Business Details
25 Years
experience
Your Trusted Accounting Partner in Kerrville, TX
Keely Herod, CPA has been dedicated to delivering exceptional accounting and tax services since 2001. Our firm combines professionalism, responsiveness, and quality to address the unique financial needs of individuals and businesses. With a team of experienced CPAs, we offer virtual CFO services, advanced accounting software solutions, and industry-specific expertise in construction, real estate, retail, and agriculture. Our proactive approach ensures clients receive personalized attention, leveraging technology like Xero and QuickBooks to streamline financial processes.Located in Kerrville, TX, we serve clients across Texas and beyond, prioritizing transparency, client education, and long-term financial success. Our commitment to continuous learning and client-centric strategies has earned us a reputation for excellence in tax planning, business advisory services, and IRS audit representation.
Services
Tax Preparation
Bookkeeping Services
Virtual CFO
QuickBooks Services
Xero Cloud Accounting
Business Valuation
Payroll Solutions
IRS Audit Representation
Financial Planning
Succession Planning
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team specializes in Xero and QuickBooks cloud accounting solutions.
- We provide virtual CFO services tailored to business growth needs.
- Our industry-specific expertise spans construction, real estate, and retail.
- We prioritize proactive communication and client education.
What people say
Exceptional QuickBooks support
Proactive tax planning
Industry-specific expertise
Responsive team
Reliable audit help
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in S-Corp, C-Corp, and partnership tax returns, maximizing deductions while maintaining compliance. Our team stays updated on evolving tax laws to provide strategic planning and multi-state filing solutions.
Virtual CFO
Virtual CFO services deliver strategic financial guidance for business growth. We offer cash flow management, software stack integration, and succession planning. Our experts analyze financial data to optimize pricing structures, reduce costs, and develop scalable business strategies tailored to your industry.
QuickBooks Services
QuickBooks services include setup, training, and optimization for desktop and online versions. Our ProAdvisor team synchronizes bank accounts, streamlines invoicing, and implements custom reporting tools. We help businesses leverage QuickBooks features to improve financial visibility and operational efficiency.
Xero Cloud Accounting
Xero cloud accounting solutions provide real-time financial access from any location. We assist with system implementation, bank reconciliation, and workflow automation. Our Xero Advisor ensures secure data encryption and trains clients on invoice generation, expense tracking, and project management features.
IRS Audit Representation
IRS audit representation protects clients during tax disputes. We handle correspondence, minimize liability, and negotiate payment plans. Our specialists manage audit processes from initial notices to appeals, ensuring compliance while safeguarding client interests and financial stability.
People
Janet Goldman
Partner
CPA with over 35 years of experience, specializing in community-focused accounting. Active in local organizations and youth programs, Janet provides strategic financial guidance rooted in deep industry knowledge and community engagement.
Keely Herod
Partner
CPA and Certified Valuation Analyst with 20+ years in public accounting. Expertise in business valuations and tax strategies. Active in local chambers of commerce, Keely combines technical proficiency with community leadership to drive client success.
Judy Bunch
Office Manager
32-year veteran of the firm with expertise in office operations. Graduated from Schreiner College, Judy ensures seamless administrative support while maintaining a client-focused approach to accounting services.
Maddi Euler
Professional Staff
Recent UTSA Master of Accountancy graduate pursuing CPA licensure. Specializes in emerging accounting technologies and volunteer-driven community initiatives, bringing fresh perspectives to client service and financial innovation.
Leeann Broach
Paraprofessional
Newly graduated Tarleton State accounting professional with local roots. Focuses on foundational accounting tasks while developing expertise in tax preparation and software integration under senior team mentorship.
Questions
What accounting software do you specialize in?
We specialize in Xero and QuickBooks cloud solutions, offering setup, training, and optimization to streamline your financial operations.
Can you help with IRS tax issues?
Yes, we provide IRS audit representation, tax resolution services, and back-tax filing assistance to resolve disputes and payment plans.
Do you offer virtual accounting services?
Yes, our virtual CFO and cloud accounting services provide remote financial management using secure, real-time software platforms.
What industries do you serve?
We specialize in construction, real estate, retail, agriculture, and small business accounting with tailored financial strategies.
How do you handle business succession planning?
We develop comprehensive succession plans identifying leadership candidates, implementing training programs, and ensuring smooth leadership transitions.
Can you assist with payroll management?
Yes, we offer customized payroll solutions to automate processing and ensure compliance with tax regulations.
