Business Details
32 Years
experience
Trusted Virtual CFO & Online CPA Services in Texas
Susan Curran Financial has been a trusted partner for Texas small businesses for over 25 years. Founded by Certified Public Accountant and Certified Financial Planner Susan Curran, our firm combines advanced virtual capabilities with deep local expertise to deliver comprehensive financial solutions. We specialize in tax preparation, accounting, business advisory services, and retirement planning, helping entrepreneurs maximize profitability while maintaining compliance with state and federal regulations. Our team of seasoned professionals leverages secure digital systems to provide seamless access to documents, reports, and strategic guidance, allowing business owners to focus on growth rather than administrative burdens. With operations based in Dripping Springs and serving clients across Texas, we maintain active participation in the business community while continually innovating through cutting-edge financial technologies.Our approach emphasizes proactive financial management, personalized service, and building long-term relationships grounded in integrity and transparency. By integrating virtual CFO systems with traditional accounting expertise, we offer scalable solutions tailored to businesses at every stage from startup to IPO. Over decades of service, we have cultivated a reputation for responsive client support, award-winning performance, and a commitment to helping Texas entrepreneurs achieve both business and personal financial objectives.
Services
Tax Preparation
Virtual CFO
Business Advisory
Bookkeeping
Retirement Planning
Details
- Year established: 1994
Highlights and features
- We offer 25+ years of Texas-specific accounting expertise through certified professionals
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide secure virtual systems for seamless document sharing and reporting access
- We maintain deep understanding of Texas financial regulations and business environment
- Our firm has received multiple 'Best of Dripping Springs' awards for service excellence
Associations and certifications
- AICPA
- CFP Board
What people say
Award-winning service
Deep Texas expertise
Proactive financial management
Secure digital systems
25+ years experience
Services
Virtual CFO
Our Virtual CFO service provides strategic financial leadership through secure digital platforms. We offer continuous financial oversight, cash flow analysis, and business forecasting tailored to Texas-based companies. This service helps entrepreneurs make informed decisions while maintaining compliance with state regulations and optimizing growth opportunities.
Tax Preparation
Comprehensive tax preparation services for Texas businesses and individuals. Our certified professionals handle federal and state tax filings, deduction optimization, and compliance strategies. We specialize in complex situations including business sales, stock options, and 1031 exchanges while ensuring maximum legal savings through proactive planning.
Business Advisory
Strategic business advisory services focused on profitability improvement and financial decision-making. We provide cash flow analysis, business projections, and operational efficiency recommendations tailored to Texas market conditions. Our expertise includes business structure optimization and investment strategy development for long-term growth.
Bookkeeping
Complete bookkeeping solutions using QuickBooks Online and in-house systems. Our services include financial statement preparation, accounts payable/receivable management, and payroll processing. We deliver regular reporting packages in PDF format while maintaining real-time digital access through secure portals for Texas-based clients.
Retirement Planning
Retirement planning solutions including SEP and 401(k) setup for businesses. Our certified financial planners offer automated investment platforms and personalized strategies. We help clients build wealth through careful allocation while aligning investment approaches with both business and personal financial objectives across Texas.
People
Susan Curran
Certified Public Accountant
Founder with 25+ years of experience in financial services. Former corporate VP/controller and partner in financial firms. Active in Texas business community with deep local connections and expertise in guiding businesses from startup to IPO.
Kathy Rogers
Certified Public Accountant
UT Austin graduate with experience at Price Waterhouse. Specializes in expatriate taxation and audit engagements. Returned to professional accounting after managing family-owned business. Brings extensive audit and tax expertise to Texas clients.
Becca Peterson
Business Manager
Accounting professional with 25+ years of experience. Vocational college graduate in accounting. Manages business operations while providing tax and accounting services to Texas-based clients.
Emily Devane
Tax & Accounting Associate
ACC student working toward CPA certification. Combines academic training with practical experience in tax services. Active community member and church leader contributing to client financial solutions.
Steve Curran
Investment Adviser Representative
Electrical Engineering graduate with diverse career background. Volunteer leader in multiple community initiatives. Provides investment advisory services through Curran Financial Partners with technical and financial expertise.
Questions
What virtual CFO services do you offer for Texas businesses?
We provide strategic financial oversight, cash flow analysis, and business forecasting through secure digital platforms for Texas-based companies.
Do you handle complex tax situations for Texas businesses?
Yes, our CPAs specialize in complex tax matters including business sales, stock options, and 1031 exchanges for Texas clients.
How do you deliver accounting services remotely?
We use secure portals for document sharing, QuickBooks Online access, and virtual consultations while maintaining regular reporting schedules.
Can you help with retirement plan setup for small businesses?
Yes, we offer SEP and 401(k) plan setup with personalized investment strategies tailored to business owner needs.
What areas of Texas do you serve?
While based in Dripping Springs, we serve clients statewide through our secure virtual systems across all Texas business communities.
How do you ensure compliance with Texas financial regulations?
Our team maintains Texas-specific certification and expertise to ensure all services meet state regulatory requirements and local business needs.
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