Bookkeeping Services in Plano, TX
Plano is home to one of the most active small business communities in the Dallas-Fort Worth area. With major corporate anchors like Toyota, JPMorgan, and Liberty Mutual drawing talent and spending power to the Legacy West corridor, independent businesses across Plano benefit from a local customer base with a median household income near $95,000. That same growth creates real complexity: more transactions, more vendor payments, more payroll runs, and more at stake when the books fall behind.
Our Services
Our Bookkeeping Services for Plano Clients
Every bookkeeping engagement we handle for Plano businesses includes hands-on work from a licensed CPA, not an automated tool or a junior associate. Here is exactly what you get each month:
- Bank and credit card reconciliation: We match every transaction to your records so nothing slips through the cracks, whether you process dozens of transactions or thousands.
- Monthly financial statements: You receive a profit and loss statement, balance sheet, and cash flow summary so you always know where your business stands.
- QuickBooks setup and management: We set up your QuickBooks file correctly from the start (or clean up an existing one), categorize transactions, and maintain your chart of accounts.
- Accounts payable and receivable tracking: We record what you owe and what is owed to you, keeping your cash flow picture accurate.
- Payroll integration: bookkeeping and payroll processing work together under one roof, so payroll liabilities, tax withholdings, and labor costs are always reflected in your books.
- Tax-ready records: Because we also handle tax preparation, your books are structured to flow directly into your annual return with no scrambling at year end.
Why Plano Businesses and Residents Choose AG Freideman
Personal attention from a licensed CPA: Al Freideman handles every client relationship himself. Plano 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 experience across multiple industries.
Virtual service built for Plano’s pace: Our office sits on Preston Road in North Dallas, just minutes south of Plano. We serve Plano clients through secure virtual meetings, screen-sharing QuickBooks sessions, and cloud-based document exchange. You get the same quality as an in-person engagement without leaving your office in Legacy West or East Plano.
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.
52 five-star Google reviews: Every single Google review we have received is five stars. Plano clients trust us because we deliver consistent, accurate work and we communicate clearly about what we find in your books.
Bookkeeping Services Questions from Plano Clients
How much does bookkeeping cost in Plano?
Our monthly bookkeeping packages for Plano businesses range from $300 to $600 per month. The price depends on your transaction volume, the number of bank and credit card accounts, and whether you also need payroll processing. We provide a specific quote during your free consultation so there are no surprises.
Do you work with QuickBooks?
Yes. We set up, manage, and maintain QuickBooks files for the majority of our Plano bookkeeping clients. If you already use QuickBooks but your file is disorganized, we can restructure your chart of accounts, fix miscategorized transactions, and get everything current.
Can you clean up months of backlogged books?
Absolutely. Many Plano business owners come to us with six, nine, or even twelve months of unreconciled transactions. We work through the backlog, reconcile every account, and deliver accurate financial statements so you have a clear picture of where your business stands. Once the cleanup is complete, we transition you into a regular monthly engagement.
Do I need a local bookkeeper in Plano, or can we work virtually?
You do not need someone sitting in your Plano office. We handle bookkeeping entirely through secure cloud-based tools, QuickBooks Online, and virtual meetings. Our Preston Road office is a short drive from Plano if you ever prefer a face-to-face meeting, but most of our Plano clients work with us 100% remotely.
Does bookkeeping help with my Texas Franchise Tax filing?
Yes. Texas requires most LLCs, corporations, and partnerships to file a Franchise Tax Report and Public Information Report by May 15 each year. Clean, accurate books make this filing straightforward. We handle Texas Franchise Tax filings for $250 to $500, and when your bookkeeping is already current with us, the process is seamless because we already have your revenue and margin figures reconciled.
Can you handle both bookkeeping and tax preparation for my Plano business?
That is exactly how most of our Plano engagements work. When we manage your books throughout the year, your annual tax return (whether it is a Schedule C, S-Corp 1120S, or partnership 1065) is built on data we already know is accurate. There is no last-minute scramble to gather receipts or reconcile accounts. As a bonus, registered agent services ($149 per year) are included free with any active tax or bookkeeping engagement.
Get Started from Anywhere in Plano
Getting started is simple. We begin every engagement with a free, no-obligation consultation where Al reviews your current bookkeeping situation, answers your questions, and provides a clear quote. The entire process works virtually: you can be in Legacy West, Spring Creek, or anywhere else in Plano and start within days. Call (972) 893-3481 or schedule your consultation at agfreideman.com/meeting/. We look forward to helping your Plano business run on clean, accurate numbers all year long.
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.