Holistic financial advisory and wealth management 20+ Years and Tens of Millions of $ Under Management
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Manage your earnings, control your budget and spending, plan for retirement, and stay on top of your debts, taxes, and emergency funds. Owais Shamsi is a certified public accountant and an expert financial planner who helps you preserve your wealth and enjoy financial security and freedom.
Schedule a Discovery CallHere are some of the most common scenarios our fiduciary financial advisor can help you with:
Whatever your specific situation, Owais Shamsi, CPA, is here to help businesses and individuals.
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Reduce your overheads and financial liabilities with Owais Shamsi, a CPA specializing in effective bookkeeping, tax planning, and financial reporting.
Concentrate on growing your business while we assist with accounting tasks like monthly closings, financial statement preparation, and bank reconciliations.
Schedule a Discovery CallHere are some of the most common scenarios our fiduciary financial advisor can help you with:
Whatever your specific situation, Owais Shamsi, CPA, is here to help businesses and individuals.
Schedule a Discovery Call
Accumulate wealth, manage risks, and optimize your cash flow as a real estate investor. We specialize in tax planning strategies to minimize tax liabilities, take advantage of deductions, and optimize their overall tax position.
Diversify your real estate portfolio, manage leverage effectively, capture the potential for property appreciation, and capitalize on market cycles with our exceptional financial advisor in Texas.
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Comprehensive accounting and bookkeeping services to keep your finances organized and up-to-date.
Comprehensive financial planning services to help you achieve your financial goals.
Accurate and efficient payroll processing to ensure your employees are paid on time.
Outsource your accounting needs to our expert team and focus on growing your business.
Owais Shamsi is an expert CPA providing reliable and rewarding small business accounting and bookkeeping services in Texas. He guarantees to preserve all of your financial records and transactions with high accuracy.
Owais Shamsi remains dedicated to your financial protection by undertaking routine and annual audits, assessing financial operations, and compiling tax returns. He also offers advice on areas needing enhanced efficiency and cost savings and delivers risk analysis and forecasting.
Accounting services questions we are commonly asked.
Outsourced accounting involves enlisting the services of an external third party to manage and execute the accounting and finance functions for a business, operating independently from the company’s internal resources.
Outsourcing accounting can be a good idea as it allows businesses to focus on their core activities while experts handle the accounting tasks efficiently.
Outsourcing accounting can be more cost-effective, especially for small to medium-sized businesses, as it reduces the need to maintain an in-house accounting team.
Outsourced accounting services in Dallas provide local expertise, cost savings, and access to advanced accounting technologies, making it easier for businesses to comply with local regulations.
Small businesses can benefit from outsourcing accounting services by gaining access to expert financial advice, reducing operational costs, and freeing up time to focus on growth and customer service.
While our clients are located all over the United States of America, most of our clients are concentrated in Dallas in the following 4 cities because of our in-person presence in audit engagements.