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Service

Books that are always closed, clean and lender-ready.

Stop reconciling accounts at midnight. Our accountants keep your books current every month, so your financials are ready whenever a lender, investor or the IRS asks.

What's included

A complete monthly bookkeeping engagement, not a software subscription with a chatbot.

01

Monthly reconciliation

Bank, credit card and loan accounts reconciled every month, with discrepancies investigated and resolved.

02

Financial statements

Profit and loss, balance sheet and cash-flow statements delivered by a set date each month.

03

Accounts receivable and payable

Invoicing support, bill tracking and aging reports so you always know who owes what.

04

Catch-up and cleanup

Behind on your books? We rebuild months or years of records into a clean, accurate ledger.

05

QuickBooks setup and support

Chart of accounts designed for your business, not a generic template.

06

Year-end tax handoff

Books close directly into tax preparation with the same team, so nothing gets lost in translation.

How it works

1

Diagnostic review

We assess the current state of your books and quote a flat monthly fee with no surprises.

2

Cleanup and setup

We fix what's behind, connect your accounts and establish a monthly close routine.

3

Monthly close

You get accurate statements on a fixed schedule, plus an accountant who answers the phone.

Common questions

Straight answers before you commit to anything.

My books are two years behind. Can you help?

Yes. Catch-up work is one of the most common ways clients start with us. We quote the cleanup as a fixed project, then transition you to a monthly engagement.

Do you work with my existing software?

We work primarily in QuickBooks Online and can migrate you from spreadsheets, desktop software or other platforms.

How is this different from an app like a self-service bookkeeping tool?

You get a named accountant in Grand Prairie who knows your business and also handles your payroll and taxes. When something looks off, a person calls you.

Ready for books you never worry about?

Free consultation. No pressure, just answers.

Talk to an accountant