11 Best Bookkeeping Services in Dallas, TX

11 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

With Rigits, small businesses have a reliable online accounting team. This all-remote bookkeeping crew consists of CPAs and bookkeepers with a passion for numbers and an eye for accuracy. Founders Julia Kelly and Elizabeth Karube head up an experienced team whose services can cover any business accounting need.

Small businesses needing help with their daily accounting tasks can count on Rigits to oversee payables and receivables, help with QuickBooks clean-up, and reconcile accounts that could use special attention. You can also find financial statements and job profitability reports on their menu to help guide your business decisions.

For companies with slightly more involved needs, Rigits is on deck to manage company credit cards and take care of statement reconciliations to keep things tidy. If your business uses contractors, then Rigits can keep your 1099s up-to-date and handle year-end processing. And when it comes to taxes, Rigits’ partner CPA firm will complete your personal and company tax returns and file in a timely manner.

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.


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.

FAQ: FAQ: Bookkeeping services in Dallas

Here are answers to frequently asked questions about bookkeeping services in Dallas.

What are the best bookkeeping services in Dallas?

The best bookkeeping services in Dallas include Proledge, a firm that offers a full suite of accounting and bookkeeping services, as well as tax consultation and filing. This firm also offers project-based accounting for cleaning existing books and provides remote or onsite services in their offices. R & R Tax and Bookkeeping is another excellent firm with over 30 years of experience in accounting, finance, and tax services in the Dallas area. Their services come in packages tailored to a company’s needs, based on the size of the business and the number of monthly transactions processed.

What are some good bookkeepers for small businesses in Dallas?

Some good bookkeepers for small businesses in Dallas include Shariff CPA, a full-service accounting and tax firm that provides various functions, from coordinating payroll with time and labor reporting to full-service bookkeeping and tax preparation. Williams & J Bookkeeping is another good bookkeeper for small businesses. This accounting company specializes in helping self-employed workers and independent contractors. They offer off-business work hours and provide remote services to make it easier for business owners to receive the bookkeeping and tax help they need.

How much do bookkeepers cost in Dallas?

Costs for bookkeepers in Dallas vary depending on the business’s services and the frequency of their accounting needs. For example, Williams & J Bookkeeping offers bookkeeping packages that range in price from $150.00 for up to 100 transactions per month to $1000.00 for 600 or more transactions per month. Pricing at other firms depends on the company’s size and how many transactions occur monthly, quarterly, or annually. Because these costs vary significantly by client, many bookkeepers determine pricing during an initial consultation.