Accounting, Taxes and Virtual CFO For Plano Businesses

Yes. We handle Texas franchise tax (margin tax) filings, Plano city and Texas state sales and use tax, Texas unemployment insurance tax, and multi-state tax compliance for Plano businesses with out-of-state operations. For corporate headquarters operations, we provide subsidiary financial reporting, intercompany transaction accounting, and corporate consolidation support. For technology companies, we handle ASC 606 revenue recognition for software and SaaS products and equity compensation accounting. For financial services and insurance companies, we provide regulatory compliance accounting. For businesses with significant real property and personal property in Plano, we coordinate with appraisal district protest advisors and manage property tax accounting.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in QuickBooks and Xero, layering AI-powered automation and real-time reporting on top. AI categorizes every transaction and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal.

Data security is foundational to how CrownGlobe operates. We require NDAs signed by CrownGlobe and each employee on your account. Protections include antivirus and malware software, sophisticated firewalls, removable storage blocked on all workstations, authorized IP-only logins, CCTV surveillance, thumbprint access, and diskless computers to prevent unauthorized data removal.

You get a dedicated team: a bookkeeper for day-to-day transactions, an accountant who reviews and closes your books monthly, and a senior reviewer who signs off before anything goes out. Your team stays consistent month after month, building deep context about your business that generic outsourced services never develop.