Pick a time to work out where the line goes

Fig. 01What we would go through

Nothing needs preparing. Who you already have, what is working, and what keeps landing back on your desk is plenty to start from.

We would work out where the line falls, what would come back to you for signature, what the first month would look like, and what it would cost. If a report only a credentialed firm can sign is the real need, you would hear it here first.

You will be talking to the Steven Palmieri practice.

Fig. 02Choose a time

With no grid on this page, the footer number reaches the desk that leaves every decision on your side of the table.

Fig. 03The pen does not move

Sitting outside the payroll is ordinary, and it is not a CPA credential. This desk holds none. Audits, reviews and opinions that express assurance stay with a firm that holds one, no matter who signs the engagement. If your bank wants a report that cannot be signed here, that is said early and you get the board's own lookup instead. The long form of that sits on the disclosures page.

Source. Texas Occupations Code, section 901.453 on reports, with sections 901.451 and 901.456. Read 29 September 2026.

Fig. 04What people read next