Bookkeeping Services in Allen, TX
Allen has earned its reputation as one of the best places to live in Texas, and the business community here reflects that energy. From retail and restaurant owners along the US-75 corridor and Watters Creek district to service providers supporting Allen ISD, Lovejoy ISD, and the growing Exchange Parkway business hub, Allen entrepreneurs need clean, accurate financial records to keep pace with one of the fastest-growing cities in the Dallas-Fort Worth area.
Our Services
Our Bookkeeping Services for Allen Clients
Every Allen business we work with receives a consistent, clearly defined set of monthly deliverables. Here is exactly what is included:
- Monthly bank and credit card reconciliation: We match every transaction to your accounts so nothing slips through the cracks, whether you operate a storefront in Watters Creek or run an online business from home in Allen.
- Categorized income and expense tracking: Each transaction is properly coded to the correct account, giving you a clear picture of where your money goes each month.
- Monthly financial statements: You receive a profit and loss statement, balance sheet, and cash flow summary so you can see your business health at a glance.
- QuickBooks setup and management: We set up, maintain, and reconcile your QuickBooks file. If you already use QuickBooks, we clean it up and keep it running smoothly going forward.
- Payroll processing integration: For Allen businesses with employees, we bundle payroll with your bookkeeping so payroll entries, tax withholdings, and filings all flow into one clean set of books.
- Tax-ready records: Because we handle both bookkeeping and tax preparation, your books are organized year-round for a smooth, stress-free tax filing season.
Why Allen Businesses and Residents Choose AG Freideman
Personal attention from a licensed CPA: Al Freideman handles every client personally. Allen business owners work directly with a CPA who has over 30 years of experience, not a rotating cast of junior staff or seasonal contractors. When you call, Al answers.
Virtual service that reaches all of Allen: Our office is on Preston Road in North Dallas, a short drive south on US-75 from Allen. But most of our Allen clients work with us entirely through virtual appointments, secure file sharing, and phone calls. You get the same quality of service whether you are near Allen Premium Outlets or out by Lovejoy ISD, without fighting traffic on 75.
Transparent pricing with no surprises: Monthly bookkeeping with bank reconciliation and payroll processing runs $300 to $600 per month, depending on transaction volume and complexity. We quote your price upfront, and that is the price you pay. No hidden fees.
52 five-star Google reviews: Every single one of our Google reviews is five stars. Allen business owners trust us because we deliver consistent, reliable work and treat every client like our only client.
Bookkeeping Services Questions from Allen Clients
How much does bookkeeping cost in Allen?
Our monthly bookkeeping packages for Allen businesses range from $300 to $600 per month. The price depends on your monthly transaction volume, the number of bank and credit card accounts, and whether you need payroll processing included. We provide a clear quote before any work begins.
Do you work with QuickBooks?
Yes. We set up new QuickBooks files for Allen businesses just getting started and take over management of existing QuickBooks accounts. If your file has errors or has not been reconciled in months, we clean it up and get it current. We also work with QuickBooks Online, which pairs well with our virtual service model.
Can you clean up months of backlogged books?
Absolutely. Many Allen business owners come to us with several months (or even a year or more) of unreconciled transactions. We perform a full catch-up engagement to bring your books current, then transition you into our monthly bookkeeping service so the backlog never builds up again.
Do I need a local bookkeeper in Allen or can we work virtually?
Virtual bookkeeping works extremely well for Allen clients. We use secure document sharing, screen-share meetings, and direct bank feeds to manage your books without requiring in-person visits. If you prefer a face-to-face meeting, our Preston Road office is about 15 minutes south of Allen on US-75.
Does bookkeeping include my Texas franchise tax filing?
Texas does not have a state income tax, but most LLCs and corporations must file an annual Texas Franchise Tax Report and Public Information Report with the Texas Comptroller, due May 15 each year. We handle franchise tax filings for Allen businesses as a separate service ($250 to $500), and having clean books from our monthly bookkeeping makes that filing fast and accurate.
What if I also need tax preparation and payroll?
We are a full-service practice. Most of our Allen bookkeeping clients also use us for business tax preparation, payroll processing, sales tax compliance, and even LLC formation. Bundling everything under one CPA means your financial data stays consistent and nothing falls between the cracks. Registered agent services ($149 per year) are included free with any active bookkeeping engagement.
Get Started from Anywhere in Allen
Whether your business is on Exchange Parkway, along the US-75 corridor, or in a home office near Bethany Lakes, getting started with professional bookkeeping is simple. Book a free, no-obligation consultation at agfreideman.com/meeting/ and we will review your current situation, discuss what you need, and provide a clear monthly price. You can also call us directly at (972) 893-3481. Al Freideman and our team are ready to take the bookkeeping burden off your plate so you can focus on growing your Allen business.
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.