(469) 234-5846

Bookkeeper in Southlake, TX

Bookkeeping and QuickBooks services for Southlake businesses and professional practices, from two Certified QuickBooks ProAdvisors based in Frisco.

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

Southlake's businesses expect things done right

Southlake is known for Southlake Town Square and an established professional community: medical, dental and wellness practices, financial and legal professionals, boutique retailers and restaurants, and owners running companies across DFW from a Southlake office.

These owners usually have a CPA and expect the books to arrive clean, reconciled and on time. We work alongside your CPA so year-end is quick and there are no surprises.

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 Southlake & Tarrant County

(469) 234-5846

What we get called about in Southlake

What Southlake businesses usually need.

  • A CPA spending hours on cleanup. Year-end adjustments that should have happened monthly.
  • Several entities owned by one family. Operating companies, real estate holding LLCs and shared costs.
  • Practice revenue that doesn't match the bank. Practice software and deposits that have never been reconciled.
  • Owner expenses mixed into the business. Personal spending that needs to be separated cleanly.

Who we work with here

Medical, dental & wellness practices

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

Professional firms

Clean statements for financial, legal and consulting firms.

Boutique retail & restaurants

Daily sales reconciled and sales tax filed on time.

Multi-entity owners

Operating and real estate entities kept separate, with intercompany balances that net out.

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 Southlake 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 Southlake business owners

Will you work with our CPA?

Yes, and we prefer to. We'll agree on how they want the books set up and send what they need at year end, so their work is faster and cheaper.

Do you come out to Southlake?

Yes, when it's useful. We're in Frisco, about forty minutes away on 121.

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 works with Southlake 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