a mix of high-growth technology, professional services, real estate, hospitality, and the businesses serving the rapid pace of growth.
Texas has no personal or corporate income tax, which leads a lot of Austin founders to assume tax compliance is simple. It isn’t. The state’s franchise (margins) tax has its own base, its own thresholds, and a no-tax-due filing that still has to be filed. Sales and use tax nexus is a live issue for the e-commerce and SaaS companies the region produces, especially once they sell across state lines into the rest of the Southwest.
Austin’s growth has also drawn a wave of businesses relocating from higher-tax states, often carrying multistate filing obligations they didn’t have before. We handle the franchise tax calculations, the nexus and apportionment work, and the GAAP-compliant financials that venture-backed Central Texas companies need for diligence — so the “tax-friendly state” actually stays friendly as you scale.
Do you serve businesses outside metro Austin?
Yes. Our Austin team supports clients across Central Texas — Round Rock, Cedar Park, Georgetown, San Marcos, and the broader region. Most engagements run remotely with periodic in-person meetings as needed.
Can you handle Texas franchise tax and multistate filings?
Yes. Texas franchise tax (margins tax) has its own quirks — we handle the calculations, the no-tax-due thresholds, and the apportionment for businesses operating across multiple states. We also handle the multistate filings for Central Texas businesses serving clients across the Southwest.
Do you work with venture-backed SaaS and tech companies?
Yes. SaaS and software businesses are a meaningful part of our Austin practice. We handle ARR tracking, deferred revenue accounting, GAAP-compliant financials for diligence, and the reporting investors expect.
How much does outsourced bookkeeping cost?
Engagements typically range based on transaction volume, number of accounts, and complexity. We give you a flat monthly fee in week one — no hourly billing surprises. Cleanup work is quoted separately as a one-time fee.
Will I always get the same person?
Yes. Each client is assigned a senior bookkeeper as their primary contact, with a CPA reviewing the work. You won't be passed around to a rotating cast.
A 20-minute call. No pitch, no obligation. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Talk to an expert Or call (512) 859-3807QuickBooks Certified ProAdvisor (Advanced). Verify our profile in the Intuit ProAdvisor directory →
Local bookkeeping, tax, systems, and fractional CFO support across the metro.
A sample of the industries our Austin team supports — each links to the finance playbook built for it.
Verified 5-star reviews from our Intuit ProAdvisor profile.
“I filed my taxes myself for many years. And made lots of mistakes. Thank goodness for Kristine. She amended my last return and then filed my most recent return. I had a surprisingly large refund this year. So happy to have found this firm.”
Rita_Clark · Verified Intuit ProAdvisor review
“They untangled a lot of old messes in our data, cleaned up how everything was set up, and made the whole close process way less painful than it used to be. The biggest win for us is that our numbers actually make sense now — we can see what’s going on with cash, the reports are easier to read, and a lot of the little manual stuff we used to deal with just isn’t an issue anymore. They’re easy to communicate with, quick to respond, and they tend to spot problems before we even realize something’s off.”
CoreOps101 · Verified Intuit ProAdvisor review
“We’ve been running a small e-commerce store for a few years now, and working with Heather has honestly been a huge relief. She keeps our numbers clean and always catches issues before they turn into bigger problems. Her attention to detail has saved us more than once.”
FrancisandRue · E-Commerce · Verified Intuit ProAdvisor review