Why the handover is public
The Outsourced Finance Desk is how the Steven Palmieri practice in Dallas names this work. The handover is on the site so a buyer can read it before trusting a file to it. Help here is showing the sequence, the name, and the way out.
The name
Services on this site are provided by Steven Palmieri, Dallas, Texas. The footer phone rings in Dallas. No street address is printed. The work with owners in other Texas towns is remote.
Written by Steven Palmieri, Dallas, Texas. 29 September 2026.
The one thing a handover here will never include
A signed report on your financial statements, which is to say an audit, a review or a compilation. Texas keeps that work for firms holding the licence and this desk holds none, so if a lender or a buyer has asked for one you will hear it in the first few minutes and leave with the name of somebody who can sign it. The close, the catch-up, the filings and the return all sit outside that reserved list, which is why the handover is as long as it is, and the rest of what this desk leaves alone is set out on the disclosures page.
Ask what a first call actually does
The call walks the sequence for your file and says if the fit is wrong.
You will be talking to the Steven Palmieri practice.