
Once we decide that the relationship is a good fit, we’ll have an initial meeting. In this initial conversation, we begin to learn about your business and how you are currently handling your bookkeeping and accounting. We also gather your materials, such as bills and reports and take note of your current accounting software systems. Jones Square has been providing bookkeeping services in Plano, TX and the greater Dallas-Fort Worth area since 1993. Since then, we’ve expanded to serving small businesses across the country.
Deep Local Expertise
- We serve the greater Dallas area, including Irving, with services like tax prep, audits, QuickBooks support, and advisory for businesses and individuals.
- We handle all aspects of bookkeeping so you can get back to focusing on what you do best – growing and managing a successful business.
- Schedule a free consultation with Taylor Made Bookkeeping for trustworthy bookkeeping in Dallas.
- Finding the right bookkeeping service in Dallas shouldn’t be difficult.
- We’ll review your current books, identify immediate improvements, and propose a plan that fits your budget and goals.
This not only ensures you’re capturing every tax deduction you’re entitled … Join over 35,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench. Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts. Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions. We are committed to supporting our clients through every stage of their financial journey, ensuring their financial needs are met with comprehensive and customized services. For your first meeting, bring relevant financial documents such as tax returns, income statements, and any other records pertinent to your financial situation.
Simple, straightforward pricing for everything your business needs.
Partner with H&M Tax Group to maximize your potential and achieve your business goals. Our firm offers a range of services, including accounting, tax planning, CFO services, business consulting, and wealth advisory services, designed to cater to all aspects of your financial needs. On average, individual tax preparation services cost $242, and prices typically range from $137- $454. However, many factors can impact how much an accountant will charge you for tax assistance. For an accurate price estimate, request quotes from several certified public accountants (CPAs) near you. We’re guessing you didn’t start a business to manage payroll services or reconcile accounts.
How to Evaluate Service Packages

Think of it as setting the stage for success rather than waiting for a problem to fix. Need guidance on incorporation and understanding your obligations? Our expert services will navigate you through the process, ensuring a smooth and compliant setup. We scored Dallas tax services on more than 25 variables across five categories, and Bookkeeping Services in Dallas analyzed the results to give you a hand-picked list of the best.
Springline Advisory Announces Partnership with HM&M Advisory, LLC, Joining Forces For Growth and Reach

You know you need help with your books, but what’s it actually going to cost? The truth is, pricing for bookkeeping services isn’t one-size-fits-all, and that’s a good thing. It means you can find a solution that fits your specific business needs and budget. The investment you make depends on factors like your company’s size, the volume of your monthly transactions, and the complexity of your finances.
Step 4: Improve Your Processes
Other services switch out your bookkeeper regularly, which can cause issues in bookkeeping consistency. Your dedicated team consists of two professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements. This stability and consistency provides greater value and better outcomes. At H&M, we take pride in offering bookkeeping services that are meticulously reviewed by our team before final submission. Our dedication to compliance with laws ensures that every statement and report is accurate and reliable.
Accounting and Bookkeeping Services at a Glance
As a CPA Dallas CARES Act firm, we’re experts at providing financial and strategic solutions to our clients, but what we do best is listen. These are aimed at maximizing the profitability of your business while you scale. Best of all, we do it at a price that saves you money compared to hiring an internal accountant or advisor. As your business expands, our bookkeeping services smoothly scale with you from basic bookkeeping service all the way through remote controllership and CFO advisory assistance. Ensuring that your employees are paid on time and accurately is critical to retaining top talent and keeping your business running smoothly.

Request a quote today, and you’ll save 20% on your bookkeeping cleanup. We support and work with most major accounting and bookkeeping software platforms, making it easy to outsource to us and keeping you in control of your financial data. Outsourcing your bookkeeping is one of the Bookkeeping vs. Accounting easiest and most cost effective decisions a company can make. You can save money using my bookkeeping services by not having to pay the high cost of a salaried employee. We have regularly scheduled touchpoints with relevant team members and continuously seek efficiencies in our processes.
- With our expert guidance and support, you can focus on running and growing your business.
- We make it easy to get the help you need so you can focus on running your business with confidence, knowing your bookkeeping is in good hands.
- Outsourcing your bookkeeping is one of the easiest and most cost effective decisions a company can make.
- The entities falling under the HM&M brand are independently owned and are not liable for the services provided by any other entity providing services under the HM&M brand.
Bookkeeping Services In Dallas
While it requires a small time investment from you upfront, the firm handles the heavy lifting. Will I lose control over my finances if I hand them over to someone else? This is a common concern, but the goal is actually the opposite. Outsourcing your bookkeeping doesn’t mean you lose control; it means you gain clarity. You are still the one making all the decisions for your company.
- Every Dallas business has unique rhythms, from uptown restaurants to neighborhood boutiques and freelance consultants.
- Of course, we are always open to collaborating with your existing CPA.
- You can count on us to be there for you every step of the way.
- We offer a wide range of accounting services designed to help business owners keep an eye on their money and give them more time to focus on what they want to do.
- Accountex is an accounting firm serving personal and business clients throughout the Dallas, Texas, metro area.
We can offer professional training services to employees or complete management of your QuickBooks account. Finding the time and resources to stay on top of payroll is often a challenge for small business owners. Our Dallas, TX CPA firm takes the guesswork out of payroll processing. Dallas is a hotbed of innovation, where businesses are constantly reshaping the market landscape. With Milestone, achieve a superior standard through precise bookkeeping aligned with strategic insights.