Bookkeeping Service near Addison, TX

Our Services

What We Offer

Build a custom monthly plan and only pay for the services you truly need.

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Bookkeeping

We reconcile every account, produce clear financial statements, and clean up any past-period records that need catching up.

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Tax Planning & Filing

Our CPA partner calculates your tax liability, captures every deduction, and submits all federal and state returns right on schedule.

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Payroll Management

Every pay period, we run payroll, withhold and remit taxes, and make sure each employee is paid accurately and on time.

Sales Tax Filing

Stay compliant in every jurisdiction. We track nexus, prepare the returns, and file them well before the deadline.

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Bill Pay & Invoicing

From issuing invoices to scheduling vendor payments, we keep cash moving smoothly and your payables organized.

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Fractional CFO

Financial leadership on demand. Get rolling forecasts, cash-flow modeling, and data-driven guidance without hiring a full-time CFO.

Our Valued Clients

Who We Serve

Accurate books matter at every stage and in every industry. Below are just a few of the client types we support.

Solo & Small Businesses

Our goal is to give you back 10-15 hours of your time every month. We handle the books so you can focus on running and growing your business.

Growing Businesses

Small errors can become major problems as you scale. We act as a second set of expert eyes on your finances to help prevent costly mistakes.

Professional Services

We help manage the financial complexity of your client work, giving you an accurate and clear picture of your project costs.

Contractors & Trades

Understand the true cost of every project is key. Our job costing and subcontractor analysis shows you where your profit is made.

Healthcare Practices

Focus on your patients, not your paperwork. We specialize in tracking complex healthcare revenue to give you a clear view of your practice's finances.

Real Estate Investors

We provide property-by-property reporting so you can easily see your cash flow and true return on investment.

Retail & E-commerce

We help you manage inventory costs, sales tax compliance, and the complexities of point-of-sale or online payment systems.

Hospitality

We understand the industry's unique challenges, from managing food and labor costs to tracking daily cash flow and tips.

Our Process

How It Works

We believe in a simple process meant to get your books in perfect order and keep them that way month-to-month.

Discovery Call

Understanding Your Business

It all starts with a simple conversation. We learn about your business, its specific challenges, and your financial goals to determine the exact level of service you need for success.

Onboarding

Seamless Setup

Once we agree on a plan, we make getting started simple. We'll send a clear engagement letter and securely gather the necessary access to your financial accounts and software.

Initial Clean Up

Building Your Foundation

If your books are behind, our first major task is a thorough clean-up. We organize past transactions and reconcile all accounts to establish an accurate financial baseline for the future.

Ongoing Work

Consistent Bookkeeping

With your books in order, we begin our simple monthly rhythm. We handle all month-to-month bookkeeping, deliver clear reports, and support you as your business needs change.

What You Gain

Your finances should be a tool for growth, not a chore that drains your time. Our entire service is built around making that a reality for your business.

More Time for Your Business

The hours you used to spend on data entry are now yours again. Reinvest that time into serving your customers and improving your craft.

Confidence in Your Decisions

You'll have clear financial reports that answer your key questions. Get the hard data you need to stop guessing and plan your moves with confidence.

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What We Stand For

We believe financial data is useless if it isn’t simple to understand. Our job is to be more than just historians for your money, it’s to provide the insights that help you build your future. We stand for giving you complete control over your numbers so you can grow your business with confidence.

Ready to Turn Your Bookkeeping Into a Tool for Growth?

Schedule a free call today. We’ll discuss your business needs and the process for making your books accurate and useful.

Start Now

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