(469) 234-5846

Bookkeeper in Richardson, TX

Bookkeeping and QuickBooks cleanup for Richardson businesses, from two Certified QuickBooks ProAdvisors based in Frisco, about twenty-five minutes north.

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

Richardson's small businesses grew up around the Telecom Corridor

Richardson has long been a technology town, and a lot of its small businesses trace back to that: IT services and managed-service providers, engineering and technical consultants, software companies, and the contractors and vendors that serve them. Around them is a mix of restaurants, medical offices and family-run retail, much of it along the 75 corridor.

Technology and services businesses have their own bookkeeping patterns — recurring revenue, contractor payments, project billing and software subscriptions that quietly add up. We set the books up so those numbers are clear.

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 Richardson & Collin & Dallas Counties

(469) 234-5846

What we get called about in Richardson

What we see most with Richardson businesses.

  • Recurring revenue booked when cash arrives. Annual contracts recorded in the month they're paid, so revenue looks feast-or-famine.
  • Contractors without 1099 records. Offshore and domestic contractors paid through several apps with no clean year-end record.
  • Software subscriptions nobody tracks. Dozens of small recurring charges scattered across cards and categories.
  • Project profitability unknown. Revenue and labor not tied to projects, so it's unclear which work actually makes money.

Who we work with here

IT & managed-service providers

Recurring contracts, hardware resale and pass-through costs separated so margins by service line are visible.

Engineering & technical consultants

Project billing, reimbursable expenses and contractor payments organized for clean monthly reporting.

Medical & professional offices

Practice systems reconciled to the bank and monthly statements you can rely on.

Restaurants & retail

Daily sales reconciled, tips and sales tax handled, and food and labor costs tracked.

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 Richardson 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 Richardson business owners

Can you handle deferred revenue for annual contracts?

Yes. If you bill annually or in advance, we can record revenue as it's earned so your monthly statements reflect how the business is really doing. We'll set it up with your CPA so the year-end treatment matches.

We pay contractors through several platforms. Can you sort that out?

Yes. We'll consolidate the payments, make sure each contractor is set up correctly, and have the 1099 information ready before the January deadline.

We're still on QuickBooks Desktop. Do we have to move to Online?

No. We're Certified in both and can keep running your Desktop file. When you're ready to move, we handle the migration, including your transaction history.

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 Richardson

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