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Phoenix Libra Tax & Business Solutions

Bookkeeping, compliance, and technology for businesses built to grow.

We help Texas business owners organize their financial records, navigate compliance, and build systems that simplify business operations.

Dallas–Fort Worth · English & Spanish

  • Bookkeeping
  • Tax Preparation
  • Compliance
  • Business Systems
  • Bookkeeping
  • Tax Preparation
  • Business Operations
  • Regulatory Compliance
  • Custom Technology
  • Bilingual Support

Solutions

One business. Different needs. One point of support.

Small businesses often rely on separate providers for bookkeeping, tax preparation, compliance, operations, and technology.

Phoenix Libra brings these areas together to help owners better understand and operate their businesses.

Bookkeeping & Tax Preparation

Financial records kept in order all year long, not only during tax season.

Services included

  • Monthly bookkeeping
  • Financial record organization
  • Income and expense categorization
  • Account reconciliation
  • Financial document organization
  • Business registration support

Business & Compliance Consulting

Processes, documentation, and administrative structure so the business runs in order and can respond to regulatory requirements.

Services included

  • Business process organization
  • Documentation support
  • Regulatory documentation preparation
  • Compliance support
  • Support for TDLR-regulated schools
  • Administrative processes

Business Technology

Phoenix Libra doesn't just recommend better processes. We can also build the technology required to operate them.

Services included

  • Custom business management systems
  • Client and student portals
  • Attendance management
  • Payment tracking
  • Online examinations
  • Digital records

Business consulting and compliance support services are administrative in nature and do not constitute legal advice.

Our approach

We don't build technology before understanding the business.

Phoenix Libra approaches technology from an operational perspective.

Before recommending a system, automation, or process, we first understand how the business operates, what information needs to be controlled, and where inefficiencies exist.

Then we build around the operation.

  1. 01Understand

    Understand the business

    We learn the operation, the people, and the information handled every day.

  2. 02Organize

    Organize processes

    We put records, documentation, and workflows in order before automating anything.

  3. 03Build

    Build the solution

    We design the system, tool, or process around that operation.

  4. 04Implement

    Implement

    We support the rollout and train the people who will use it.

  5. 05Improve

    Measure and improve

    We review results and adjust as the business changes and grows.

Projects

Real solutions in operation

Technology designed around real business operations.

Education Management System

M&J Beauty Academy

School management system connecting student registration, examinations, grading, and payment tracking.

Features

  • Student registration
  • Digital examinations
  • Grading
  • Payment tracking
  • Academic tracking
  • Administrative processes

Platforms

From manual processes to integrated platforms

We can turn different parts of an operation into a single digital ecosystem.

Not every business needs every module. The platform is designed around each company’s operation.

  1. Website

    The entry point to the business.

  2. Lead / Customer

    Lead capture and follow-up.

  3. Registration

    Online registration and enrollment.

  4. Payments

    Payment control and tracking.

  5. Operations

    The daily operation of the business.

  6. Documents

    Digital records and documentation.

  7. Reports

    Reporting and administrative visibility.

  8. Automation

    Automation of repetitive tasks.

  9. AI Assistant

    Assistants powered by artificial intelligence.

Professional portrait of Griselda Castillo, founder of Phoenix Libra

FOUNDER

Griselda Castillo, MBA

Founder · Phoenix Libra Tax & Business Solutions LLC

Griselda Castillo combines a background in business administration, accounting education, and business technology.

Her work focuses on understanding how a company operates, organizing its processes, and developing tools that help manage information, customers, students, documents, payments, and daily operations.

Her experience working directly with small businesses and regulated operations gives Phoenix Libra a practical approach: not only considering how a system should work, but how it will actually be used by the people running the business every day.

Services are available in English and Spanish.

Why Phoenix Libra

One perspective across administration, compliance, and technology.

  • Business First

    We understand the business first: how it operates, what information it handles, and where time is lost.

  • One Integrated Approach

    Bookkeeping + Operations + Compliance + Technology, coordinated from a single point of support.

  • Built Around Real Operations

    No generic solutions: every process and every tool is designed around the real operation.

  • Bilingual

    English + Español, across documents, systems, and communication with the team running the business.

Who we work with

Built for small businesses that are growing

We work with owners who already have an operation and need order: clear records, defined processes, and tools that keep up with growth.

  • Schools and academies
  • Service professionals
  • Beauty businesses
  • Massage schools
  • Contractors
  • Construction companies
  • Family businesses
  • New business owners
  • Businesses still running on paper, Excel, or several disconnected systems

Your business doesn't need more disconnected tools. It needs a better-organized operation.

Let's talk about how your business runs today and what can be simplified.