Callaway CPA & Advisory Services, LLC is a McKinney, Texas-based accounting firm dedicated to providing comprehensive financial services to businesses and individuals. The firm emphasizes a blend of personal service and expertise, aiming to assist clients in managing their financial affairs efficiently.
Key Strategic Focus
The firm's strategic focus encompasses a range of services tailored to meet the diverse needs of its clientele:
- Tax Services: Efficient and discreet tax preparation and planning.
- Business Services: Support for business owners, including financial statement preparation and internal accounting policy reviews.
- QuickBooks Services: Assistance with QuickBooks setup and management for small to mid-sized businesses.
- Services for Individuals: Personalized guidance to help individuals manage risk and improve financial performance.
The firm specializes in assisting business owners with internal accounting policies, financial statement preparation, general ledger clean-up projects, and tax planning. Their team handles in-depth general ledger and comprehensive back-office support.
Leadership Team
The leadership team at Callaway CPA & Advisory Services, LLC includes:
- Bobby Callaway, CPA: As the principal, Bobby brings extensive experience in accounting and financial services, guiding the firm's strategic direction and client service initiatives.
Competitor Profile
In the McKinney, Texas area, several firms offer similar accounting and advisory services:
- Andre + Associates CPAs: Provides accounting, tax return preparation, and financial services.
- Karme, LLC: Offers financial planning, tax return preparation, and consulting services.
- Jim Schwalls & Associates, Inc.: Specializes in tax consulting.
- A&S Tax Specialist: Focuses on tax consulting services.
These competitors cater to a similar client base, emphasizing the importance of personalized service and expertise in the local market.
Contact Information
For more information about Callaway CPA & Advisory Services, LLC, please visit their official website.
