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The 5 Best Bookkeeping Services in Dallas

The 6 Best Bookkeeping Services in Dallas

How We Picked:

Industry Knowledge: The best bookkeepers should keep up with the trends of your business’ industry.
Cost: Bookkeepers’ should charge reasonably and fairly.
Organizational Skills: We’re also factoring in how organized the bookkeeper is when it comes to their work.
Honesty: Since they’re handling finances, your bookkeeper should be trustworthy and honest.
Client-Centricity: Lastly, they should be client-centric and should have your best interest in mind.

1. Bookkeeping Services of Plano

Bookkeeping Services of Plano Homepage

Services: Bookkeeping services, account reconciliation, accounts payable, accounts receivable, financial reporting, billing and invoicing, tax services, payroll services

Address: 3423 E Trinity Mls Rd St. 500, Dallas, TX 75287

Website: https://www.bookkeepingplano.com/

Contact Number: +1 214-728-7426

Operating Hours: Monday to Thursday – 10AM to 5PM

Facebook reviews score5/5
Google Reviews score5/5
Total reviews5/5
Score Consistency5/5
Industry Knowledge5/5
Cost4.75/5
Organizational Skills5/5
Honesty5/5
Client-Centricity5/5

Pros

  • Expert in different fields
  • Organized bookkeepers
  • Trustworthy and reliable
  • Values the clients

Cons

  • A bit pricey

Everything that relates to finance is often a touchy subject, which in turn makes it difficult to find trustworthy bookkeepers. But if you’re still unsure which services to trust, then we recommend giving Bookkeeping Services of Plano a shot.

First and foremost, the company is 100% client-centric. Any issues, or looming ones, that might arise get communicated and solved at a moment’s notice.

Of course, having the intuition to see potential financial issues is a testament to the bookkeeper’s expertise and experience. No matter what business you’re running, chances are they’ve already dealt with similar issues. 

The experience and keen attention to detail makes the company one of the most trusted in Dallas. And if you factor in the reliability of the bookkeepers, you can be sure your finances are secured and taken care of.

Lastly, we love how organized the bookkeepers are. It helps business owners track certain expenses no matter how mundane they seem.

The only downside we noticed was the cost of the service itself. However, since you’re hiring professional and experienced bookkeepers, you should already be aware of how expensive their rates can be.

Overall, Bookkeeping Services of Plano has some of the best bookkeepers in Dallas. If you’re planning to start a business, or already have an established one, the price of admission is a bargain considering its services are highly effective.

2. ProLedge Bookkeeping Services

ProLedge Bookkeeping Services Homepage

Services: Accounts payable and receivable, bank account and credit card reconciliation, sales tax tracking, payroll integration

Address: 3102 Maple Ave #400, Dallas, TX 75201

Website: https://www.proledge.com/

Contact Number: +1 214-660-5345

Operating Hours: Monday to Friday – 9AM to 6PM, Saturday – 12PM to 6PM

Yelp reviews score4/5
Facebook reviews score5/5
Google Reviews score4.5/5
Total reviews4.5/5
Score Consistency4.5/5
Industry Knowledge5/5
Cost4.75/5
Organizational Skills5/5
Honesty5/5
Client-Centricity4.5/5

Pros

  • Flexible services
  • Inexpensive
  • Organized work
  • Trustworthy
  • Excellent services

Cons

  • Delayed reports

Hiring bookkeepers seems daunting mainly because of the price and expense when, theoretically, you could do it yourself. If the cost of hiring a bookkeeper haunts you, then you might want to call ProLedge Bookkeeping Services.

The company’s bookkeeping services are relatively cheap. However, you should still expect a steep amount, as you’re paying for the services of professionals and experienced bookkeepers.

Its services are also quite flexible, so chances are, it has whatever your business might need. For example, besides bookkeeping, the company also offers bank account and credit card reconciliation, as well as payroll integration.

You can also bank on the fact that the company nails all its services. Having numerous business partners is not an easy feat, and ProLedge managed to lend its services to different businesses across the city.

Lastly, the bookkeepers themselves are quite organized and trustworthy. They’ll thoroughly explain reports and give unprompted updates every now and then.

However, there have been issues with delayed reports. Of course, some delays are unavoidable, but the bookkeepers do a great job communicating if some reports might come in at a later date.

Considering the price of admission, availing of ProLedge’s services is 100% worth it. We could not recommend it enough, especially for newer and smaller business owners!

3. Ybmb Bookkeeping

Ybmb Bookkeeping Homepage

Services: Accounts payable and receivable, recording financial transactions, fixed assets, tax services, business consulting, general ledger maintenance, bank and credit card

Website: https://www.ybmbbookkeeping.com/

Contact Number: +1 469-334-7516

Operating Hours: Monday to Thursday – 8AM to 5PM, Friday – 8AM to 4PM, Saturday – 9AM to 4PM

Yelp reviews score5/5
Facebook reviews score5/5
Google Reviews score5/5
Total reviews5/5
Score Consistency5/5
Industry Knowledge5/5
Cost4.5/5
Organizational Skills5/5
Honesty5/5
Client-Centricity5/5

Pros

  • Gives business advice
  • Organizes your finances well
  • Trustworthy
  • Has the client’s best interest in mind

Cons

  • Expensive

Running a business is one of the most difficult and time-consuming jobs in the world. So why not ease your schedule and free yourself of avoidable stress by hiring professionals over at Your Business…Is My Business?

The quality of its services is so good that there’s an argument to be made that it’s more of a business partnership. Your finances are in great hands when you avail of its services, and the bookkeepers even go out of their way to give financial advice.

Giving occasional business and financial advice simply means the company has the client’s best interest in mind. This is a quality rarely found in most of its competitors.

We had the privilege to talk to one of its partners who mentioned how secure their business financing felt once they availed of its services. 

They noted the sense of security comes from the company tracking everything and giving timely quarterly reports.

And we can guarantee the company is as trustworthy as it gets. After all, it’s hard to find long-term partners, especially in business, if there’s even a hint of distrust between the two parties.

If we were to nitpick, the only issue we found is how expensive its services cost. However, having financial aid is an investment, and your investment is in great hands with Ybmb.

4. Tara’s Bookkeeping Service

Tara's Bookkeeping Service Homepage

Services: Accounts payable and receivable, bank account/credit card reconciliation,  sales tax tracking, income statement, balance sheet, general ledger, custom reports, daily money management, notary public, payroll services, credit repair services, tax planning, tax preparation

Address: 3333 Lee Pkwy Suite Suite 600, Dallas, TX 75219

Website: https://www.facebook.com/tarabookkeepingservice/

Contact Number: +1 469-337-0083

Operating Hours: Monday to Friday – 9AM to 5PM, Saturday – 9AM to 1PM

Facebook reviews score5/5
Google Reviews score5/5
Total reviews5/5
Score Consistency5/5
Industry Knowledge4.75/5
Cost5/5
Organizational Skills5/5
Honesty5/5
Client-Centricity4.5/5

Pros

  • Inexpensive and reasonably priced
  • Organized
  • Trustworthy

Cons

  • Delays and difficulty in contacting
  • Limited to healthcare practices

If you’re running a healthcare-related business, then we recommend checking out Tara’s Bookkeeping Service. Not only does the company know about the ebb and flow of the industry, but it’s also one of the more inexpensive services in Dallas.

Having your bookkeeper be knowledgeable about your industry is a huge advantage. Mainly because they’ll be able to track your company’s financial progress then compare it with your competitors and report important trends or differences.

Additionally, the prices are inexpensive and reasonable, especially if you compare them to bigger companies that offer a plethora of services you most likely won’t need. The best part about the prices at Tara’s is how upfront and honest she is.

And if you’re worried she’ll mishandle your finances due to her having numerous clients, then fret not as she’s one of the most organized bookkeepers you’ll find. Her organizational skills might actually stem from simultaneously handling clients.

Of course, running a business by yourself and keeping tabs on multiple accounts has its issues. One of which is the delays and innate difficulty in communication due to how busy she gets working multiple accounts.

Another glaring downside is she is only an expert in healthcare-related businesses. This alone is impressive enough, but if you’re not in the medical field, you might want to look for other options.

5. Williams and J Bookkeeping

Services: Bookkeeping services, account reconciliation, accounts payable, accounts receivable, financial reporting, billing and invoicing, tax services, payroll services

Address: Dallas, TX, United States

Website: https://www.williamsandjbookkeeping.com/

Contact Number
[email protected]

Office:(903) 420-9519  Fax:(214-387-1029)

Operating Hours: Monday to Friday – 10AM to 5PM

Facebook reviews score5/5
Google Reviews score5/5
Total reviews5/5
Score Consistency5/5
Industry Knowledge4.75/5
Cost5/5
Organizational Skills5/5
Honesty5/5
Client-Centricity4.5/5

Pros

  • Inexpensive and reasonably priced
  • Organized
  • Trustworthy

Cons

  • Busy during peak days

Our engagement with Williams and J Bookkeeping left us impressed with the comprehensive range of services they offer. From managing financial records to providing timely reports, their expertise covered all aspects of bookkeeping, ensuring our business operations ran smoothly.

The efficiency of Williams and J Bookkeeping stood out during our collaboration. Their team displayed a prompt response to inquiries and consistently met deadlines. The streamlined processes they implemented contributed to a hassle-free experience, allowing us to focus on other aspects of our business.

The quality of bookkeeping services provided by Williams and J was top-notch. Attention to detail was evident in the accuracy of our financial records, and their commitment to precision minimized errors. This meticulous approach instilled confidence in the reliability of their services.

In terms of cost, Williams and J Bookkeeping offered a cost-effective solution without compromising on quality. The transparent pricing structure allowed us to budget effectively, and the value we received in return for their services exceeded our expectations. Their commitment to affordability makes them a valuable partner for businesses of various sizes.

6. Perfect Balance Bookkeeping & Tax Services 

Perfect Balance Bookkeeping & Tax Services Homepage

Services: Bookkeeping and QuickBooks services, tax solutions

Address: 5955 Alpha Rd Suite 1060, Dallas, TX 75240

Website: https://www.perfectbalancebooks.net/

Contact Number: +1 972-713-0137

Operating Hours: Monday to Thursday – 9AM to 4PM, Friday – 9AM to 3PM

Yelp reviews score5/5
Facebook reviews score5/5
Google Reviews score5/5
Total reviews5/5
Score Consistency5/5
Industry Knowledge4.5/5
Cost4.75/5
Organizational Skills5/5
Honesty5/5
Client-Centricity5/5

Pros

  • Responsive bookkeepers
  • Patient and efficient
  • Organized work
  • Accurate
  • Inexpensive

Cons

  • Mainly focuses on tax-related issues

If you’re looking for a quick, efficient, and reliable bookkeeping service, then Perfect Balance Bookkeeping & Tax Services might be for you. 

While it may not be as tenured in the industry as the rest, this company has proven itself as one of the best in Dallas.

One of the many things its clients and customers often praise is the efficiency and patience of its bookkeepers. They frequently mention the reports are always on time because of how well the bookkeepers communicate.

Additionally, due to the use of advanced applications and technology, all the reports are digitized and neatly organized. It’s a huge advantage for business owners as they can track their finances with a simple click on their phones.

Another thing worth noting is how accurate and effective the bookkeeping services are. Having no deficits in the books puts the minds of business owners at ease and builds much-needed trust between the two parties.

Lastly, the price is relatively inexpensive compared to its competitors. Of course, the prices differ depending on the service you avail of.

It’s nitpicking at this point, but the one downside we noticed was the company tends to cater to tax-related issues as opposed to bookkeeping as a whole.

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