Accounting in a Box is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth individuals and not-for-profit organizations. Services rendered by its members cover a wide range of accounting and advisory services including Tax, Audit, Part-time CFO, Capital/Funding advisory, Business Valuation, Bookkeeping and more.
We know firsthand the challenges that small and midsize businesses face daily, and have served as their trusted partners for a number of years. We are known for client-focused, responsiveness, and reasonable fees. Select your company's location, your industry, your business's revenue size, and the service you need.
We know firsthand the challenges that small and midsize businesses face daily, and have served as their trusted partners for a number of years. We are known for client-focused, responsiveness, and reasonable fees. Select your company's location, your industry, your business's revenue size, and the service you need.
Services
Based in Houston, Texas, Accounting in a Box is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth individuals and nonprofits. Services rendered by its members cover a wide range of accounting and consulting services including Audit, Tax, Business Valuation, Part-time CFO, Capital/Funding Advisory, Bookkeeping, and more.
Audit, review, compilation, or agreed upon procedures are part of assurance services or attestation services. These services are often required to be performed by an independent Certified Public Accountant. Assurance engagements can be time consuming. The sooner you contact us, the better. We work with you to understand your current needs, expectations and systems, and tailor our approach to develop a plan for an efficient engagement.
Tu Dao guided us as we purchased a manufacturer's representative business in 2012. Since that time, her team has taken care of our bookkeeping, our payroll, and our taxes, and advised us each step of the way. We highly recommend anyone looking for professional, attentive, efficient and reliable accounting or bookkeeping services to contact Tu Dao and her team.
Reviews (6)
Michael Gilmore
Aug 11, 2020
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I have been a customer of Accounting in a Box since 2015. I was researching a new accountant after a particular bad experience. I heard about AIB via my local NPR station; in the past I have had much luck in using NPR sponsors. My initial consultation went well, with all my questions' being answered. Tu did a great job in providing recommendations and suggestions on how to structure my business based upon my accounting needs. When I have questions she provides meaningful guidance on how best to proceed. The entire team responds quickly and best of all are friendly and honors my lack of knowledge
Anh P.
Feb 07, 2020
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As a small business owner, I have always struggled finding time and resources to cover all bases of our company’s accounting and financial needs. I am glad we found Accounting in a Box. It is like a one-stop shop for accounting, tax and other financial related services. I can free up my time focusing on other value added activities to generate more revenue and profit for our company while letting Accounting in a Box handle the rest. Their services have been very attentive and professional. They spent time to learn about our business as well as our needs and gave us their tailored services so
Mitch Albright
Nov 23, 2019
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Cheryl Lutz
Sep 04, 2019
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Our company, Apogee Engineering has been a client of Accounting in a Box since 2012 when we contacted Tu Dao at Dao CPA and began negotiations to purchase a manufacturer's representative business. Tu Dao and her professional team expertly guided us through that process. Moving forward and as our company has grown, each step of the way, Tu Dao and her team has been responsive, accurate and timely in all of their services. Because of our confidence in Tu Dao and the Accounting in a Box system, we have been able to focus on growing our company and being responsive to our client's needs. From bookkeeping
Tran Ngo
Jul 01, 2019
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I like the business model implemented at the “Accounting in a Box” in which small and specialized firms are partnership together to provide full services for clients’ various accounting needs. It is a one stop shop for clients and it helps to build stronger business community in which a younger firm can learn and build its own professional process from established firms. Beyond that, stronger business community can grow faster by client referrals among the firm members of the “Accounting in a Box” group.
Kanchana Madurawala
Jun 30, 2019
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Tu and her team is providing us an exceptional service so far. This is my second 2nd They are very knowledgeable and helped us switching us from LLC to S Corp. We had a so many questions in the beginning and during the transition. Tu and the team patiently replied back to all the questions. Highly recommended!!!
