Bookkeeping Services in Southlake, TX
Southlake is home to some of the most successful small business owners in the Dallas-Fort Worth area. With a median household income above $185,000 and a thriving commercial corridor anchored by Southlake Town Square, the city attracts entrepreneurs who expect precision from every professional they hire. If your books are messy, outdated, or handled by someone who does not understand your business, you are making financial decisions without the full picture.
Our Services
Our Bookkeeping Services for Southlake Clients
Every Southlake bookkeeping client receives a consistent, comprehensive monthly package. 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.
- Categorized income and expense tracking: Each transaction is coded to the correct account, giving you accurate profit and loss statements every month.
- Financial statement preparation: You receive a monthly profit and loss report and balance sheet, ready for review or to share with lenders and partners.
- QuickBooks setup and management: We work inside QuickBooks Online to maintain your books, and we can set up a new file from scratch if you are just getting started.
- Payroll integration: For clients who also need payroll processing, we bundle bookkeeping and payroll so everything stays in sync.
- Year-end preparation for tax filing: Because we handle your books all year, your records are already organized and ready when it is time to file your business return.
Why Southlake Businesses and Residents Choose AG Freideman
Personal attention from a licensed CPA: Many Southlake business owners have worked with large accounting operations where their file gets passed between junior staff. At AG Freideman, Al handles your account directly. You talk to the same CPA every month, someone who knows your business, your numbers, and your goals.
30+ years of experience across industries: Southlake’s business community is diverse, from medical practices and law offices to retail stores and real estate ventures. Al has worked with businesses across all of these industries and understands the specific chart of accounts, deductions, and compliance requirements each one faces.
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 what you pay. Southlake clients who have been burned by vague invoices from other providers appreciate knowing exactly what to expect.
52 five-star Google reviews: Every single one of our Google reviews is five stars. Southlake professionals who research before hiring will not find a single negative review, because we do not cut corners and we do not disappear after onboarding.
Bookkeeping Services Questions from Southlake Clients
How much does bookkeeping cost in Southlake?
Our monthly bookkeeping packages for Southlake clients range from $300 to $600 per month. The price depends on your transaction volume, the number of accounts we reconcile, 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 use QuickBooks Online as our primary bookkeeping platform. If you already have a QuickBooks file, we will review it and clean up any issues. If you are starting fresh, we will set up your chart of accounts, connect your bank feeds, and configure everything properly from day one.
Can you clean up months of backlogged books?
Absolutely. Many Southlake clients come to us with several months (sometimes a full year) of uncategorized transactions. We will reconcile your backlog, correct miscategorized entries, and bring your books current. Once the cleanup is done, we transition you into a regular monthly schedule so you never fall behind again.
Do I need a local bookkeeper in Southlake or can we work virtually?
You do not need someone physically located in Southlake. We serve Southlake clients entirely through virtual appointments, secure document sharing, and direct access to your QuickBooks file. Our office is on Preston Road in North Dallas, roughly 30 minutes from Southlake, so in-person meetings are also available if you prefer face-to-face conversations.
Does monthly bookkeeping help with my Texas Franchise Tax filing?
It makes a significant difference. The Texas Franchise Tax (due May 15 each year) requires accurate revenue figures. When your books are reconciled monthly, pulling the numbers for your franchise tax report and Public Information Report is straightforward. We also handle franchise tax filing directly, with fees ranging from $250 to $500 depending on complexity.
What if I also need tax preparation for my Southlake business?
That is where bundled bookkeeping and tax preparation really pays off. Because we maintain your books all year, your records flow directly into your business return with no scrambling in March. S-Corp and partnership returns (1120S/1065) run $1,000 to $2,000, and clients who use our bookkeeping service find the process dramatically smoother than handing a shoebox of receipts to a seasonal preparer.
Get Started from Anywhere in Southlake
Getting started is simple. Call us at (972) 893-3481 or book a free consultation at agfreideman.com/meeting/. We will review your current books, discuss your business, and provide a clear quote for monthly bookkeeping. Everything can be handled virtually, so whether you are near Southlake Town Square or across town, you get the same one-on-one service from a licensed CPA who has been doing this for over three decades. No junior staff, no hand-offs, no hidden fees.
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.