Plano & DFW · Serving clients nationwide
Know exactly where your business stands, and what to do next.
Accounting, tax strategy, and CFO-level guidance from one coordinated team, working from the same numbers. No more piecing your finances together from five vendors who never talk to each other.
The initial conversation is complimentary.
Trusted by owner-led firms across DFW
150+
businesses served
20+ yrs
senior experience
1 team
not five vendors
Every number handled, by the same people, from the same books.
Growing businesses and professional-services firms often end up piecing their finances together from a bookkeeper here, a payroll app there, and a CPA they only talk to once a year at tax time. Things fall through the cracks, and nobody has the full picture.
Harvey, Tully & Associates was built to be the one relationship that covers all of it, accounting, tax strategy, and CFO-level guidance, coordinated by the same team, working from the same numbers.
How We Work With You
Three core relationships, built around how your business actually runs
Your finance department, without the finance department.
Outsourced Accounting & CFO
Monthly close, reporting, forecasting, and CFO-level guidance, scaled to where your business is today.
Learn moreBuilt for firms that bill by the hour, the project, or the client.
Professional Services Financial Advisory
Financial advisory built around how consulting, agency, legal, and healthcare practices actually make money.
Learn moreYour business and personal finances are connected. Your planning should be too.
Business Owner Tax & Financial Coordination
Business accounting and tax planning coordinated with owner compensation, retirement, succession, and outside advisors.
Learn moreWhat You Get
What a coordinated finance relationship delivers
Visibility & control
- Reliable, timely financial reporting
- Better cash-flow visibility
- Forecasting and budgeting you can act on
Tax & profitability
- Improved profitability and margin visibility
- Proactive tax planning throughout the year
- Better owner compensation and distribution decisions
Growth & transition
- Support for growth and financing
- Guidance through succession and an eventual sale
- One coordinated relationship, not five vendors
Supporting Services
The accounting fundamentals that make it possible
Monthly Bookkeeping & Cloud Accounting
Real-time, accurate books so you always know where your business stands, not just at tax time.
Learn morePayroll Services
Payroll handled correctly and on time, so you can focus on running your business instead of chasing compliance.
Learn moreTax Preparation
Accurate, on-time filing for individuals and businesses, done by people who know your full financial picture, not just your return.
Learn moreTax Planning
Proactive strategy during the year, not just paperwork in April. Entity structure, timing, and planning decisions that actually change your outcome.
Learn moreIRS Problem Resolution & Audit Support
Notices, audits, and back taxes handled directly, with someone who knows how to talk to the IRS so you don't have to.
Learn moreAccounting Technology & Systems
Cloud accounting systems and workflows designed around how your business actually operates.
Learn moreHow We Work
Built for owner-led businesses, not just tax season
We work with established, growing companies and professional-services firms that need more than a bookkeeper, and with business owners whose personal and business finances are closely connected. Here's how a typical relationship comes together.
Step 1
Assess
Understand the business, existing financial systems, pain points, and goals.
Step 2
Stabilize
Clean up reporting, workflows, responsibilities, and financial visibility.
Step 3
Advise
Deliver recurring reporting, tax planning, forecasts, and decision support.
Step 4
Scale
Adjust the finance function as the company grows or becomes more complex.
Organizations That Trust HTA
Harvey, Tully & Associates supports owner-led businesses and organizations across DFW and nationwide.
Displayed with permission. Inclusion reflects a client or organizational relationship, not an endorsement of specific results.
A team that knows your business, not just your return.
Harvey, Tully & Associates has been serving Plano and the greater DFW area with the kind of coordinated, senior-level financial relationship that's hard to find at a big firm and hard to build alone.
Bookkeeping to CFO, one team
The same people who manage your books plan your taxes and guide the big decisions.
Proactive, year-round
Books kept current all year and taxes planned in real time, not reconstructed in April.
Rooted in Plano, serving nationwide
Local relationships in DFW, with cloud systems that work wherever you are.
Let's talk about where your business stands.
A financial assessment is a conversation about your reporting, cash flow, tax planning, and whether outsourced accounting, controller, or CFO support is the right next step. The initial conversation is complimentary.
Request a Financial Assessment