21 Best Bookkeeping Services in Dallas, TX

This is a detailed list of the best bookkeeping services in Dallas.

Bookkeeping services in Dallas are companies that handle bookkeeping and accounting work for organizations in need of assistance. These services can include bank account reconciliations, tax filing, and payroll processing for companies with employees. Your organization’s size and complexity determine which bookkeeping services are best for you.

These services are similar to Houston bookkeepers and Austin bookkeepers.

This list includes:

• small business bookkeeping services in Dallas
• virtual bookkeeping services in Dallas
• professional bookkeeping services in Dallas
• bookkeeping and tax services in Dallas
• bookkeeping and payroll services in Dallas

Here is the list!

List of bookkeeping services in Dallas

Outsourcing to professional bookkeepers can help you keep company finances in order. Here is a list of some of the best Dallas bookeepers.

1. Rigits

Hello from Rigits (that’s us)! We might not be your neighborhood Dallas bookkeepers, but thanks to broadband internet and cloud computing, we’ve got clients from coast to coast.

In case you’re after a local touch, don’t sweat it – we’ve curated a list of awesome local firms below for you.

So, what bookkeeping services do we offer? Think of us as the Swiss Army knife of bookkeeping – handling your financial statements, keeping tabs on your accounts, and customizing everything to fit your needs. Our pricing is as easy as pie, starting at $695 monthly, no hidden stuff.

We’ve been on this adventure since 2016, helping everyone from hip startups to the corner cafe and impactful charities. We, Julia and Elizabeth, started this with one thing in mind: books so clean you could eat off them.

Learn more about Rigits.

2. Kelly CPA

With Kelly CPA, creatives and entrepreneurs are the target audience for hassle-free accounting services and tax processing. This unique office focuses on the needs of niche businesses, including not-for-profits, artists and creators, and professional medical and legal groups. The services Kelly CPA provides free up clients to focus on business needs.

One of Kelly CPA’s main goals is to make your company’s tax process worry-free. In addition to processing and filing, the firm offers remote form submissions via smartphone and ideas for reducing your tax liability. For bookkeeping and accounting customers, the Kelly team takes on the task of maintaining your company’s records to ensure thoroughness and accuracy on all levels.

If a business is not sure what it needs regarding tax and bookkeeping, Kelly CPA offers consulting services. The resulting recommendations may include cash flow recommendations, financial strategizing, and advisement on a client’s choice of accounting software. These sessions are valuable whether a company is just getting off the ground or determining next steps.

Learn more about Kelly CPA.

3. Proledge

Proledge operates two offices, in Dallas and another in Fort Worth, to offer location convenience. Founder Patrick Bonnaure is the former Chief Operating Officer of CPA2Biz, a provider of marketing and technology services to accounting professionals and an alum of Intuit and Microsoft. His background helped him create a bookkeeping firm that works to address the major issues of affordability and trust when hiring bookkeepers.

The team at Proledge offers both remote and in-person services. Their bookkeepers handle short-term projects to clean up past mistakes. Daily and monthly services for ongoing bookkeeping can be scaled to the needs of the business.

Pricing for Proledge services is similar to pricing for independent bookkeepers. Packages are scalable to a business’s budget and can change when needed.

Standard services range from helping a company set up Quickbooks to maintain their own bookkeeping to handling tedious daily tasks like bank account balancing and credit card reconciliations.

A great feature of Proledge is that they are fully insured, even against errors and omissions in recordkeeping for your business.

Learn more about Proledge.

4. Ron Allen, CPA PC

Ron Allen is a former IRS agent and a certified public accountant offering detailed professional bookkeeping services in Dallas. Accounting services include management of your company’s general ledger and financial reporting, as well as regular bookkeeping and corporate tax preparation.

Ensuring proper business setup is crucial. If you need assistance choosing the correct entity designation, Ron Allen’s firm can help you make decisions that benefit you most. You can also request restructuring advisement to improve an existing business.

In addition to bookkeeping and accounting, Ron Allen, CPA PC, also offers professional representation for tax audits. A tax audit can be very stressful and confusing, especially if you have never been through the ordeal. With his experience working for the IRS, Ron and his staff can help answer any questions you may have as your audit progresses.

All representatives at Ron Allen, CPA, are professional accountants and tax preparation specialists who work full-time with the firm. Pricing is available via consultation, though the company’s website includes several free resources, including tax tips, a list of handy financial tools, and a collection of helpful financial guides.

Learn more about Ron Allen, CPA PC.

5. Williams & J Bookkeeping

As one of the most accommodating small business bookkeeping services in Dallas, Williams & J Bookkeeping prides itself on accommodating client schedules by offering remote and off-hour assistance. Target audiences include commercial and transportation drivers, independent contractors, and self-employed individuals. In addition to business bookkeeping and tax processing, this firm also prepares and files taxes for individuals and families of all configurations.

Bookkeeping for a company with up to 100 monthly transactions starts at $150.00 per month and goes up to $1000.00 for 600 or more transactions. The firm also offers 25% discounts for new clients, 50% discounts on tax processing for students or new workers filing their first returns, and price reductions for clients who sign up for multiple services. In addition, clients who sign up for monthly services receive financial and budgeting consultations free of charge.

Williams & J Bookkeeping also provides tax processing services starting at $275 for W-2 filers. After a free initial consultation, IRS audit consultations and reviews range from $50.00 to $350.00.

Learn more about Williams & J Bookkeeping.

6. Shariff CPA

Shariff CPA helps small businesses maintain accurate accounting while strategizing important company goals. Whether your mission is to minimize your tax liability or maximize your financial future, Shariff’s experts can assist.

The list of accounting services Shariff CPA provides includes complete accounting and bookkeeping, cash flow management, and preparation of financial statements. Shariff CPA’s representatives can also help you set up QuickBooks or connect you with outsourced accounting and bookkeeping services to minimize expenses.

If payroll processing is among your business needs, then Shariff CPA can provide a service bundle that packages paycheck processing with a proprietary time and labor tracking system that keeps both aspects in check. Beyond the basic paper or electronic paycheck issuance, these combined services offer a host of helpful features, including:

• Dollar allocation by department, job, or project
• Garnishment processing
• A self-service payroll application for employees and managers
• Management and monitoring of paid time off

By offering a combination of bookkeeping and tax services in Dallas, Shariff CPA covers all angles covered. Tax planning and preparation through the firm will minimize your liability and file your returns accurately and timely. These services are available for individuals, LLCs, S-Corps, and franchisees and cover federal and state filings.

Should a tax audit occur for your business, Shariff CPA can provide advisement and assist with delinquent and back tax returns, liens and levies, and even compromises that lessen your post-audit financial burden.

Learn more about Shariff CPA.

7. Deirdre Taylor, CPA

Located 20 minutes outside of Dallas in nearby Addison, Deirdre Taylor, CPA, supports companies of all sizes with timely, efficient bookkeeping and accounting processing. Record review can occur monthly, quarterly, or annually, depending on the client’s needs, with financial statements created to support all activity. This firm also operates remote offices with virtual bookkeeping services in Dallas.

Deirdre Taylor processes tax returns for entities of all business designations, including S-Corps, C-Corps, Sole Proprietorships, Partnerships, and LLCs. This firm also offers tax planning services that can help companies minimize their tax burdens ahead of time and coordinate goals to manage liability on an ongoing basis.

Companies that need regular financial and business counseling will find Deirdre Taylor’s advisory services helpful. These services help your company identify crucial objectives and provide guidance as the operation grows. The aim is to increase a company’s value over time and help maximize profitability.

A consultation will determine pricing for bookkeeping and tax services.

Learn more about Deirdre Taylor CPA.

8. Bryan Sweeney, CPA

Concerning small business accounting, Bryan Sweeny, CPA, takes the daily work out of your hands. From the tedious tasks of bank reconciliations and ledger balancing to the more crucial balance sheet and income statement processing, this firm provides services to handle it so you can keep your business running smoothly.

Bank reconciliations at Bryan Sweeney include tracking missing payments, keeping an eye out for embezzlement and other fund loss, and helping you manage your cash more effectively. These aspects of bookkeeping are critical for maintaining your books that can weigh your business down and become a source of loss that is difficult to clean up once identified. Payroll and QuickBooks services are also on the list.

Reporting from this firm includes your balance sheet, which gives you an at-a-glance reading of your company’s financial state and lets you make decisions that will help strengthen your cash flow. You can also receive income statements that provide itemized lists of your profits and losses to assist in figuring out how your business is performing. These statements are critical for ensuring your expenses are in check, and your revenue is where you want it to be. Income statements also help you identify your tax liability, which keeps you ahead of the game come tax time.

Aside from bookkeeping services, Bryan Sweeney, CPA, offers services that can guide the growth of your business. Cash flow management, business, and bank loan planning, and even succession arrangements for family-run companies are all services the firm provides to ensure your operation grows intentionally.

Learn more about Bryan Sweeney, CPA.

9. Perfect Balance Bookkeeping

Located in nearby Carrollton, Texas, Perfect Balance Bookkeeping understands how necessary it is for a company to keep up with accounting. Falling behind with your books makes it difficult to know where a business stands financially, which can compromise the health and growth of the organization. By offering services that help small businesses maintain timely bookkeeping, Perfect Balance Bookkeeping covers a vital aspect of the success of their clientele.

The bookkeepers at Perfect Balance have QuickBooks ProAdvisor certification and can help transition your business to QuickBooks for easier, more accurate processing. Because there is sure to be a learning curve, you can receive training and guidance when making the switch, in addition to ongoing advisement and QuickBooks training for your employees.

In addition to bookkeeping and QuickBooks services, Perfect Balance also provides tax solutions to aid the complicated process of preparing and filing your returns. These services take the guesswork out of tax prep, helping you avoid mistakes and netting you the best return possible. Options include personal and business taxes and sales, use, corporate, and partnership taxes. Perfect Balance can also determine if your company needs to pay estimated quarterly taxes.

Learn more about Perfect Balance Books.

10. Gurian CPA Firm

Gurian CPA Firm provides accounting services for businesses of various sizes and industries,  like construction or healthcare. With a list of accounting services that includes bookkeeping, account reconciliation, and payroll, this firm can assist almost any company keep its books in balance and the bottom line in sight.

Beyond offering timely and accurate reporting, Gurian goes the extra mile to provide guidance that can help a company thrive. Their accountants create a collection of services that suit the client’s needs. A simple package might consist of bookkeeping and reporting, as well as bank accounts reconciliation and payroll processing. A more complex package could include those services, plus cash flow and forecasting, tax planning and preparation, and even support to help your business become more effective overall.

One of the more unique offerings on Gurian’s list is advice on stock options and how this compensation can impact your tax liability. While this may not be a need for most small businesses, it does demonstrate the extent of this firm’s overall knowledge of financial matters. This comprehensive experience makes Gurian CPA Firm stand out among Dallas bookkeeping companies.

Learn more about Gurian CPA Firm.

11. R & R Tax and Bookkeeping

Jerome Rogers founded R&R Tax and Bookkeeping in 1998. The organization specializes in tax preparation, business creation, bookkeeping, and payroll services in Dallas. The company also offers notary services to help with document processing, saving you time and travel.

R&R Bookkeeping lets you choose the services that suit you best. Their bookkeepers get routinely screened to ensure their abilities are up to par. Service packages come in Bronze, Silver, Gold, and Platinum levels, each geared toward your company’s specific needs. For example, the Bronze package is ideal for companies that process fewer than 50 transactions per month. This tier offers journal entries, financial statements, year-end reporting, and 30 minutes per month with a bookkeeper or tax advisor to answer questions and provide guidance. Each higher-level package includes extra reports and services for companies with more monthly transactions and significant business needs. If you are unsure of what level might suit your company, then the team will help customize a plan at a price that suits your budget.

Payroll services include employee payments, which can be processed as paper checks or direct deposits. Payroll reporting will help you keep track of your deposits and postings, while tax form maintenance and quarterly and year-end processing make filing your taxes simple and efficient.

If you are looking at processing taxes for others as a business or simply for personal knowledge, then R&R University offers courses that will teach you how to prepare individual and sole-proprietorship taxes. The class includes a 20-chapter book with information and exercises focused on Form 1040 processes and procedures.

For anyone hoping to start a business, the Business Creation package will help you structure your organization for the most appropriate tax strategy possible. Representatives from R&R will also guide you through the setup process and help file your paperwork for a successful launch.

Learn more about R & R Tax and Bookkeeping.

12. Waters Hardy and Co. P.C.

Waters Hardy and Co. P.C., founded in 1981 by Richard Waters, specializing in serving small and medium-sized businesses and high net worth individuals. For individuals and families, their expertise includes tax preparation, tax planning and compliance, trust and estate tax compliance, retirement planning, and estate planning. For their business services, they offer accounting and bookkeeping services, controllership, entity selection, financial statement preparation, and new business consulting.

The firm has a niche in guiding companies through mergers and acquisitions and managing trusts and estates. Additionally, they provide review and compilation services, payroll services, QuickBooks training, financial benchmarking, international business consulting, tax planning and compliance, tax preparation, and software selection and implementation.

Waters Hardy and Co. P.C. makes three promises to clients: quality, transparency, and open communication, ensuring that each client receives attentive and personalized service. They also offer free consultations, providing potential clients with an opportunity to understand the firm’s value before pulling the trigger on engaging with them.

Learn more at Waters Hardy and Co. P.C.

13. J Chester & Associates

Jon Chester started J Chester & Associates in 1985. The firm caters to both businesses and individuals, providing business tax, accounting, and payroll services, along with personal tax preparation. They also specialize in tax filing for rental investors and freelancers. The firm’s pricing is straightforward, with personal tax preparation starting at $225, freelancer tax filing begins at $849, and rental investor tax filing starts at $799.

Payroll services for small businesses at $88 per month, and more extensive services for larger businesses starting at $125 per month. For business accounting needs, they offer an essentials package starting at $400 per month and a premium package from $600 per month. As a Certified Pro Advisor for QuickBooks and a member of the AICPA EBPQAC, the firm is well-equipped to handle various accounting needs with the latest technology.

Jon Chester’s expertise has been recognized with the “DFW FIVE STAR Wealth Manager Award” by Texas Monthly in 2009, 2010, and 2011. The team at J Chester & Associates prides themselves on being highly qualified, client-focused accountants who use technology to simplify and streamline the tax filing process.

Learn more at J Chester & Associates

14. Patten and Company

Patten and Company is an established firm that has been in operation since 1969. Led by Mark Patten, the firm’s service offerings include accounting, auditing, business valuation, assistance with mergers and acquisitions, succession and shareholder planning, and specialized tax planning for individuals, businesses, trusts, and estates.

They have a diverse client base, serving industries such as oil and gas, entrepreneurial businesses, high net worth individuals, agriculture and farming, real estate, and private equity and investment partnerships.

The cornerstone of Patten & Company’s approach is their commitment to exceptional service, guided by high ethical standards. Having supported clients in the Dallas-metro area across three generations, their primary goal is to build and maintain trust, ensuring long-term and effective outcomes for their clients.

Learn more at Patten and Company

15. Hall Accounting Company

In 2013, Jeremy Hall founded Hall Accounting Company, a firm that has since distinguished itself in the financial management sector. Their services, designed for both individual and business clients, encompass a variety of needs from tax preparation and wealth management for individuals to financial advising, accounting, and fractional CFO services for businesses.

The firm stands out for its client-focused process. Beginning with an initial meeting to grasp each client’s unique financial situation, they then move on to recommending strategies and setting goals. Once their services are accepted, Hall Accounting Company efficiently manages everything from there, simplifying the financial journey for their clients.

One of the key aspects of Hall Accounting Company is their adoption of cutting-edge technology. They utilize platforms such as Xero, Intuit QuickBooks, Shopify, Expensify, Bill.com, and Gusto, integrating these tools to provide seamless, accurate, and accessible financial services. For companies looking for a technology-forward firm, Hall Accounting could be a great choice.

Learn more at Hall Accounting Company

16. My Count Solutions

My Count Solutions was launched in 2016 by Tareq Salah. Their mission is to simplify finances and make them more straightforward to their clients. Their offerings are bookkeeping, tax preparation, audit representation, and payroll, all designed with simplicity and efficiency in mind.

What sets My Count Solutions apart is their pricing strategy, which caters to different business sizes. Their plans are structured based on the number of accounts managed, with options like $300 per month for two accounts, up to $450 for five accounts, and savings available for pre-paid annual services.

The team at My Count Solutions prides itself on offering professional financial expertise that is always within reach. They operate on a fully remote basis, providing clients with round-the-clock access to real-time financial reporting. This approach has served over 250 businesses and successfully completed more than 3000 tax returns.

Learn more at My Count Solutions

17. Fox, Byrd & Company, P.C.

In Dallas, Fox, Byrd & Company, steered by Mike Moran, is an established firm in business for 60 years. They cater to a diverse group that includes businesses, governments, non-profits, and individual clients. Their expertise spans across accounting, assurance, tax, audit, and consulting. Their process begins by understanding each client’s specific goals, followed by designing a customized service plan and delivering focused, professional attention.

Fox, Byrd & Company also excels as Certified QuickBooks and QuickBooks Enterprise ProAdvisors. Their website provides current and comprehensive information in their resource library, which includes articles on critical financial topics such as business expense substantiation, cash flow management in fluctuating economies, and the tax status of college scholarships.

Learn more at Fox, Byrd & Company, P.C.

18. Romero CPA Firm

Jesse Romero has a solid background of over fifteen years in accounting and finance, and leads a firm known for its adept handling of various financial services. Romero CPA does accounting and bookkeeping, tax planning, income tax preparation, IRS negotiations, advising, and payroll services.

Romero CPA firm serves automotive, construction, medical practices, real estate, and transportation industries. One of the key aspects of their service is the use of financial calculators for taxes, retirement, loans, and saving & spending.

The firm is committed to partnering with clients to achieve their goals through careful tax planning, streamlining accounting processes, and providing reliable financial reporting. They provide articles and resources on business best practices, business tax, real estate, and investments to increase the scope of guidance they’re able to provide in various financial aspects.

Learn more at Romero CPA Firm

19. Burds Reed & Mercer

Since its establishment in 1991 by Robert F. Burds, Burds Reed & Mercer (BRM) has been offering comprehensive financial services to both businesses and individuals. They provide tax services, accounting, audits, reviews, compilations, bookkeeping, payroll services, QuickBooks accounting help, business valuation, and debt and finance advising along with assistance in mergers, acquisitions, and sales.

For individual clients, BRM does estate and trust planning and tax preparation, as well as financial and retirement planning. They make financial tools available to clients aimed at budgeting, college planning, debt management, home and mortgage analysis, and income calculations. These tools cover a broad spectrum including insurance, investment, payroll and benefits, qualified plans, retirement, savings, and business planning.

At the core of BRM’s approach is a commitment to client advocacy. With their wide range of personal and business expertise in both accounting, advising and tax, the firm would be a great pick for a client who wants all of their tax and accounting needs consolidated under one firm.

Learn more at Burds Reed & Mercer

20. Preston & Dake, P.C.

Jacob Preston’s Preston & Dake, P.C., established in 2010, caters construction, healthcare, dental and orthodontic practices, as well as retail, wholesale, restaurants, bars, and non-profit organizations.

Their service offerings encompass everything from small business accounting to QuickBooks services, payroll management, and CFO on-demand services. Additionally, they provide audits, reviews, compilations, business valuation, and strategic business planning. For those starting new ventures, they offer valuable guidance in new business formation.

Preston & Dake, P.C. also specializes in a comprehensive array of tax services, including tax preparation, planning, and resolving various tax problems. The firm’s commitment to its clients is based on the principles of professionalism, responsiveness, and quality. For clients in need of an established firm with a wide suite of services, Preston & Dake could be a great fit.

Learn more at Preston & Dake, P.C.

21. Cohesion

John Mark Prewitt’s Cohesion, founded in 2016, is looking to redefine the scope of financial services by offering more than just traditional accounting – their aim is to be a trusted advisor to each client. They specialize in tax services, fractional CFO & outsourced accounting, and wealth management. The ethos of Cohesion is to provide a service that combines the depth and professionalism of a large firm with the personalized attention typical of a family office.

Cohesion has dedicated their efforts to a culture of collaboration and continuous learning, ensuring that their team is not only professionally adept but also focused on personal well-being. Cohesion’s mission is to light the financial path for their clients with unparalleled, personalized attention. They cater to a diverse clientele, from business owners needing multi-entity tax structuring and outsourced accounting teams to high net-worth individuals seeking effective estate planning.

Learn more at Cohesion

Conclusion

Many bookkeepers offer accounting and tax services in and around Dallas. You can find options for companies of all sizes, from self-employed workers to larger LLC operations. Many of these firms offer more than just account reconciliations and financial reporting and also provide advisement and counseling that can help your business succeed in the short and long term.

Next, check out this list of bookkeepers in Las Vegas, these bookkeeping services in LA and these San Diego bookkeepers.

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Author: Julia Kelly

Co-founder at Rigits

I write about how small business owners can better understand and utilize their financials for growth.

Julia Kelly