Bookkeeping services in Lake Dallas, Texas.
Small town, big lake. Lake Dallas is not a boomtown, and the businesses here are not startups. They are owner-operated shops, restaurants, salons and trades, many of them running for years off Swisher Road and Main Street. What they usually need is not a system from scratch. It is somebody to finally take the books off their plate.
We reply within one business day. No pitch, no pressure.Straightforward pricing
Exact prices, on the page.
Priced by two things only: how many accounts we reconcile each month, and how many transactions run through them.
Essentials
For solo operators keeping it lean
- Up to 2 bank or credit card accounts
- Up to 100 transactions a month
- Every account reconciled monthly
- P&L and balance sheet by the 15th
Standard
For established businesses with real volume
- Up to 4 bank or credit card accounts
- Up to 250 transactions a month
- Everything in Essentials
Growing
For businesses with crews, subs, and volume
- Starts at 6 bank or credit card accounts, 500 transactions; bigger books quoted flat, in writing
- Everything in Standard
- Subcontractor W-9 & 1099 tracking
- Monthly Owner's Briefing: a 30-minute call on your numbers, what changed, and what to watch
Add-ons, available on any plan
Different from the boomtowns
You have been doing this a while.
Up the road in Celina and Prosper, half the businesses are younger than the streets they sit on. Lake Dallas is not that. Here, the business has usually been open for years, the owner knows every customer, and the books have been done the same way since the beginning: at the kitchen table, on a Sunday, by the person who least wants to be doing it.
That is not a broken system. It worked. But there is a point where the hours it eats stop being worth it, and most owners hit that point long before they do anything about it, because switching feels like more trouble than continuing.
It is not. We review your file, note anything that needs attention, and pick up from where you are. Most handoffs take under two weeks, and you never have to explain to anyone why you are making a change.
The Lake Cities crowd
Who this fits around here.
- Main Street businesses. Restaurants, salons, bakeries, gift shops, service counters. Steady transaction volume, one or two accounts, and an owner wearing every hat.
- Trades and contractors. The small-bay and owner-operator crowd working across the Lake Cities and over the toll bridge. Subs, equipment, and 1099s in January. More on our contractor bookkeeping page.
- Lake and outdoor services. Boat and RV service, docks, storage, seasonal work tied to the water and Willow Grove Park.
- Practices and professional services. The kind of clean, steady books our Essentials plan was priced for at $250 a month.
One thing worth flagging if your business has been around a while: Texas requires an annual Public Information Report even in years when no franchise tax is owed, and missing it long enough has consequences that reach past a late fee. We explained what it is and why owners miss it, because a business that has been running for a decade is exactly the kind that assumes it is already handled.
Lake Dallas questions
Fair questions from people who have managed fine so far.
I have done my own books for years. Is it worth paying someone now?
Run the math on your own time. If the books take you six hours a month and you would rather spend those hours on the business or not working at all, $250 is a straightforward trade. If you genuinely do not mind doing them, keep doing them. We are not going to talk you into something you do not need.
My books are a mess and I am embarrassed about it.
Nobody here is judging, and honestly, you are describing most of the businesses that call us. Cleanup is a defined flat-price project, quoted in writing before anything starts. Once you are current, staying current is the easy part.
Do I have to be on QuickBooks Online?
Yes, that is the only tool we work in, on purpose. If you are on spreadsheets or QuickBooks Desktop, we will tell you honestly whether moving makes sense and what it involves. No pressure either way.
Take the books off your plate.
Email or call. We reply within one business day, no pitch, no pressure. If we're a fit, your books can be current in about two weeks.
Nearby: we also handle bookkeeping in Little Elm, bookkeeping in Aubrey, and bookkeeping in Celina.