(469) 234-5846

Bookkeeper in Allen, TX

Monthly bookkeeping and QuickBooks cleanup for Allen small businesses, handled by two Certified Gold QuickBooks ProAdvisors based next door in Frisco.

Intuit Certified Gold ProAdvisors 35+ years combined experience Based in Frisco, Texas Fixed monthly pricing, no surprises

Reliable books for Allen's small businesses

Allen sits right in the middle of the US-75 corridor between Plano and McKinney, and its business mix shows it: retail and restaurants around the shopping districts, medical and dental practices, consultants and agencies, and a steady stream of new owner-operated companies.

Whatever the business, the bookkeeping problems look familiar — bank feeds nobody reviews, accounts that haven't been reconciled in months, and a scramble when the CPA asks for year-end numbers. That's the work we fix.

One Source Bookkeeping is Kristina Weaver and John Morgan, two Intuit Certified Gold QuickBooks ProAdvisors with 35+ years of combined experience. Fixed monthly pricing, statements every month, and a direct line to the person doing your books.

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Serving Allen & North Texas

Monday – Friday, 9:00 am – 5:00 pm CT

(469) 234-5846

What Allen businesses hire us for

Monthly bookkeeping

Someone reliable handling the books every month so you're never scrambling in April.

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Catch-up & cleanup

Books six months or three years behind. We get them current and reconciled.

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QuickBooks setup

New business, or an existing file that was never set up properly in the first place.

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What our clients say

Rated 5.0 out of 5 on Google.

★★★★★
“Excellent service, great people and a fair price. After falling behind over 8 or 9 months they came in and organized…”
— Rob Thomas, verified Google review
★★★★★
“Trusting someone with your business finances is a huge deal, but they made it completely effortless. They are patient,…”
— Michelle Clayton, verified Google review
★★★★★
“Hiring them hasn't just saved me time—it has literally saved me money. Their eye for detail caught several recurring…”
— John Paul, verified Google review

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Allen pricing

The same fixed monthly plans we offer everywhere. No local surcharge, no hourly billing.

Essentials
$349 / month

Sole proprietors and single-entity businesses under ~$250k in revenue.

  • Up to 2 bank or credit card accounts
  • Monthly categorization and reconciliation
  • Profit & Loss and Balance Sheet each month
  • QuickBooks Online kept current
  • Email support, replies within one business day
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Most popular Growth
$649 / month

Established small businesses with payroll, inventory, or several accounts.

  • Up to 6 bank or credit card accounts
  • Everything in Essentials, plus:
  • Accounts payable and receivable tracking
  • Payroll journal entries and sales tax support
  • Monthly financial review call
  • Cash flow statement and month-over-month comparisons
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Full-Service
$1,150 / month

Multi-entity, multi-location, or job-costed businesses that need a real finance function.

  • Unlimited accounts and entities
  • Everything in Growth, plus:
  • Job costing or class and location tracking
  • Custom reporting built to your KPIs
  • Budget vs. actual reporting
  • Direct coordination with your CPA at tax time
  • Priority phone access
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Where we work

We're based in Frisco and work on-site or remotely across North Texas. Outside DFW, we serve clients nationwide — bookkeeping has been a remote profession for years, and QuickBooks Online makes distance irrelevant.

Questions from local business owners

Do you only work with businesses in Allen?

No. We're based in Frisco and work with businesses across Allen, Plano, McKinney and the rest of North Texas, plus clients nationwide remotely.

My books are months behind. Can you still help?

Yes. Catch-up and cleanup is one of our most common projects. We scope it, give you a fixed one-time quote, and get the books current and reconciled before monthly service begins.

Do I need QuickBooks Online?

Not necessarily. We're Gold Certified in both QuickBooks Online and Desktop. If a move to Online makes sense, we can handle the migration.

Talk to a bookkeeper serving Allen this week

We'll look at your books for free and tell you exactly where they stand. No pressure and no obligation.

Book a Free Books Review Call (469) 234-5846