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CPA · Bookkeeping · Advisory

Clear books. Smart taxes. More time for your business.

We handle the numbers for small businesses and families across Montgomery County, so you always know where you stand and nothing sneaks up on you in April.

QuickBooks ProAdvisorXero CertifiedLicensed CPA firm
Modern advisory office
320+local businesses
served
Q3 books closed
Reconciled & reviewed
How we help

Everything your finances need, under one roof

Pick one service or let us run the whole back office.

📒

Monthly Bookkeeping

Reconciled accounts, clean categories and a simple monthly report you'll actually read.

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🧾

Business Tax Returns

LLCs, S-corps and partnerships, prepared and filed on time, with quarterly estimates planned ahead.

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🏠

Individual & Family Tax

From W-2s to rentals and side businesses, filed accurately with year-round answers.

Book a review →
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Payroll & Sales Tax

Payroll runs, filings and Texas sales tax handled, so penalties are never on your radar.

Add to a plan →
📈

Advisory & CFO

Cash-flow forecasts, pricing and hiring decisions backed by real numbers.

Start a conversation →
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New Business Setup

Entity choice, EIN, bookkeeping system and a first-year tax plan, done right from day one.

Get set up →
Find your fit

Not sure where to start?

Answer three quick questions and we'll point you to the service most clients in your situation choose.

Working together

Simple from the first call

1

Free consult

A 20-minute call to learn your business and goals.

2

Clear proposal

A flat monthly price, with no hourly surprises.

3

Secure onboarding

Connect accounts through our encrypted portal in minutes.

4

Ongoing support

Monthly reports, a dedicated accountant and quick answers.

Transparent pricing

Flat-rate packages

Every plan includes a dedicated accountant and secure client portal.

Essentials

For solo owners and new businesses

$295/mo
  • Monthly bookkeeping
  • Quarterly P&L review
  • Annual business tax return
  • Email support
Get started

Growth

For teams with payroll and more activity

$595/mo
  • Everything in Essentials
  • Payroll & sales tax filings
  • Quarterly tax planning call
  • Owner's individual return
Book a consult

CFO Partner

For established businesses planning big moves

$1,250/mo
  • Everything in Growth
  • Cash-flow forecasting
  • Monthly advisory meeting
  • Budget & KPI dashboard
Talk to us
Founding partner portrait
About the firm

Big-firm expertise, small-town attention

Founded by Elena Marsh, CPA, after twelve years at a national firm, Harbor & Pine was built for owners who want a real relationship with their accountant, not a ticket number.

"You'll always get a straight answer, in plain English, within one business day."
Licensed CPA12+ years experienceSmall-business specialistBilingual team
Meet with Elena
Client stories
Free consultation

Pick a time to talk

20 minutes by phone or video. No pressure and no cost, just clear next steps.

Select a date and time on the calendar
You're booked ✓

Demo only. On your live site this lands in your calendar and inbox.

Do you work with businesses outside Texas?

Yes. We file in all 50 states and work virtually through our secure portal.

Can you clean up books that are behind?

Absolutely. Catch-up bookkeeping is one of our most common projects, and we'll give you a flat quote first.

How is my data kept secure?

Documents are shared through an encrypted client portal with two-factor sign-in, never over plain email.

📞 CallFree Consult