(469) 234-5846

Bookkeeper in Anna, TX

Bookkeeping and QuickBooks setup for Anna businesses, from two Certified QuickBooks ProAdvisors based in Frisco.

Intuit Certified ProAdvisors 35+ years combined experience Based in Frisco, Texas Custom packages, no surprises

Anna's businesses are new — and growing quickly

Anna sits on US-75 north of McKinney and has been growing fast. Many of its businesses are young: contractors and trades, home-service companies, new restaurants and shops, and owners starting a company close to home.

Young businesses don't need complicated bookkeeping. They need a sound setup, a monthly routine and someone to explain what the numbers mean as the company grows.

One Source Bookkeeping is Kristina Weaver and John Morgan — both Intuit Certified QuickBooks ProAdvisors, with more than 35 years between us. When you call, you reach one of us, and one of us does your books.

Book a free books review
Intuit Certified QuickBooks ProAdvisor badge

Serving Anna & Collin County

(469) 234-5846

What we get called about in Anna

What Anna owners usually ask us about.

  • Setting up QuickBooks for the first time. Choosing the right version and building a chart of accounts that fits.
  • Keeping up with sales tax. Registering, collecting and filing on time.
  • Separating business and personal. Getting a dedicated account and card, and cleaning up what came before.
  • Knowing whether the business is profitable. Monthly statements that answer that question clearly.

Who we work with here

Contractors & builders

Job costing, draws and subcontractor 1099s organized from the start.

Home-service businesses

Service revenue, vehicle costs and job profit tracked properly.

Restaurants & retail

POS deposits reconciled and sales tax handled every period.

First-time owners

A clean setup and plain-language monthly reports.

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
★★★★★
“Tax prep used to be a stressful, weeks-long ordeal of searching for misplaced receipts. But with their year-round…”
— Tatanka, verified Google review
★★★★★
“Awesome company! They took care of everything I needed for my business and made my life so much easier. Highly recommend them!”
— Nick, verified Google review

Read all reviews on Google →

Packages for Anna businesses

No preset tiers, no local surcharge and no hourly billing. We quote what your business actually needs.

Built around your books

Your package is scoped to the accounts you have, the volume that runs through them and the services you actually need. No preset tiers.

Quoted before you commit

After a free books review you get one monthly number and, if cleanup is needed, a separate one-time figure.

Changes when you do

Month to month, with no contract. Add or remove services as the business changes.

See how custom packages work or request a custom quote.

Questions from Anna business owners

Can you help me choose between QuickBooks Online and Desktop?

Yes. For almost every new business, QuickBooks Online is the right choice, but we'll walk through how you work and recommend what fits.

How far are you from Anna?

About thirty minutes. We're in Frisco and happy to meet in person when it helps.

Do you do taxes?

We don't file returns. We keep your books accurate and organized so your CPA can file quickly and correctly, and we'll coordinate with them directly at year end. If you don't have a CPA, we can point you to a few.

How much does bookkeeping cost?

Every package is custom. We look at how many accounts need reconciling, how many transactions run through them each month and how complex the entity structure is, then quote one monthly number before you commit. The books review is free.

Where we work

We're based in Frisco and work on-site or remotely across Dallas–Fort Worth. We also serve businesses in Houston, Austin and San Antonio, and clients nationwide — bookkeeping has been a remote profession for years, and QuickBooks Online makes distance irrelevant.

North Dallas suburbs

Dallas–Fort Worth

Across Texas, remotely

Talk to a bookkeeper close to Anna

Thirty minutes, no charge. We'll tell you honestly what shape your books are in and what it would take to get them right.

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