Professional Bookkeeping Services Dallas TX – AG Freideman CPA
Running a business in Dallas-Fort Worth means juggling countless responsibilities, and keeping your books accurate shouldn’t add stress to your day. At AG Freideman, we’ve been providing reliable bookkeeping services to Dallas businesses for over 30 years, giving you the financial clarity and peace of mind you need to focus on what you do best. With Al Freideman’s three decades of CPA experience, we handle your books with the precision and care your business deserves.
What Our Bookkeeping Service Includes
Who We Help
We work primarily with small business owners across Dallas-Fort Worth who want professional bookkeeping without the overhead of hiring a full-time employee. Our typical clients include local retail shops, restaurants, professional services firms, contractors, and healthcare practices that generate between $200,000 and $5 million in annual revenue. These business owners understand the value of accurate financial records but prefer to invest their time in serving customers rather than wrestling with accounting software.
We also serve freelancers, consultants, and single-member LLCs throughout Texas who’ve outgrown basic expense tracking but aren’t ready for a large accounting firm. Whether you’re a Dallas-based marketing consultant tracking project expenses or a Plano contractor managing materials and labor costs, we provide the professional bookkeeping foundation that supports smart business decisions and smooth tax seasons.
Our Bookkeeping Process
Step 1: Initial consultation and setup. We meet with you to understand your business, review your current records, and set up your QuickBooks Online account with proper chart of accounts and bank connections.
Step 2: Monthly data collection. You provide us with bank statements, credit card statements, and receipts through our secure client portal or we connect directly to your financial institutions.
Step 3: Transaction recording and reconciliation. We categorize every transaction, reconcile all accounts, and identify any unusual items that need your attention or clarification.
Step 4: Financial reporting and review. By the 15th of each month, you receive complete financial statements along with a brief summary highlighting key trends or areas of concern.
Step 5: Ongoing support and consultation. Throughout the month, we’re available to answer questions about your reports, help with business decisions, and ensure you’re prepared for tax season.
Why Choose AG Freideman for Bookkeeping in Dallas, Texas?
Three decades of local experience. Al Freideman has been serving Dallas-area businesses since the early 1990s, giving us deep understanding of Texas business requirements, local tax implications, and the unique challenges facing DFW entrepreneurs. We’ve seen businesses through multiple economic cycles and know how to maintain financial stability.
No surprises pricing with local service. Unlike national bookkeeping services that nickel-and-dime you for basic reports, we provide transparent monthly pricing that includes all standard financial statements, reconciliations, and reasonable consultation time. You get the personal attention of working with your local CPA without paying big-firm rates.
Texas tax expertise built in. Since Texas has no state income tax but does impose franchise taxes on certain business entities, we ensure your bookkeeping supports both your ongoing business needs and annual tax compliance requirements, including proper documentation for Texas margins tax calculations.
Technology that works for you. We use QuickBooks Online as our primary platform because it gives you real-time access to your financial data while allowing us to work efficiently. Unlike firms that force you into proprietary software, you maintain full access and ownership of your financial records.
Common Bookkeeping Questions
How much do bookkeeping services cost for a small business in Dallas?
Our monthly bookkeeping services typically range from $300 to $800 depending on transaction volume and complexity. A simple retail business with 50-75 monthly transactions might pay $350 per month, while a contractor with multiple bank accounts, credit cards, and job costing needs might pay $650 monthly. We provide a firm quote after reviewing your specific needs during our initial consultation.
Do I need bookkeeping services if I use QuickBooks?
QuickBooks is an excellent tool, but it requires proper setup, consistent data entry, and regular reconciliation to provide accurate results. Many business owners start with QuickBooks but find they don’t have time to maintain it properly, leading to messy records that create problems at tax time. Professional bookkeeping ensures your QuickBooks data is accurate, complete, and useful for business decisions.
What’s the difference between bookkeeping and accounting services?
Bookkeeping focuses on recording daily transactions, maintaining accurate records, and producing basic financial reports. Accounting services include bookkeeping plus higher-level analysis, tax planning, financial statement preparation, and strategic business consultation. At AG Freideman, our bookkeeping clients get the benefit of CPA-level oversight, meaning we catch issues that typical bookkeepers might miss.
How often should I receive financial reports from my bookkeeper?
We provide monthly financial statements by the 15th of each month, giving you timely information for business decisions. Some clients also request weekly cash flow updates during busy periods. Monthly reporting strikes the right balance between staying informed and avoiding information overload, while annual summaries help with tax preparation and business planning.
Can you handle sales tax filing for my Texas business?
Yes, we prepare and file Texas sales tax returns as part of our comprehensive bookkeeping services for qualifying businesses. Texas sales tax can be complex, especially for businesses operating in multiple DFW municipalities with different local tax rates. We ensure proper collection, documentation, and timely filing to avoid penalties and maintain good standing with the Texas Comptroller.
What happens if you find errors in my previous bookkeeping?
We frequently take over bookkeeping from business owners who’ve been managing their own records or working with inexperienced bookkeepers. When we find errors, we document them clearly, explain the impact on your financial position, and create a plan to correct them. Most issues can be resolved without amending tax returns, but we handle any necessary corrections professionally and efficiently.
Do you work with businesses outside the Dallas area?
While we’re based in Dallas and serve many local clients, we work with businesses throughout Texas and across the United States through our virtual bookkeeping services. Our cloud-based systems allow us to provide the same quality service regardless of location, though we particularly enjoy working with Texas businesses because we understand local tax requirements and business practices.
Pricing & Getting Started
We believe in transparent pricing with no hidden fees or surprise charges. Our monthly bookkeeping services start at $300 for simple businesses and are customized based on your transaction volume, number of accounts, and reporting needs. During your initial consultation, we’ll review your requirements and provide a firm monthly quote that includes all standard services. Most clients find our professional bookkeeping costs less than hiring a part-time employee while providing much higher expertise and reliability. To get started, simply schedule a consultation where we’ll discuss your needs and show you exactly how we can improve your financial management.
Ready to get your Dallas business bookkeeping organized and stress-free? Book your consultation today and discover why DFW business owners have trusted AG Freideman for over 30 years. We’ll review your current situation, explain our process, and give you a clear picture of how professional bookkeeping can support your business growth and success.
"I was very pleased with my experience of having my taxes prepared. The whole process was smooth and easy and I felt like both Al and Preston are very knowledgeable and gave me gave me the guidance I needed. They…"
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Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.