Bookkeeping · Dallas–Fort Worth
Bookkeeping Services in Dallas-Fort Worth
Reliable monthly bookkeeping to keep your DFW business organized and tax-ready. Clean books, accurate financials, and peace of mind.
The difference
How we approach the work.
Messy books don't just create tax-time headaches—they hide problems, obscure opportunities, and make it impossible to understand your business's true financial health. Yet most small business owners don't have time to maintain their own books properly.
Our bookkeeping service gives you the financial clarity of a full-time bookkeeper. We handle the day-to-day categorization, monthly reconciliation, and financial reporting so you can focus on running your business.
Because LeCPA is a CPA firm, not just a bookkeeping service, we set up your books with tax time in mind. Every account is structured for clean tax preparation, and we catch issues before they become expensive problems.
How it works
Five steps, start to finish.
Initial Setup
We review your current books (or start fresh), connect your accounts, and establish a clean chart of accounts.Ongoing Categorization
Transactions are categorized weekly, with questions flagged for your review via our secure portal.Monthly Reconciliation
Bank and credit card accounts are reconciled monthly to ensure accuracy and catch discrepancies.Financial Reporting
You receive monthly P&L and balance sheet reports with commentary on key metrics.Quarterly Review
We meet quarterly to discuss financial trends, answer questions, and plan for upcoming needs.
Who it’s for
Who this fits.
- Service Businesses: Consultants, agencies, contractors, and professional service firms with straightforward transactions.
- E-Commerce Sellers: Amazon, Shopify, and Etsy sellers needing inventory tracking and platform reconciliation.
- Real Estate Investors: Landlords with multiple properties needing property-level P&L and proper depreciation tracking.
- Restaurants & Retail: High-transaction businesses needing daily sales reconciliation and vendor management.
- Startups & Growing Companies: Businesses outgrowing DIY bookkeeping but not ready for full-time accounting staff.
- Medical & Dental Practices: Healthcare providers needing specialized practice accounting and insurance reconciliation.
Pricing
Pricing explained before work begins.
Every engagement is scoped on the discovery call, then priced in writing before anything starts. What sets the scope:
- Monthly transaction volume
- Number of bank/credit accounts
- Payroll integration needs
- Inventory tracking requirements
- Number of properties (for real estate)
Already a client? A one-hour Tax Strategy session is $275, invoiced separately after booking. Book it here.
Questions
Common questions.
What bookkeeping software do you use?
We primarily use QuickBooks Online due to its flexibility, integrations, and accessibility. We also support Xero and can work with other platforms if needed. All clients get read-only access to their books in real-time.
How often will my books be updated?
Transactions are categorized weekly. Bank reconciliation is completed monthly. You'll receive monthly financial statements and can access your live books anytime.
Can you clean up messy books from prior years?
Yes, catch-up bookkeeping is a common engagement. We'll review your historical transactions, reconcile accounts, and create clean books going forward. Catch-up work is quoted separately based on the period and complexity.
Do you handle accounts payable and receivable?
Our standard service focuses on transaction categorization and reconciliation. Full-service AP/AR (invoice generation, bill pay, collections) is available as an add-on for businesses that need it.
What happens at tax time?
Because the same firm keeps your books, tax preparation is seamless. Your books are already structured correctly, and we can prepare your business return with minimal additional work. Many clients bundle bookkeeping with tax prep for efficiency.
From a client.
This is my second year working with Krystal and her team. They are very professional and thorough with their income tax preparation. They answered our questions in a timely manner and are very knowledgeable.
Talk it through with Krystal.
Fifteen minutes on what you need and whether LeCPA fits. Krystal calls you.