Bookkeeping Services in Colleyville, TX
Colleyville is home to a strong concentration of owner-operated businesses, from retail shops along Colleyville Boulevard to professional service providers, medical practices, and home-based entrepreneurs throughout the city’s well-established neighborhoods. With a median household income around $95,000 and steady growth across the Dallas-Fort Worth region, Colleyville business owners are earning well, but many are still tracking income and expenses with spreadsheets, shoeboxes, or a QuickBooks file that hasn’t been reconciled in months.
Our Services
Our Bookkeeping Services for Colleyville Clients
When you work with AG Freideman for monthly bookkeeping, here is exactly what you receive:
- Monthly bank and credit card reconciliation: we match every transaction to your accounts so nothing slips through the cracks
- Categorized income and expense tracking: each transaction is coded to the correct account, giving you accurate profit and loss visibility
- Monthly financial statements: profit and loss report, balance sheet, and cash flow summary delivered on a consistent schedule
- QuickBooks setup and management: we set up, maintain, and clean up QuickBooks Online or Desktop files so your chart of accounts reflects your actual business
- Payroll processing integration: bookkeeping and payroll work together under one roof, so payroll liabilities, tax deposits, and wage entries stay in sync
- Tax-ready books at year end: because we handle both bookkeeping and tax preparation, your books flow directly into your return with no scramble in March
Why Colleyville Businesses and Residents Choose AG Freideman
Personal attention from a licensed CPA: Al Freideman handles every client relationship himself. Colleyville business owners who are tired of being passed between junior staff at larger practices get one-on-one service from a CPA with over 30 years of real-world experience across multiple industries.
Virtual service that works for Colleyville schedules: our office is on Preston Road in North Dallas, but we serve Colleyville clients entirely through secure virtual appointments. You don’t need to drive across the Metroplex for a bookkeeping meeting. We connect through screen sharing, secure document upload, and phone calls on your schedule.
Transparent, flat-rate pricing: our monthly bookkeeping packages run $300 to $600 per month depending on transaction volume and complexity. That price includes bank reconciliation and payroll processing. No surprise invoices, no hidden hourly charges.
52 five-star Google reviews: every single review our clients have left is five stars. Colleyville business owners can read what other DFW small business owners say about working with us before they ever pick up the phone. That track record exists because we don’t cut corners on accuracy or communication.
Bookkeeping Services Questions from Colleyville Clients
How much does bookkeeping cost in Colleyville?
Our monthly bookkeeping packages range from $300 to $600 per month. The exact price depends on your transaction volume, number of bank and credit card accounts, and whether payroll processing is included. We quote a flat monthly rate upfront so you know exactly what you’ll pay. There are no hourly surprises.
Do you work with QuickBooks?
Yes. We set up, manage, and maintain QuickBooks Online and QuickBooks Desktop for Colleyville clients. If you already have a QuickBooks file, we review your chart of accounts and clean up any miscategorized transactions. If you’re starting fresh, we build it correctly from day one so your reports are accurate and tax-ready.
Can you clean up months of backlogged books?
Absolutely. Many Colleyville business owners come to us with several months (sometimes a full year or more) of unreconciled transactions. We catch up your books methodically: reconciling bank statements, categorizing expenses, and producing accurate financial statements for the entire backlogged period. Once caught up, we transition you into a monthly bookkeeping engagement so you never fall behind again.
Do I need a local bookkeeper in Colleyville, or can we work virtually?
You do not need someone physically located in Colleyville. Bookkeeping is entirely digital. We connect to your QuickBooks file remotely, access bank feeds electronically, and meet with you through video or phone. Our Colleyville clients get the same personal attention as clients who visit our Preston Road office, without the commute across DFW.
Does Texas require specific bookkeeping for the franchise tax?
Texas has no state income tax, but most LLCs, corporations, and partnerships must file an annual Texas Franchise Tax report (due May 15 each year) with the Comptroller. Accurate bookkeeping is essential for calculating your franchise tax margin correctly and avoiding penalties. We handle franchise tax filing as a natural extension of our bookkeeping service, so everything stays connected.
What if I also need tax preparation or payroll?
We offer payroll services, tax preparation, LLC formation, registered agent services, and IRS representation all under one roof. Colleyville business owners who bundle bookkeeping with tax preparation benefit from books that are already organized and reconciled when filing season arrives. Registered agent service ($149 per year) is included free with any active bookkeeping engagement.
Get Started from Anywhere in Colleyville
Getting started is simple. Call us at (972) 893-3481 or visit agfreideman.com/meeting/ to book a free consultation. During that first conversation, Al will review your current bookkeeping situation, discuss what you need, and provide a clear monthly price with no obligation. Whether you’re in Colleyville near Heritage Avenue or anywhere else in the DFW area, we work with you virtually so your location is never a barrier to getting clean, accurate books every month.
Visit Our Office
Address: 17304 Preston Rd Ste 861, Dallas, TX 75252
Phone: (972) 893-3481
We also offer virtual appointments for clients throughout the DFW metroplex who prefer to meet remotely.
Book a Meeting"I had worked with the same accountant for more than 10 years, so finding a new one was a significant decision. While my previous accountant did a great job, they were located out of state, and I wanted someone local…"
Ready to Get Started?
Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.