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Bookkeeping

Bookkeeping for small businesses in Dallas

We track income, categorize expenses, reconcile bank accounts and prepare financial reports each month. Your books stay organized, audit ready and ready for tax time.

Book a visit Call (214) 352-1600

Or send us a message

A team member working at her desk with her computer

Who it's for

Owners who'd rather run the business than sort receipts.

Maybe personal and business spending share an account, or your receipts live in a shoebox. Maybe you only look at the numbers in March. Monthly bookkeeping fixes that, one month at a time.

What's included

What we take care of

  • Income recorded every month
  • Expenses sorted into the right categories
  • Bank and credit card accounts reconciled
  • Financial reports: profit and loss, and a balance sheet
  • Books kept organized and audit ready
  • Year-end numbers ready for your business return
  • Catch-up bookkeeping for months that fell behind
A woman at the counter of an auto parts store, looking over a notebook

How it works

Set up once, then every month.

  1. 01

    Start with a conversation

    We look at how you keep records now and what your business needs.

  2. 02

    Set up

    We organize your accounts and categories, then bring past months up to date.

  3. 03

    Every month

    Each month, we record transactions, reconcile the books and prepare your reports. That keeps the books ready for tax time.

What to bring

Bring these to get started

  • Bank and credit card statements
  • Sales records and invoices
  • Receipts or records of business expenses
  • Last year's business tax return
  • Loan statements, if you have any
The full checklist
A woman at a desk with a laptop, a calculator and receipts laid out in rows

FAQ

Questions about bookkeeping

Do I need bookkeeping if I work on my own?

It helps. With clean monthly books, your Schedule C comes straight from the numbers. Fewer expenses get missed.

Can you catch up books that are months behind?

Yes. We start with your bank statements and bring each month up to date.

What reports will I get?

A profit and loss statement and a balance sheet. They show what your business earned, plus what it owns and owes.

Can we do this in Spanish?

Yes. We explain your reports and answer your questions in Spanish or English.

Other services

We can also help with

Guides

Related guides

Come by the office.

3021 Bachman Dr #102, Dallas. Monday to Saturday, no appointment needed.

Book a visit Call (214) 352-1600