Fort Worth CPA Firm

CERTIFICATIONS

Certified Public Accountant
Member, American Institute of Certified Public Accountants (AICPA)

Meet With SDO CPA

Serena Do, CPA

TITLE

Managing Partner

HOMETOWN

Arlington, TX

YEARS OF EXPERIENCE

EDUCATION

With over 17 years of experience in tax compliance, international tax, and real estate accounting, I specialize in helping Fort Worth businesses navigate complex financial landscapes. Fort Worth’s diverse economy—from thriving construction firms and manufacturing companies to the growing healthcare and logistics sectors—requires a CPA who understands industry-specific tax strategies and compliance needs.

Before founding SDO CPA, I worked at top firms like EY and BDO, where I handled multi-state tax filings, S-Corp structuring, and private equity planning. Now, as Managing Partner, I help Fort Worth businesses automate financial processes, reduce tax liabilities, and gain strategic insights through bookkeeping, tax planning, payroll, and fractional CFO services. Whether you're a small business, a real estate investor, or a high-growth startup, I’ll help you stay compliant, maximize profits, and plan for the future with confidence.

SPECIALTIES

Business Tax
Accounting & Bookkeeping
Individual Tax
Tax Strategy & Planning
Business Tax Strategy
Multi-State Tax
Rental Properties

INDUSTRIES

Real Estate & Property Management
Construction & Trades
Restaurants
Professional Services
Private Equity & Syndications
Consumer Goods & Retail
Healthcare & Medical Practices

Fort Worth is the economic engine of West DFW, with six key industries employing over 250,000 workers. Transportation and warehousing leads with 62,000 employees, powered by AllianceTexas—a master-planned development with $120 billion in economic impact. Healthcare employs 55,000 through providers like JPS Health Network, Cook Children's, and Texas Health Resources. The aerospace sector includes Lockheed Martin (22,950 jobs) and Bell Helicopter headquarters, while American Airlines—a Fortune 500 company—employs 35,000 at its Fort Worth headquarters. NAS Fort Worth Joint Reserve Base contributes $4.8 billion annually to the Texas economy. This diverse business base requires CPAs who understand everything from defense contracting to hospitality accounting.

Fort Worth CPA Firm: Your One-Stop Solution for Bookkeeping, Tax Prep & Fractional CFO Services

Streamline your finances and gain strategic insights with a tech-forward CPA who understands Fort Worth’s unique business environment. We stay ahead of tax law changes—so you can focus on running and growing your business.

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Streamline Your Finances with Expert Support

Pain Point: Running a business means juggling bookkeeping, payroll, tax planning, and financial forecasting—all while trying to grow.

Solution: We handle daily accounting and fractional CFO services, so you can focus on operations while staying financially organized.

Stay Ahead of Tax Law Changes with Confidence

Pain Point: Texas tax laws and IRS regulations are always evolving, making it tough to keep up.

Solution: We're a Fort Worth-friendly CPA firm that monitors tax law changes, helping you maximize deductions and stay compliant with local, state, and federal regulations.

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Reliable CPA Services for Long-Term Growth

Pain Point: Many experienced CPAs are retiring, leaving Fort Worth businesses searching for reliable accounting partners.

Solution: We’re a new-generation CPA firm providing year-round advisory services. Whether you need fractional CFO support or proactive tax planning, we’ll be here for you—now and in the future.

How It Works

Getting started is simple. Here's what to expect:

Schedule a Free Consultation: Book a 25-minute call to discuss your business, current financial setup, and goals. No obligation, no pressure.

Get a Custom Proposal: We'll review your needs and provide a clear, flat-rate proposal estimate—so you know exactly what you're getting and what it costs.

Onboarding & Setup: Once you're on board, we connect to your accounts, clean up your books if needed, and establish a communication rhythm that works for you.

Ongoing Support & Strategy: From monthly bookkeeping to quarterly tax planning check-ins, we're your year-round financial partner—not just a tax season vendor.

Why Work With Us?

1
Local Expertise with a National Reach
Fort Worth businesses need a CPA who understands Texas tax laws, multi-state operations, and industry-specific deductions. Whether you run a construction firm, medical practice, or logistics company, we tailor financial strategies to your needs.
2
Strategic Financial Insight for Growth
From fractional CFO services to tax planning, we provide high-level financial guidance that helps Fort Worth businesses scale—without the cost of hiring a full-time CFO.
3
Reliable, Tech-Driven Accounting
We combine cloud-based bookkeeping, payroll, and forecasting tools to streamline your financial processes, ensuring accuracy and efficiency in a fast-moving business climate.
4
Proactive Tax Strategies & Compliance
Fort Worth’s economy is booming, and tax laws are constantly evolving. We help you stay ahead with smart deductions, industry-specific tax strategies, and compliance planning to maximize profits and minimize surprises.
5
A CPA Firm That’s Here for the Long Haul
Many CPAs are retiring or unavailable when you need them most. We’re a new-generation CPA firm for Fort Worth, committed to providing year-round advisory services and long-term financial support for your business.

Frequently Asked Questions

How much does a CPA cost for a business in Fort Worth?

CPA fees vary based on your business complexity, transaction volume, and service needs. At SDO CPA, basic bookkeeping starts around $300–$500 per month for a single entity. Full-service packages that include bookkeeping, tax planning, and advisory typically range from $1,000–$2,000 per month. Fort Worth businesses in aerospace, defense, or transportation may require specialized services.

Do you work with aerospace and defense contractors in Fort Worth?

Yes. Fort Worth is a major aerospace hub with Lockheed Martin, Bell Helicopter, and Elbit Systems. We understand government contract accounting, DCAA compliance considerations, and the unique tax planning needs of defense contractors.

Can you help transportation and logistics companies?

Absolutely. With AllianceTexas and 62,000 transportation workers, Fort Worth is a logistics powerhouse. We help with fleet accounting, fuel tax optimization, multi-state compliance, and the cash flow challenges unique to transportation businesses.

Do you work with healthcare practices in Fort Worth?

Yes. Fort Worth's healthcare sector employs 55,000 people through providers like JPS Health Network and Cook Children's. We understand medical practice accounting, billing reconciliation, and healthcare-specific tax planning.

What's the difference between a bookkeeper and a CPA?

A bookkeeper records daily transactions and maintains your financial records. A CPA is a licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance.

Can you work with my existing QuickBooks or accounting software?

Yes. We work with QuickBooks Online, Xero, FreshBooks, and other cloud-based platforms. We also integrate with payroll platforms like Gusto and expense tools like Ramp.

Do you offer fractional CFO services in Fort Worth?

Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning support—ideal for Fort Worth businesses managing government contracts, fleet investments, or expansion projects.

How do I get started with SDO CPA?

Schedule a free consultation through our website. We'll discuss your business, current financial setup, and goals. From there, we'll provide a proposal with transparent pricing.

Paul S., Business Owner

I’m too busy working with IT clients to worry about my accounting and bookkeeping. SDO CPA saves me from making mistakes, and they handle everything financial-related that I don’t know or have time for.

Robert M., General Contractor

Serena’s tax expertise has saved our construction firm thousands in deductions. She understands the complexities of Fort Worth’s contractor laws and keeps us in compliance.

Local CPA Services Across Texas

We serve Texas businesses in person and virtually. Select your city for location-specific information:

February 23, 2025

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Ready to work with a CPA who understands Fort Worth businesses?

Let’s simplify your finances, reduce tax burdens, and plan for long-term growth. Schedule a free consultation today.