Dallas Bookkeeping Services. Done Right,
Every Month.

Accurate, on-time books so you always know where your money stands. Pairs seamlessly with our Tax Preparation and Business Formation services.

The Offer

One flat monthly rate.
Everything included.

One flat monthly rate. Reconciled books, monthly financial reports, and a dedicated accounting team backed by a licensed CPA and Enrolled Agents. Need more? Our Fractional CFO Services add strategic financial leadership on top.

Get a quote your way.

Text Message

Text us your details for a fast, async quote.

Live Chatbot

Get an instant estimate right here on the site.

Automated Call

Speak to our AI assistant to start your quote.

Discovery Call

Book 15 minutes with a real staff accountant.

What You Get

Everything Your Business
Actually Needs.

01

Monthly Reconciliation

Every bank account and credit card matched, categorized, and closed out each month. Your books are always current.

Monthly Close Rate
FMAMJJ
Also Includes
  • Catch-up & cleanup bookkeeping
  • QuickBooks Online management
  • Dedicated bookkeeper
02

Monthly Financial Reports

P&L, balance sheet, and cash flow summary delivered every month in plain language you can actually use.

03

Audit-Ready Records

Clean, organized records ready for a lender, investor, or the IRS at any time. No scrambling at year-end.

04

Cash Flow Visibility

Know exactly what is coming in and going out so you can make confident decisions and plan ahead.

Last 6 months

Tax-Ready Books

We coordinate directly with your tax preparer so filing is fast, accurate, and stress-free every year.

Who We Serve

Built for Business Owners & Investors.

We handle the books so you can focus on running the business.

01

Small Business Owners

LLCs, S-Corps, and sole proprietors who need clean books without the overhead of a full-time bookkeeper.

02

Real Estate Investors

Rental portfolio tracking, property-level accounting, and rent roll management for landlords and investors.

03

Contractors & Freelancers

Project-based income tracking, expense categorization, and quarterly tax estimates for self-employed professionals.

04

Startups & Growing Teams

Scalable bookkeeping that grows with you, plus investor-ready financials when you need them.

Your financial picture, always clear.
Monthly P&L Delivered

Know your profit every single month

IRS-Ready at All Times

No year-end scramble or missing records

Cash Flow Tracked Weekly

Real numbers, not estimates or guesses

48-Hour Response Guarantee

A real person answers your questions fast

Client Reviews

What Our Clients
Are Saying.

Posted on Google Google
K.J. K profile picture
K.J. K
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Auburn Peak Financial Services has been a tremendous support and truly feels like a one-stop shop. They helped me catch up on my taxes after being behind for three years, properly structure my business, and understand the difference between tax breaks and tax deductions in a way that was clear and educational. Royce was professional, knowledgeable, and a great person to work with throughout the entire process. I’m grateful for their guidance, and Auburn Peak will be my firm for the foreseeable future.
Posted on Google Google
Rechell W profile picture
Rechell W
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I really appreciated how he broke everything down for me before we even got started. His communication was clear, professional, and reassuring. Definitely one of the best!
Posted on Google Google
Glorious A profile picture
Glorious A
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Definition of ease and peace of mind
Posted on Google Google
Nnebuogor C profile picture
Nnebuogor C
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Such a great experience! Professional, efficient, and easy to work with. He made the tax process simple and answered all of my questions. I really appreciated his attention to detail and excellent customer service. Highly recommend!
Posted on Google Google
Michael A profile picture
Michael A
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Reliable, helpful and timely. Will recommend to friends and colleagues.
Posted on Google Google
Tagbo I profile picture
Tagbo I
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Didn’t have to worry this year because they took care of my taxes. Efficient and surprising in a good way
Posted on Google Google
Lewis A profile picture
Lewis A
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
“Excellent service! I had an excellent experience with Auburn Peak Financial. Their team was professional, knowledgeable, and extremely helpful throughout the entire tax preparation process. They made everything simple, answered all of my questions, and ensured my taxes were handled accurately and efficiently. Their attention to detail and commitment to customer service gave me confidence every step of the way. I highly recommend Auburn Peak Financial to anyone looking for reliable, trustworthy, and professional tax services. Thank you for making the process smooth and stress-free.
Posted on Google Google
Benita K profile picture
Benita K
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Professional and very timely!
Posted on Google Google
Jonathan B profile picture
Jonathan B
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent service was able to get my taxes submitted and returned in timely fashion highly recommended for all financial services.
Posted on Google Google
Ky R profile picture
Ky R
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Auburn Peak Financial Services made the entire process quick and easy. Their transactional services were smooth, efficient, and hassle-free. The customer service was outstanding—everyone was friendly, professional, and took the time to answer my questions. I highly recommend them to anyone looking for fast, reliable financial services.
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Intuit Bookkeeping Trained Intuit Bookkeeping
Trained
QuickBooks Certified ProAdvisor QuickBooks
ProAdvisor
CPA & EA On Staff
5.0 Google Reviews
Know what tier fits?
Transparent Pricing

Monthly Bookkeeping Packages

A flat monthly fee based on your business complexity. No hourly surprises.

Basic
Starting at $400/mo

A simple starting point for small, single-owner businesses.

  • Your books set up and organized from day one
  • Monthly profit & loss and balance sheet reports
  • Reconciliation for 1 bank, card, or payment account
  • Straightforward, simple bookkeeping for one business
Fractional CFO Services
Contact for Pricing

Big-picture financial guidance from a licensed CPA, for businesses ready to grow.

  • Everything in Standard, plus:
  • 13-week cash flow forecasting
  • Annual budget with monthly budget-vs-actual reporting
  • Pricing and margin analysis
  • A sounding board for major financial decisions
  • Custom KPI dashboard for your business
  • Annual planning session
  • Coordination with your tax planning

Need more than what's included? We'll walk through pricing on your strategy call.

Auburn Peak Financial advisor reviewing bookkeeping strategy with a client
A Real Conversation, Not A Sales Pitch

Let's talk through your books, together.

Close-up of bookkeeping reconciliation work
Get Started Today

Stop Guessing.
Start Knowing Your Numbers.

Book a free 15-minute review. We'll look at your current books and show you exactly what clean bookkeeping looks like for your business.