(469) 234-5846

Bookkeeper in Dallas, TX

Bookkeeping and QuickBooks services for Dallas small businesses, from two Certified QuickBooks ProAdvisors based in Frisco, about thirty minutes up the Tollway.

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

A two-person firm for Dallas businesses that want a real bookkeeper

Dallas has every kind of small business there is — restaurants in Deep Ellum and Bishop Arts, professional firms Uptown and downtown, contractors and trades across the city, medical practices, retailers and e-commerce sellers.

Most of them have options: a big national firm, an app, or an offshore team. What many of them actually want is one person who knows their books, answers the phone and explains the numbers in plain language. That's how we work.

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
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Serving Dallas & Dallas County

(469) 234-5846

What we get called about in Dallas

The situations we see most with Dallas businesses.

  • Bookkeeping handed off to an app. Automated categorization that nobody reviewed, with months of misclassified transactions.
  • Offshore bookkeeping that stopped answering. Statements arriving late with no one to explain them.
  • Several entities and no clear picture. Shared costs never allocated and intercompany balances that don't net out.
  • Books that aren't ready for a lender or buyer. A loan application or sale coming up, and statements that won't hold up.

Who we work with here

Restaurants & hospitality

Daily sales reconciled, tips recorded correctly and food and labor costs reported monthly.

Professional & creative firms

Agencies, consultants and law firms with clean statements and project-level profit.

Contractors & trades

Job costing, retainage and subcontractor 1099s handled.

Medical & dental practices

Practice software reconciled to the bank and insurance deposits matched correctly.

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 Dallas 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 Dallas business owners

Why a two-person firm instead of a large one?

You work with the person who actually does your books. When you call, you reach one of us, and we know your file. That's the whole model.

Do you meet clients in Dallas?

Yes, when it helps. We're in Frisco, about thirty minutes north, and most of the monthly work happens remotely through QuickBooks Online.

Our bookkeeper just left. Can you take over mid-year?

Yes, and it's one of the most common ways clients come to us. We'll get access to the file, work out what state it's actually in, and tell you honestly whether it needs cleanup before we can run it monthly. Taking over mid-year is normal — we'll have your books current well before your CPA needs them.

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 who works with Dallas businesses

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