Bookkeeping services for home-service businesses
Monthly bookkeeping, cleanup support, and QuickBooks organization designed to help you stay current, organized, and more confident in your numbers.
Serving Dallas, Fort Worth, and surrounding areas.
Monthly Bookkeeping
Ongoing bookkeeping support to keep your books current and organized
Monthly bookkeeping is designed for businesses that need consistent support keeping their books up to date, their accounts organized, and their monthly reporting easier to rely on.
Best for
Businesses that are operating regularly, generating steady activity, and want dependable monthly bookkeeping without trying to manage everything on their own.
What's included
- Transaction categorization
- Bank reconciliations
- Credit card reconciliations
- Month-end review
- Monthly financial reports
- CPA-ready books
What this helps with
- Staying current month to month
- Reducing bookkeeping stress
- Improving visibility into cash flow and expenses
- Keeping records cleaner for tax season
- Making reports easier to understand and use
Cleanup / Catch-Up Bookkeeping
Get overdue or messy books back on track
Cleanup and catch-up bookkeeping is for businesses that have fallen behind, have inaccurate records, or need help sorting through past bookkeeping before ongoing monthly support can begin.
Best for
Businesses that are behind on bookkeeping, unsure whether the books are accurate, or trying to clean up past months before moving forward.
What this may include
- Catch-up bookkeeping for prior months
- Cleanup of uncategorized transactions
- Reconciliation of bank and credit card accounts
- Correction of bookkeeping errors
- Review of account structure
- Year-end organization for your CPA or tax preparer
What this helps with
- Getting the books current again
- Reducing confusion around past records
- Creating a cleaner foundation going forward
- Making year-end reporting easier
- Bringing order to a situation that feels overwhelming
QuickBooks Setup & Organization
A cleaner bookkeeping system that is easier to manage
QuickBooks setup and organization is designed for businesses that need help creating a better bookkeeping structure, improving a messy file, or setting up a system that supports clearer reporting.
Best for
Businesses that are starting fresh, switching to a better setup, or working inside QuickBooks but not fully trusting how it is organized.
What this may include
- QuickBooks setup
- Chart of accounts organization
- Review of connected accounts
- Reporting structure setup
- Workflow organization
- General QuickBooks cleanup and improvement
What this helps with
- Creating a more reliable bookkeeping foundation
- Improving the quality of financial reports
- Making monthly bookkeeping easier to maintain
- Reducing confusion around how information is organized
- Building a better system for growth
Which service is right for you?
Not sure where to start?
Monthly Bookkeeping
Best if your books are mostly in order and you need ongoing support to keep everything current and organized.
Cleanup / Catch-Up Bookkeeping
Best if your books are behind, inconsistent, or need correction before monthly bookkeeping can begin.
QuickBooks Setup & Organization
Best if your bookkeeping system feels messy, unclear, or not structured in a way that supports good reporting.
Simple, clear pricing
Monthly bookkeeping starts at $399 per month.
Final pricing depends on the size and complexity of your bookkeeping needs, including transaction volume, number of accounts, current condition of the books, and whether cleanup work is needed first.
If your books are behind or your setup needs work, we will review the situation and explain the clearest next step.
Ready to get your books in better shape?
Let's talk about where things stand today and what type of bookkeeping support makes the most sense for your business.