Disclosures for CFO Houston
Who publishes these pages, who does the work, and where one limit is written down.
The practice behind these pages
Services on this site are provided by Steven Palmieri, Dallas, Texas. CFO Houston is the name this site uses for that practice when it writes for owners in the Houston area. The practice works with those owners remotely, by video, shared books and a calendar link. There is no office in Houston, and no page here suggests one.
What a Tax CFO means here
Steven Palmieri works as a Tax CFO, the Entrepreneur's CFO. In plain words, the practice closes the books each month, builds the cash plan from those books, sets payroll up on a provider the owner runs, and prepares the return from the same months. The title describes the work. It is not a license.
Where the limit is written
One page on this site explains what the practice handles and which work belongs to a licensed firm. It is the page called what we handle, and what needs a licensed firm. The limit is written there once, so it reads the same way every time.
Writing and checking these pages
Pages on this site are researched from the practice's own work and Texas sources, drafted with software assistance, and reviewed under the practice's editorial standards. If you find an error, tell us and we will fix it.
Examples that use a dollar figure or a month are constructed for the page. They are not a client's numbers and they do not predict a result for your business.
No promise on a page
Reading a page or sending a note does not start an engagement. Nothing is owed and nothing is promised until an engagement letter with the months, the fee and the scope carries both signatures. Nothing on this site promises a smaller tax bill, a loan, or an insurance outcome.