Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
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Accounts receivable and invoicing
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Accounts payable and vendor management
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Sales tax tracking and remittance
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Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in Plano?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout Plano and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with Texas tax requirements and local business filings?
A:
Absolutely. We help Plano business owners stay compliant with Texas tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
Business Activity Across Plano, TX
A company with project work, recurring services, or appointment based revenue may need different reporting detail.
• Corporate and regional office services
• Technology companies
• Financial and business services
The more closely the records match operations, the more useful the reports become. This matters when sales increase but margins feel tighter.
What Shows Up in the Books for Plano Companies
For many Plano businesses, the expense review starts with staffing, contractor and specialist labor. From there, costs like technology tools and subscription costs and workspace, utilities and facility expenses should stay easy to compare from month to month.
Accurate categories help owners see whether costs are tied to growth or inefficiency. It becomes useful when tax time is getting closer.
Business Trends Around Plano
Business conditions can look positive while still adding pressure inside the books.
A trend can look positive on the surface and still create pressure in the books.
That gives owners a better way to adjust as conditions change. That gives owners more context when owners are comparing busy and slower periods.
Small Business Categories in Plano
1. Technology startups
2. Healthcare and wellness practices
3. Consulting and professional service firms
The goal is practical clarity, not extra complexity. This is especially helpful when the company is reviewing growth plans.
Common Recordkeeping Challenges in Plano
A consistent process keeps common issues from piling up across the year.
• Keeping payroll, contractors and software costs organized
• Managing staffing costs as the business grows
• Reviewing margins before small cost increases become bigger problems
• Keeping sales payments and bank activity reconciled
Well organized books make it easier to see what needs attention next. That can make a difference when receipts and bills need to support a financing request.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant