Bookkeeping for Dallas-Fort Worth Small Businesses
Clean books. Job costing. Cash flow visibility. We handle your bookkeeping so you can focus on running your business.
Bookkeeping for Dallas-Fort Worth's Business Landscape
The DFW Metroplex area has 7.5 million people and a diverse business economy. $1.8M for established small businesses, but many owners don't have clean financials to prove it.
We work with Dallas-Fort Worth small businesses—especially contractors, service companies, and professional services—who need bookkeeping that goes beyond data entry to actually help them make better decisions.
Industry Mix in Dallas-Fort Worth
Construction & trades (35%)
Professional services (25%)
Retail & hospitality (20%)
Healthcare services (10%)
Other services (10%)
Common Accounting Challenges
Job costing for multi-project contractors
Managing subcontractor payments and 1099s
Seasonal cash flow (construction peaks March-November)
Sales tax compliance across multiple DFW cities
Tracking profitability across service lines
What You Get
Full-service bookkeeping designed for Dallas-Fort Worth small businesses. We don't just categorize transactions—we give you financial clarity.
Monthly Bookkeeping
We handle all transaction categorization, bank reconciliation, credit card reconciliation, and account cleanup. You get accurate financials every month, on time, consistently.
Job Costing
For contractors and project-based businesses: track costs by job, compare actual to estimate, know profitability before the job is done. Essential for Dallas-Fort Worth construction and trades.
Cash Flow Forecasting
See 60-90 days ahead. Know when cash will be tight, when big payments are due, when to chase collections. Eliminate payroll panic and cash surprises.
Financial Statements
Monthly P&L, balance sheet, and cash flow statement—delivered by the 15th of each month. Clean, accurate, and in plain language you can actually understand.
AR/AP Management
Track who owes you, who you owe, and when payments are due. We manage your accounts receivable aging and help you collect faster, reducing cash flow stress.
Sales Tax Filing
We calculate, prepare, and file your Texas sales tax returns. Especially important in Dallas-Fort Worth where different cities have different rates and rules.
Payroll Coordination
We sync with your payroll provider (Gusto, ADP, Paychex) to ensure payroll expenses are properly categorized and reflected in your financials. No more reconciliation headaches.
CPA Coordination
We work with your Dallas-Fort Worth CPA to make tax season smooth. We provide clean financials, depreciation schedules, and all the details they need for tax prep.
Monthly Financial Review
We don't just send you reports and disappear. We review your financials with you monthly, answer questions, explain trends, and help you make data-driven decisions.
Who This Is For
Small businesses in Dallas-Fort Worth doing $500K to $10M in revenue.
If you're currently handling bookkeeping yourself, using a part-time bookkeeper who's always behind, or paying a firm that sends reports you don't understand—we're built for you.
Most of our Dallas-Fort Worth clients are contractors, HVAC companies, plumbers, electricians, professional services, and growing service businesses that need more than data entry—they need financial clarity.
How It Works
Simple, predictable process. No surprises.
Discovery Call
Free 30-minute consultation to understand your business, current bookkeeping situation, and specific needs. We'll assess whether we're a good fit and what services make sense.
Onboarding & Setup
Connect accounting software, link bank accounts, review chart of accounts, and establish your monthly close calendar. We document your processes and set expectations for deliverables.
Cleanup (if needed)
If your books need cleanup, we reconcile accounts, categorize transactions, fix errors, and establish a clean starting point. This typically takes 30-60 days depending on how far behind you are.
Monthly Bookkeeping
We handle all transactions, reconciliations, AR/AP management, and financial statement preparation. You get monthly financials by the 15th of the following month, every month, consistently.
Monthly Review
We review your P&L, balance sheet, and cash flow with you monthly. Discuss trends, answer questions, flag issues early. This is where bookkeeping becomes business intelligence.
Pricing for Dallas-Fort Worth Businesses
Transparent pricing based on complexity, not games or hidden fees.
Basic Bookkeeping
$1,500/month
For service businesses with straightforward transactions:
- Monthly transaction categorization
- Bank & credit card reconciliation
- Financial statements (P&L, Balance Sheet)
- AR/AP tracking
- Monthly financial review call
Bookkeeping + Job Costing
$2,500/month
For contractors and project-based businesses:
- Everything in Basic, plus:
- Job costing by project
- Budget vs actual tracking
- Progress billing support
- Cash flow forecasting
- Profitability analysis by job type
Cleanup pricing: $1,000-3,000 one-time depending on how far behind. We'll assess during discovery call.
Sales tax filing: $150/month additional (if needed)
Month-to-month. No long-term contracts. See detailed pricing →
Tax Considerations for Dallas-Fort Worth Businesses
We don't prepare taxes, but we make tax season easier by keeping clean books and coordinating with your CPA.
Texas franchise tax reporting (due May 15)
No state income tax simplifies individual returns
Multiple city sales tax rates across DFW
Property tax considerations for business assets
Contractor-specific deductions for vehicles and equipment
We Partner With Dallas-Fort Worth CPAs
There are 1,200+ CPA firms in DFW. We work with your existing CPA or can recommend one who specializes in your industry. Our job is clean monthly financials. Their job is tax strategy and filing. Together, you get full financial support without paying for overlapping services.
Cash Flow Challenges in Dallas-Fort Worth
Every market has unique cash flow patterns. Here's what Dallas-Fort Worth business owners face:
Long payment cycles on commercial contracts (net-60 to net-90)
Material costs paid upfront, payment received 30-60 days later
Seasonal revenue fluctuations requiring cash reserves
Growth eating cash (funding new jobs before collecting on old ones)
How We Help
We build cash flow forecasts that show you 60-90 days ahead. You'll know when cash will be tight, when to chase collections, when you can make that equipment purchase. This eliminates the "where did the money go?" panic that most Dallas-Fort Worth business owners feel at month-end.
"We were using QuickBooks but had no idea what the numbers meant. The KPS Group set up job costing that actually makes sense. Now we know which jobs make money before we even finish them."
Marcus
Richardson HVAC company
Identified $47K in unbilled work, improved margins 8 points
Common Questions from Dallas-Fort Worth Business Owners
What bookkeeping services do you provide in Dallas-Fort Worth?
We provide full-service bookkeeping for Dallas-Fort Worth small businesses: monthly transaction categorization, bank reconciliation, accounts receivable/payable management, job costing, financial statement preparation, sales tax filing, and cash flow forecasting. Everything you need to know where you stand financially.
How much does bookkeeping cost in Dallas-Fort Worth?
Bookkeeping for Dallas-Fort Worth small businesses typically costs $1,200-2,500/month for small businesses. Our pricing starts at $1,500/month for basic bookkeeping and scales based on transaction volume, complexity (job costing, multi-entity), and services needed. Month-to-month—no long-term contracts.
Do you work with Dallas-Fort Worth contractors and trade businesses?
Yes. Most of our Dallas-Fort Worth clients are contractors, HVAC companies, plumbers, electricians, and general contractors. We specialize in job costing, progress billing, and managing the cash flow challenges specific to construction and trades.
What accounting software do you use?
We work with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks. Most Dallas-Fort Worth small businesses use QuickBooks Online, which we recommend for its flexibility and integration capabilities. We'll work with whatever you currently use or help you transition to something better.
Can you help with taxes and CPA coordination?
We handle bookkeeping, not tax preparation. But we work closely with Dallas-Fort Worth CPAs to ensure your books are ready for tax season. We provide clean financials, depreciation schedules, and transaction details your CPA needs. Many clients use us for monthly bookkeeping and their CPA for annual taxes.
How is this different from hiring an in-house bookkeeper?
Hiring a bookkeeper in Dallas-Fort Worth costs $45,000-60,000/year plus benefits, software, and training. You get one person who might quit or call in sick. With us, you get a team, proven systems, and continuity—typically for half the cost of a full-time hire.
What if my books are a mess?
Most Dallas-Fort Worth businesses come to us with messy books. We offer cleanup services: reconcile bank accounts, categorize transactions, fix errors, and get you to a clean starting point. Then we maintain them monthly. Typical cleanup takes 30-60 days depending on how far back we need to go.
How quickly can you start?
We can typically onboard Dallas-Fort Worth businesses within 7-10 days. Initial setup includes connecting to your bank accounts, reviewing your chart of accounts, understanding your business model, and establishing monthly close procedures. First clean financials usually delivered within 30 days of starting.
Serving Dallas-Fort Worth and Surrounding Areas
We work with small businesses across the DFW Metroplex, including:
Based in Caddo Mills, serving the entire DFW Metroplex area remotely and on-site as needed.
Ready for Clean Books?
Free 30-minute consultation. We'll assess your situation, explain how we work, and give you an honest answer about whether we can help.