Adam Traywick LLC

A Fort Worth CPA firm that works through the year, not only in April

Adam Traywick LLC is an accounting and advisory firm for small businesses in Fort Worth, Texas. Its pitch is responsiveness and regular contact: the firm says clients should hear from their accountant throughout the year, so that they always know what they owe, what needs fixing and what is coming next, rather than meeting a surprise at tax time. It also encourages owners to call before a new hire or a large purchase, treating the accountant as the first stop for financial decisions.

Bookkeeping and payroll

Month by month, the firm keeps the books current, which it says goes beyond glancing at the bank balance. It will take over monthly payroll, which it notes is a task many owners dread. When the books are out of balance, it untangles them and sets up systems so that the numbers can be relied on afterwards.

Tax strategy and filing

Tax work is framed as planning done ahead of deadlines. The firm says it searches for every available deduction, works proactively through the year to help clients keep more of what they earn, and prepares the filings. It also helps owners set up a limited liability company and sorts out tax issues. Reviews of the financial statements form part of the service.

Strategic advisory

A separate advisory service speaks to owners who have stalled at a moderate level of success, who are tied to the business all hours, whose cash flow and profitability need work, or who want the business to fund retirement, travel or children's education. The firm describes a process that begins with an introductory conversation and a deeper look at the numbers to find opportunities to improve the bottom line. It then builds a plan around how that business actually runs rather than from a template, and checks in and follows up as the business changes.

Local businesses behind the clients

Its clients are small local businesses, with trucking, air conditioning, plumbing, marketing, design and food and beverage among the trades named in the past.