Who We Serve

Whether you’re starting a business or scaling an established one, we help you gain clarity and confidence.

The Doza Group works exclusively with business owners who want more than basic bookkeeping. Our San Antonio clients value reliable financials, proactive guidance, and a long-term partner. Whether launching your first business or scaling past seven figures, our packages match where you are and grow with you.

WHO WE WORK WITH

Find Your Business Stage

Every business is at a different point in its journey. See where you are today — our services are built to meet you there.

🌱

Just Starting Out

PRE-REVENUE — $250K

Launching a new venture and need the right entity structure, clean books from day one, and a financial foundation built to scale.

✓ Business Formation

✓ Bookkeeping Setup

✓ QuickBooks Configuration

📈

Building Momentum

$250K — $1M REVENUE

Growing your team and revenue, but books are getting complex. You need reliable financials and compliant payroll to keep scaling.

✓ Monthly Bookkeeping

✓ Payroll Services

✓ Tax Filing & Compliance

MOST COMMON
🚀

Scaling Up

$1M — $5M REVENUE

Revenue is strong but you need strategic insight — not just numbers. Proactive tax planning and CFO-level guidance drive real growth.

✓ Full-Service Bookkeeping

✓ Tax Strategy & Planning

✓ Fractional CFO Advisory

🏛️

Established & Expanding

$5M+ REVENUE

Established operations that require a full financial partner — from daily bookkeeping to banking relationships and growth strategy.

✓ Full Financial Management

✓ Business Connections

✓ Strategic Advisory

Our Packages

Service Packages Designed for
Different Business Stages

Foundation

Starter

Starting at $350/month

You are building the foundation and want to start clean. We help establish reliable bookkeeping workflows and financial reporting so you track the right metrics from day one.

Often includes: new entity formation, QuickBooks setup, bookkeeping for first hires or contractors, and financial documentation for initial funding.

Financial statements by the 25th

CFO Advisory by request

48-hr support response time

Get Started
Most Popular

Growth

Starting at $650/month

You want reliable bookkeeping and clear answers without chasing numbers. We maintain accurate books year-round with proactive guidance so you understand performance and avoid tax surprises.

Often includes: bookkeeping cleanup, profitability analysis, overdue reconciliations, budgeting and quarterly advisory.

Financial statements by the 15th

Quarterly Advisory included

24-hr support response time

Get Started
Premium

Scale

Starting at $850/month

You are growing fast and need financial structure that keeps up. We maintain clean financials and provide strategic insight around KPIs, budgets, and cash flow.

Often includes: rapid revenue growth support, new hire financial systems, cash flow management, KPI reporting, and monthly CFO advisory.

Financial statements by the 10th

Monthly Advisory included

Same-day support response time

Get Started

What Industries Does The Doza Group Serve?

🏠 Home Services

HVAC, plumbing, electrical, landscaping. Job costing, seasonal cash flow, payroll.

💼 Professional Services

Consultants, attorneys, agencies. Clean financials, project profitability, tax optimization.

🏗️ Construction

General contractors, subs. Job costing, progress billing, WIP reporting, Texas compliance.

🏢 Real Estate

Property managers, investors. Entity-level accounting, rental income, multi-property reporting.

🏥 Healthcare

Medical and dental practices. HIPAA-aware processes, insurance revenue tracking, compliance.

Testimonials

What Our Clients Say

Real feedback from San Antonio business owners we work with every day.

“The Doza Group completely transformed how we manage our finances. Their proactive approach has saved us thousands.”

AC

Anderson Construction

Construction

“Having our bookkeeping, tax planning, and advisory all under one roof has been a game-changer.”

GH

Green Haven Landscaping

Professional Services

“From day one, the team at The Doza Group made us feel supported. Their integrated approach means we never worry about our books.”

MP

Mindful Pediatrics

Medical

Find the Right Support Plan

Schedule a discovery call to discuss which package fits your business.