Houston CPA firm · SEC reporting · Technical accounting · Tax
Financial statements that are ready to file and ready for your auditor.
JV CPA INC. prepares SEC-compliant financial statements, handles the hard accounting questions, and keeps your books, payroll and taxes in order. Small-cap public companies and growing businesses use us to close on time and file with confidence.
- CPA · Texas
- CPA · Philippines
- 20+ years
- Houston, TX
- Trial balance & year-end closeDone
- Warrant & convertible note valuation · ASC 815Done
- Regulation S-X statements & footnotesIn review
- Auditor request list (PBC) packageIn progress
- Hand-off to your independent auditorNext
Illustration of how we plan a close. Not client data.
Who we work with
- OTC & Nasdaq-listed small caps
- Pre-IPO & reverse-merger companies
- Companies uplisting to Nasdaq, NYSE or Texas Stock Exchange
- Growing private businesses
- Physicians & medical practices
- Professionals & high earners
What we do
Five services. One team that knows how your numbers get tested.
Start with the filing you have due, or hand us the whole back office.
SEC Financial Reporting
We prepare the financial statements and footnotes behind your 10-K, 10-Q, S-1 or Form 10, built to Regulation S-X and organized the way your auditor will test them.
Explore SEC reporting →Technical Accounting & Valuation
Derivative liabilities, convertible notes, warrants and stock compensation, valued with Black-Scholes and binomial models and documented in a memo.
Learn more →Bookkeeping & Payroll
Monthly close in QuickBooks or Xero, reconciliations, and payroll with the quarterly and year-end filings handled.
Learn more →Tax Advisory & Preparation
Business and individual returns, year-round planning, entity structuring, and help when the IRS sends a notice.
Learn more →Retirement & Tax Strategy
Retirement plan setup for owners and practices, plus insurance-based strategies that work alongside your tax plan.
Learn more →Built by audit people
We prepare your statements the way an auditor will read them.
Our founder spent more than 20 years in audit practice, including PCAOB-standard audits of SEC registrants. We know what your auditor will ask for, so we build the support before they ask.
That background shortens audits, reduces adjustments, and keeps filing dates intact.
We prepare
Books, close, financial statements, footnotes, technical memos, valuations and the auditor request package.
Your independent auditor audits
We do not provide audit or assurance services, including PCAOB audits. Your audit is performed by the independent registered firm you engage, and we work alongside them.
Know your dates
SEC filing deadlines, counted from period end
We plan every close backward from the date that matters to you.
| Filer status | Form 10-K | Form 10-Q |
|---|---|---|
| Non-accelerated filer | 90 days | 45 days |
| Accelerated filer | 75 days | 40 days |
| Large accelerated filer | 60 days | 40 days |
Most small-cap companies are non-accelerated filers. A Form 12b-25 can extend a 10-K by 15 calendar days and a 10-Q by 5. We plan to file on the original date.
How an engagement runs
From first call to filed, in four steps
Scoping call
We review your last filing, your trial balance and your deadline, then tell you plainly what it will take.
Written calendar
You get a dated plan worked backward from the filing date, with one consolidated request list.
Close and prepare
We close the books, run the technical accounting and draft the statements and footnotes, with weekly status updates.
Auditor-ready hand-off
We deliver a clean package to your auditor and answer their questions through filing.
Jorge L. Verar, CPA
Founder & Managing Partner
- CPA · Texas
- CPA · Philippines
Meet the firm
A partner on every engagement
George Verar brings more than two decades of experience in audit, financial reporting, fraud examination and IT controls. He leads every engagement personally, supported by a team of staff accountants, QuickBooks ProAdvisors and payroll specialists.
You get the technical depth of a larger firm with direct access to the person who signs off on your work.
Have a filing date or a tax deadline coming up?
Tell us the date. We will tell you what it takes to meet it, in one free 30-minute call.