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.
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.
Everything Your Business
Actually Needs.
Monthly Reconciliation
Every bank account and credit card matched, categorized, and closed out each month. Your books are always current.
- Catch-up & cleanup bookkeeping
- QuickBooks Online management
- Dedicated bookkeeper
Monthly Financial Reports
P&L, balance sheet, and cash flow summary delivered every month in plain language you can actually use.
Audit-Ready Records
Clean, organized records ready for a lender, investor, or the IRS at any time. No scrambling at year-end.
Cash Flow Visibility
Know exactly what is coming in and going out so you can make confident decisions and plan ahead.
Tax-Ready Books
We coordinate directly with your tax preparer so filing is fast, accurate, and stress-free every year.
Built for Business Owners & Investors.
We handle the books so you can focus on running the business.
Small Business Owners
LLCs, S-Corps, and sole proprietors who need clean books without the overhead of a full-time bookkeeper.
Real Estate Investors
Rental portfolio tracking, property-level accounting, and rent roll management for landlords and investors.
Contractors & Freelancers
Project-based income tracking, expense categorization, and quarterly tax estimates for self-employed professionals.
Startups & Growing Teams
Scalable bookkeeping that grows with you, plus investor-ready financials when you need them.
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
What Our Clients
Are Saying.
Intuit BookkeepingTrained
QuickBooksProAdvisor
Monthly Bookkeeping Packages
A flat monthly fee based on your business complexity. No hourly surprises.
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
For growing businesses that want more visibility across up to three accounts.
- Everything in Basic, plus:
- Track what you owe and what customers owe you
- Reconciliation for up to 3 accounts
- Accrual-basis adjustments so your P&L reflects reality, not just cash in the bank
- Payroll coordination, so it lands correctly in your books
- Sales tax tracking and filing
- 1099 filing for up to 10 contractors, e-filed for you
- Quarterly check-in call with a real person
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.
Let's talk through your books, together.
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.