Who We Serve
The Doza Group works exclusively with business owners who want more than basic bookkeeping. Our 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 β our services are built to meet you there.
Just Starting Out
PRE-REVENUE β $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 β $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
Scaling Up
$1M β $5M REVENUE
Revenue is strong but you need strategic insight β 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 β 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
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.
✓Monthly bookkeeping
✓End-of-year tax package
✓Monthly P&L and balance sheet (by the 25th)
✓CFO advisory upon request
✓Unlimited bookkeeping support
✓Tax compliance & deduction guidance
✓QuickBooks Online + Canopy portal
✓48-hr support response time
Growth
Starting at $700/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.
✓Monthly bookkeeping
✓End-of-year tax package
✓Monthly P&L and balance sheet (priority, goal: 15th)
✓Budget vs Actual & Cash Flow reports
✓Dedicated CFO (3 calls/month)
✓Quarterly CFO advisory meetings
✓Dedicated account manager (up to 2 calls/month)
✓Annual industry KPI review
✓Unlimited bookkeeping support
✓Tax compliance & deduction guidance
✓QuickBooks Online + Canopy portal
✓24-hr support response time
Scale
Starting at $1,350/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.
✓Monthly bookkeeping
✓End-of-year tax package
✓Monthly P&L and balance sheet (expedited, goal: 10th)
✓Budget vs Actual & Cash Flow reports
✓Unlimited dedicated CFO access
✓Monthly CFO advisory meetings
✓Unlimited dedicated account manager calls
✓Quarterly industry KPI reviews
✓Unlimited bookkeeping support
✓Tax compliance & deduction guidance
✓QuickBooks Online + Canopy portal
✓Same-day support response time
What Industries Does The Doza Group Serve?
π§ Trades
HVAC, plumbing, electrical, landscaping, general contractors, subcontractors.
πΌ Professional Services
Consultants, attorneys, agencies.
π Logistics & Transportation
Trucking, freight, last-mile delivery, warehousing.
π’ Real Estate
Property managers, investors.
π₯ Healthcare
Medical and dental practices.
π Manufacturing
Custom fabrication, small-batch producers, contract manufacturers.
TESTIMONIALS
What Our Clients Say
β β β β β
βNacho & Pat Mendoza are great at what they do… but for me even more valuable is the fact that they have been in business (different realms) for quite some time therefore understand everything small/medium business go through and required for success. They are a hard working couple, they have been taking care of our family business now for 5 years, always looking after us and recommending improvements and strategies accordingly to our needs. I highly recommend The Doza Group.β
β Antonio C., dba The UPS Store 4373 @ The Forum
β β β β β
βI’ve had the pleasure of being both a client and a referral partner of The Doza Group, and I can confidently say they’re among the best in the business. Their team is knowledgeable, responsive, and genuinely committed to supporting their clients’ financial success. Whether it’s personal or business-related, they bring clarity and care to every interaction. I’ve referred several clients their way, and each time I receive glowing feedback. Highly recommend The Doza Group for anyone seeking reliable, trustworthy, and top-tier financial expertise.β
β Monique Z.
β β β β β
βWorking with The Doza Group has been an incredible support for our small business. Pat, Dominic, and Nacho have been attentive, professional, and truly invested in helping us stay on top of our accounting and compliance. They always take the time to explain things clearly and find the best possible solutions for our situation. We’re so grateful to have a team we can trust and rely onβthank you for making this side of business so much easier to manage!β
β Lesly H.
β β β β β
βI can’t begin to tell you how impressed we are with this company. We are a small business that has been operating for 29 years and during that time we have gone through a few CPA’s. We would get our taxes done, but never really heard from our accountants otherwise, and they were usually very hard to communicate with. The communication has been outstanding, the level of competence has been impressive, and the assistance has been so appreciated. This company is not your usual CPA firm. The Doza Group has been that team we were missing to be able to take our business to the next level. We are so grateful that we found them!β
β Michelle H.
β β β β β
βOur business needed a lot of organization in the accounting area and I wanted to find a group who was willing to put in the time and effort one on one to get us back on track. Enter The Doza Group! The team has put in what I’m sure was an immense amount of time to get our books in order and they are now helping us plan for the future. Thank you The Doza Group for the close attention to detail and care y’all put into our business.β
β Erica E.
β β β β β
βWe highly recommend The Doza Group! They are so knowledgeable and helpful and truly make everything simple. Pat, Luis, and Ellie have made the onboarding process painless and they take time to listen to our needs and answer all of our questions. The guidance they offer is top notch and they have truly been like a concierge service for our small business. We appreciate this team!β
β Alfaro’s Land Services
β β β β β
βThe Doza Group has achieved what few accounting firms achieve, which is providing bookkeeping and accounting services with a dedicated and responsive team at a fair price. As the managing partner of Bibb Cunningham CPAs, I highly recommend them for any accounting or business support service that they provide.β
β Pat B., Managing Partner, Bibb Cunningham CPAs
β β β β β
βThe Doza Group have become an indispensable part of my business, and I wholeheartedly recommend their services to anyone in need of top-notch bookkeeping. I cannot speak highly enough about the exceptional services provided by The Doza Group. Operating a business, having reliable and efficient bookkeepers is crucial, and The Doza Group have exceeded all expectations. I lean on Pat, Luis, Nacho, and Maximiliano often for their expertise, and they have consistently proven to be dependable and highly responsive. Their meticulous attention to detail and dedication to their clients are truly commendable.β
β Sienna W.
β β β β β
βWhen I began shopping for a bookkeeping firm, the choice was clear. If the reviews don’t say it, then the team at The Doza Group will make sure they show you why they’re your team for all bookkeeping and tax needs. At the time of my initial consult, Pat knew the right questions to ask. From that initial consult, Pat helped us realize that our business was in jeopardy of forfeit. The strategy and execution was quick, and effortless. The Team at The Doza Group did all possible to make sure a solution would be provided. Here we are, a year later still running strong! My team is very grateful for the efforts and dedication provided.β
β Rene M.
β β β β β
βI highly recommend The Doza Group for anyone looking for a qualified and professional team to handle their finances regardless of their business, big or small. I made the decision to switch to them a year ago after my previous CPA left me feeling clueless. Since switching, I have been able to grow my business and focus on the things that matter most like my clients and my team. Pat and her team have always been willing to go above and beyond to answer any of my questions, guiding me through better understanding my financials, but most importantly helping me navigate the tricky topics of payroll and taxes.β
β Martin S., Bluebonnet Cleaning Service, LLC
β β β β β
βLet me start with saying I went into searching for an accountant with very low expectations. The Doza Group was the fourth accounting firm I had contacted and without hesitation or awkwardness like I had experienced before, Patricia and I kicked it off like we had been long-time friends for years. She listened and understood my reasoning. She even helped explain what actual benefits an accountant could offer to us and why it was so vital for our continued growth. They are extremely fast at replying as well. They strive to be a one-stop place and they truly do get to know your business in a way that they can confidently recommend certain tax structures and strategies.β
β Justin Porter Media
β β β β β
βAs a Sr. Mortgage Loan Officer for the past 20 years, I frequently have to correspond with Financial Advisors & CPA Firms. The ease and speed at which they respond makes a huge difference. You can, even without physically visiting the office, feel the vibe of the team. The Team at The Doza Group is awesome. The response time and thoroughness are excellent. I had the privilege of speaking with the owner and right away I understood why the team vibe is powerful. It starts at the top. If you’re looking for a firm that will take care of all of your business financial needs like payroll, taxes and many more, please check out The Doza Group experience.β
β Everette E.
β β β β β
βWe started a design business early this year and decided we needed to bring on an accountant. Working with The Doza Group has been such a great experience. They’re always on top of every task and are quick to alert us if anything needs a second eye. Love how communicative they are and just how warm they are on a personal level. The Mendozas feel like family and we feel so lucky to have them! Could not recommend them more!β
β Juliana H.
β β β β β
βNacho and Patricia have greatly helped me understand our financial story. Before coming on board with them earlier this year, I was completely lost as it regarded our P&L and Balance Sheet. I was unaware of where we were losing money and what to spend my time addressing. After a few months of their bookkeeping and consulting services, our company financials began to turn for the better and today I understand the story of my business’ financial health. They also offer a unique service referred to as a ‘Mini CFO.’ This allows small businesses, who can’t afford a CFO, to gain high-level insights into their business’ financial operations.β
β Jared M.
β β β β β
βAs a small business owner struggling to survive and prosper through the pandemic of 2020, it was an incredible experience to make a switch to The Doza Group and feel that everything was going to be not just okay, but better. From day one it has been an incredible experience personally meeting Nacho, Pat and all their staff. Immediately making a plan of action and very efficiently moving forward to make all the necessary changes. In summary, I am very grateful to have found them and truly highly recommend them.β
β Michael M., MD, Spine Care of San Antonio LLC
β β β β β
βI love The Doza Group and this is why! They are quick to respond and when they are not available, you hear back from them the same day. They make you feel like part of the family and are down to earth. They don’t take shortcuts because they want to keep you compliant, and they are always looking to make sure they are accounting for every tax deduction throughout the year. I know I am a small business, but they make me feel important like I had a big business. They make me feel like royalty. Salinas Tree Service highly recommends their service to your business.β
β Richard G., Salinas Tree Service
β β β β β
βNacho & Pat Mendoza are great at what they do… but for me even more valuable is the fact that they have been in business (different realms) for quite some time therefore understand everything small/medium business go through and required for success. They are a hard working couple, they have been taking care of our family business now for 5 years, always looking after us and recommending improvements and strategies accordingly to our needs. I highly recommend The Doza Group.β
β Antonio C., dba The UPS Store 4373 @ The Forum
β β β β β
βI’ve had the pleasure of being both a client and a referral partner of The Doza Group, and I can confidently say they’re among the best in the business. Their team is knowledgeable, responsive, and genuinely committed to supporting their clients’ financial success. Whether it’s personal or business-related, they bring clarity and care to every interaction. I’ve referred several clients their way, and each time I receive glowing feedback. Highly recommend The Doza Group for anyone seeking reliable, trustworthy, and top-tier financial expertise.β
β Monique Z.
β β β β β
βWorking with The Doza Group has been an incredible support for our small business. Pat, Dominic, and Nacho have been attentive, professional, and truly invested in helping us stay on top of our accounting and compliance. They always take the time to explain things clearly and find the best possible solutions for our situation. We’re so grateful to have a team we can trust and rely onβthank you for making this side of business so much easier to manage!β
β Lesly H.
β β β β β
βI can’t begin to tell you how impressed we are with this company. We are a small business that has been operating for 29 years and during that time we have gone through a few CPA’s. We would get our taxes done, but never really heard from our accountants otherwise, and they were usually very hard to communicate with. The communication has been outstanding, the level of competence has been impressive, and the assistance has been so appreciated. This company is not your usual CPA firm. The Doza Group has been that team we were missing to be able to take our business to the next level. We are so grateful that we found them!β
β Michelle H.
β β β β β
βOur business needed a lot of organization in the accounting area and I wanted to find a group who was willing to put in the time and effort one on one to get us back on track. Enter The Doza Group! The team has put in what I’m sure was an immense amount of time to get our books in order and they are now helping us plan for the future. Thank you The Doza Group for the close attention to detail and care y’all put into our business.β
β Erica E.
β β β β β
βWe highly recommend The Doza Group! They are so knowledgeable and helpful and truly make everything simple. Pat, Luis, and Ellie have made the onboarding process painless and they take time to listen to our needs and answer all of our questions. The guidance they offer is top notch and they have truly been like a concierge service for our small business. We appreciate this team!β
β Alfaro’s Land Services
β β β β β
βThe Doza Group has achieved what few accounting firms achieve, which is providing bookkeeping and accounting services with a dedicated and responsive team at a fair price. As the managing partner of Bibb Cunningham CPAs, I highly recommend them for any accounting or business support service that they provide.β
β Pat B., Managing Partner, Bibb Cunningham CPAs
β β β β β
βThe Doza Group have become an indispensable part of my business, and I wholeheartedly recommend their services to anyone in need of top-notch bookkeeping. I cannot speak highly enough about the exceptional services provided by The Doza Group. Operating a business, having reliable and efficient bookkeepers is crucial, and The Doza Group have exceeded all expectations. I lean on Pat, Luis, Nacho, and Maximiliano often for their expertise, and they have consistently proven to be dependable and highly responsive. Their meticulous attention to detail and dedication to their clients are truly commendable.β
β Sienna W.
β β β β β
βWhen I began shopping for a bookkeeping firm, the choice was clear. If the reviews don’t say it, then the team at The Doza Group will make sure they show you why they’re your team for all bookkeeping and tax needs. At the time of my initial consult, Pat knew the right questions to ask. From that initial consult, Pat helped us realize that our business was in jeopardy of forfeit. The strategy and execution was quick, and effortless. The Team at The Doza Group did all possible to make sure a solution would be provided. Here we are, a year later still running strong! My team is very grateful for the efforts and dedication provided.β
β Rene M.
β β β β β
βI highly recommend The Doza Group for anyone looking for a qualified and professional team to handle their finances regardless of their business, big or small. I made the decision to switch to them a year ago after my previous CPA left me feeling clueless. Since switching, I have been able to grow my business and focus on the things that matter most like my clients and my team. Pat and her team have always been willing to go above and beyond to answer any of my questions, guiding me through better understanding my financials, but most importantly helping me navigate the tricky topics of payroll and taxes.β
β Martin S., Bluebonnet Cleaning Service, LLC
β β β β β
βLet me start with saying I went into searching for an accountant with very low expectations. The Doza Group was the fourth accounting firm I had contacted and without hesitation or awkwardness like I had experienced before, Patricia and I kicked it off like we had been long-time friends for years. She listened and understood my reasoning. She even helped explain what actual benefits an accountant could offer to us and why it was so vital for our continued growth. They are extremely fast at replying as well. They strive to be a one-stop place and they truly do get to know your business in a way that they can confidently recommend certain tax structures and strategies.β
β Justin Porter Media
β β β β β
βAs a Sr. Mortgage Loan Officer for the past 20 years, I frequently have to correspond with Financial Advisors & CPA Firms. The ease and speed at which they respond makes a huge difference. You can, even without physically visiting the office, feel the vibe of the team. The Team at The Doza Group is awesome. The response time and thoroughness are excellent. I had the privilege of speaking with the owner and right away I understood why the team vibe is powerful. It starts at the top. If you’re looking for a firm that will take care of all of your business financial needs like payroll, taxes and many more, please check out The Doza Group experience.β
β Everette E.
β β β β β
βWe started a design business early this year and decided we needed to bring on an accountant. Working with The Doza Group has been such a great experience. They’re always on top of every task and are quick to alert us if anything needs a second eye. Love how communicative they are and just how warm they are on a personal level. The Mendozas feel like family and we feel so lucky to have them! Could not recommend them more!β
β Juliana H.
β β β β β
βNacho and Patricia have greatly helped me understand our financial story. Before coming on board with them earlier this year, I was completely lost as it regarded our P&L and Balance Sheet. I was unaware of where we were losing money and what to spend my time addressing. After a few months of their bookkeeping and consulting services, our company financials began to turn for the better and today I understand the story of my business’ financial health. They also offer a unique service referred to as a ‘Mini CFO.’ This allows small businesses, who can’t afford a CFO, to gain high-level insights into their business’ financial operations.β
β Jared M.
β β β β β
βAs a small business owner struggling to survive and prosper through the pandemic of 2020, it was an incredible experience to make a switch to The Doza Group and feel that everything was going to be not just okay, but better. From day one it has been an incredible experience personally meeting Nacho, Pat and all their staff. Immediately making a plan of action and very efficiently moving forward to make all the necessary changes. In summary, I am very grateful to have found them and truly highly recommend them.β
β Michael M., MD, Spine Care of San Antonio LLC
β β β β β
βI love The Doza Group and this is why! They are quick to respond and when they are not available, you hear back from them the same day. They make you feel like part of the family and are down to earth. They don’t take shortcuts because they want to keep you compliant, and they are always looking to make sure they are accounting for every tax deduction throughout the year. I know I am a small business, but they make me feel important like I had a big business. They make me feel like royalty. Salinas Tree Service highly recommends their service to your business.β
β Richard G., Salinas Tree Service
Find the Right Support Plan
Schedule a discovery call to discuss which package fits your business.
