Antega LLC | Finance, Accounting & Tax

Serves Waco, TX

35244

Hired 76 times

4 employees

6 years in business

$100/hour

5.0

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Venmo, and Zelle.

Next Service

Hours

Sun Closed

Mon 12:00 pm - 8:00 pm

Tues 12:00 pm - 8:00 pm

Wed 12:00 pm - 8:00 pm

Thurs 12:00 pm - 8:00 pm

Fri 12:00 pm - 5:00 pm

Sat Closed

Introduction

At Antega, we believe strong personal and business finances go hand-in-hand. Whether you’re managing your personal wealth or growing your business, we provide expert-level financial coaching, bookkeeping, and tax planning to help you succeed in both areas. Our holistic approach ensures your finances work for you, year-round. 💼 Why Choose Antega? • Integrated Financial Coaching: Get expert guidance for both personal and business finances—helping you make decisions that benefit both areas. • Tailored Solutions: Whether you’re an individual or business owner, we offer customized financial support to meet your unique goals. • Year-Round Partnership: We offer ongoing advice, from managing debt and budgeting to optimizing business operations. 📋 Our Services: • Financial Coaching: Improve budgeting, goal-setting, and financial planning for both personal and business success. • Bookkeeping & Cleanup: Keep your finances organized, whether for personal or business needs. • Tax Prep & Strategy: Maximize deductions and reduce liabilities with expert tax services. • Fractional CFO: Strategic financial guidance for growing businesses. At Antega, we’re here to help you build a strong financial foundation for both your personal life and business. Schedule a free consultation today!

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

At Antega, our pricing reflects the value we bring. We prioritize exceptional service and expertise, tailored to each client's needs. While we don't discount or compete on price, our rates ensure unparalleled support and peace of mind. Choose Antega for a lasting investment in quality, reliability, and financial well-being

What is your typical process for working with a new customer?

1. Our typical process begins with an intimate conversation to get to know our potential clients and allow them to get to know us. 2. Once we mutually agree that there is potential for a successful partnership, we proceed to prepare a formal estimate outlining the scope of work and associated costs. 3. If the client decides to move forward, we provide a detailed contract that outlines the terms and conditions of our engagement, ensuring clarity and transparency for both parties. 4. With all agreements in place, we commence work, leveraging our expertise and dedication to building a long-term, mutually beneficial relationship with our clients.

What education and/or training do you have that relates to your work?

Our small team comprises finance and accounting, technology, and process improvement experts with extensive experience across various industries, from Fortune 500 companies to small businesses, wineries, and non-profits. Our qualifications include MBAs, CFAs, CPAs, and even a Scrum Master certification. However, our most valuable expertise comes from working closely with small business owners like ourselves, listening to their challenges, and continuously refining our skill sets to better serve our customers.

How did you get started doing this type of work?

Our founder, driven by an entrepreneurial spirit, leveraged her military and corporate experience to launch our business, recognizing the opportunity to apply her expertise to help other businesses succeed.

What types of customers have you worked with?

We've had the privilege of working with customers across diverse industries and at various stages of growth. Our expertise shines particularly with companies that have reached a level of sophistication where they seek to understand their success, replicate winning formulas, and implement strategic growth initiatives. These clients benefit most from our tailored approach and deep insights into optimizing their financial strategies.

Describe a recent project you are fond of. How long did it take?

One recent project that stands out is our work with a multi-location imaging company. Over the course of a year, we acted as their outsourced CFO, assisting them in setting up their accounting and finance function from scratch. This involved tasks such as setting up QuickBooks, developing their chart of accounts, and implementing standard and advanced reporting systems. Additionally, we provided ongoing support by handling all of their bookkeeping, budgeting, forecasting, and overall finance and accounting needs. We also attended weekly reporting meetings with management to ensure alignment and provide strategic insights. Our involvement in this project allowed us to witness their growth firsthand and contribute to their success. Furthermore, we facilitated the hiring of full-time staff to take over these responsibilities and continue to provide support on an augmented basis.

What advice would you give a customer looking to hire a provider in your area of work?

Finances are one of the most intimate aspects of both business and personal life. It's crucial to have a partner you can trust implicitly. Take the time to properly vet people and always listen to your gut instinct during the selection process.

What questions should customers think through before talking to professionals about their project?

1. What specific experience do you have working with businesses similar to mine? 2. Can you provide examples of how you've helped clients achieve their financial goals or overcome similar challenges? 3. What services do you offer, and how do you customize your approach to meet the unique needs of each client? 4. What fees or pricing structure do you offer for your services, and are there any additional costs or fees we should be aware of? 5. How do you ensure transparency and clarity in billing and reporting? 6. Can you outline your communication process and how often we can expect updates or progress reports? 7. What measures do you take to stay up-to-date with changes in tax laws, regulations, and accounting standards? 8. How do you prioritize client satisfaction, and can you provide references or testimonials from satisfied clients?