(469) 234-5846

Bookkeeper in Lewisville, TX

Bookkeeping and QuickBooks cleanup for Lewisville businesses, from two Certified QuickBooks ProAdvisors based just up 121 in Frisco.

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

Lewisville's businesses move a lot of product

Lewisville sits where I-35E meets 121, and its business base reflects that: distributors and light industrial companies, contractors and trades, auto and equipment businesses, and a dense retail and restaurant corridor around Vista Ridge and Old Town.

Businesses that move physical product live and die by inventory, cost of goods and sales tax. When those numbers are off, margins look better or worse than they really are — and decisions get made on bad information.

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.

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Serving Lewisville & Denton County

(469) 234-5846

What we get called about in Lewisville

What usually needs attention first.

  • Inventory that doesn't match the shelf. Quantities and values in QuickBooks that drifted away from what's actually in the warehouse.
  • Cost of goods recorded as expenses. Purchases booked straight to expense, so gross margin swings wildly from month to month.
  • Sales tax across multiple jurisdictions. Deliveries and jobs in several cities, each with its own local rate.
  • Vehicles and equipment never set up as assets. Trucks and equipment expensed or financed without the loan and depreciation recorded properly.

Who we work with here

Distributors & light industrial

Inventory, cost of goods and freight recorded so your gross margin is real, not an estimate.

Contractors & trades

Job costing, retainage and progress billing tracked, and subcontractor 1099s handled before January.

Retail & restaurants

Daily POS deposits matched to the bank and sales tax filed on time.

Service businesses

Recurring billing, receivables follow-up and clean monthly statements for owners who'd rather be working.

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 Lewisville 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 Lewisville business owners

Can you work with our inventory system?

Usually, yes. We work inside QuickBooks inventory and alongside most common inventory and e-commerce tools. The key is getting the counts and costs to agree with the books every month, and that's what we set up.

Are you close enough to visit?

Yes. We're in Frisco, roughly twenty-five minutes away, and glad to come out when it's useful — especially for a first look at an inventory setup.

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 knows Lewisville

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