veteran owned. precision driven.
We serve as the financial control center for owner-led service businesses in Houston and across Texas. Our fractional CFO and bookkeeping services provide accurate cash flow forecasting, detailed financial reporting, and strategic guidance so owners can make confident, data-driven decisions.
Our services deliver:
Cash Flow Control
Rolling forecasts, inflow timing, and burn rate analysis that keep your business stable and predictable.
Decision-Grade Financials
Monthly reporting that supports hiring, pricing, and expansion decisions with confidence.
Operational Visibility
Clear KPIs connected to labor, margin, and overhead efficiency to reveal exactly where your business can improve.
Why business owners choose us:
Flat-fee pricing with no hourly surprises.
Systems designed for real-world operations, not theory.
Direct and transparent communication.
Proven results for trades and service-based businesses across Texas.
Monthly CFO review calls focused on smart decisions, not data entry.
Custom financial models built for your actual operations, not generic templates.
As part of our financial consulting, we also provide tax advisory and strategic tax planning to help your business stay compliant and maximize profitability.
Accounting Services and Tax preparation
Judy A. Trevino, Co-Owner
I take a disciplined, systems-driven approach to tax preparation and administrative operations, with a focus on accuracy, timing, and execution under real business conditions.
My experience spans small business operations, client coordination, and workflow optimization. That background allows me to identify breakdowns early, streamline intake and documentation, and ensure filings move from start to finish without delays or rework.
I have completed multiple IRS-approved tax preparation courses with a specialization in Schedule C and Schedule E and maintain active continuing education through Liberty Tax. I also hold the IRS Annual Filing Season Program Record of Completion for 2024 and 2025.
At Estrada Tax & Accounting, I oversee the operational side of client delivery. This includes document intake systems, administrative workflows, and quality control to ensure every tax filing is accurate, compliant, and delivered on time.
My role exists to remove friction for business owners by enforcing structure, accountability, and precision so financial obligations are handled correctly and predictably.
Marcus Trevino, Owner
“Fractional CFO and Financial Oversight for Service-Based Businesses”
I bring Marine Corps discipline and systems-level thinking to financial leadership for owner-led businesses.
My background as a Marine Corps Maintenance Management Specialist trained me to design controls, track performance, and operate under real-world constraints. That same operational mindset now drives how I oversee bookkeeping, tax, and financial decision-making for business owners who need clarity, control, and predictability.
I hold dual QuickBooks Online certifications, advanced Schedule C and Schedule E tax preparation training, and maintain active federal continuing education through Liberty Tax. I am a recipient of the IRS Annual Filing Season Program Record of Completion for 2024 and 2025 and continue progressing toward a Bachelor’s in Accounting.
More importantly, I apply that technical foundation to outcomes that matter:
- Clean, decision-ready financials
- Reliable cash flow visibility
- Disciplined compliance without chaos
- Financial systems that support growth, not guesswork
Clients engage me when they want more than clean books. They want structure, accountability, and financial leadership rooted in experience, precision, and a mission-first mindset.
Jennifer "Jay" Graham, Accounting Assistant
Jennifer “Jay” Graham supports the firm’s accounting operations with a focus on accuracy, consistency, and dependable client support.
Her responsibilities include maintaining accurate records, reconciling accounts, and supporting day-to-day financial workflows to ensure information is complete and ready for review. She assists with financial report preparation, tax document organization, and administrative coordination that keeps client work moving without delays.
Jay brings a strong background in administrative systems and data management, paired with hands-on bookkeeping support and client communication. Her work supports both compliance execution and advisory preparation by ensuring underlying data and documentation are organized, accurate, and timely.
Her role is to reinforce reliability at the operational level so accounting and advisory decisions are based on clean, dependable information.