Can I pick just one service instead of a monthly plan?

Yes. Cleanup, setup, migration and training are all available as one-time projects with a fixed quote. Many clients start with a cleanup and move to monthly service afterwards, but there's no requirement to.

Which QuickBooks version do you work in?

Both. We're Gold Certified in QuickBooks Online and QuickBooks Desktop. If you're not sure which is right for you, that's part of the free review.

Do you replace my CPA?

No, and you shouldn't want us to. We keep the books; your CPA handles tax strategy and filing. Good bookkeeping makes their job faster and usually cheaper. We'll work directly with them at year end.

What do you need from me each month?

Very little, once we're set up. Bank feeds come through automatically. We'll ask about anything we can't categorize with confidence, usually a handful of questions a month.

Bookkeeping & QuickBooks Services | One Source, Frisco TX

Full-Service Monthly Bookkeeping

Every transaction categorized, every account reconciled, and a clean set of financial statements delivered on a fixed schedule each month. This is the core of what we do.

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QuickBooks Setup & Cleanup

A chart of accounts built for your business, or an existing file rebuilt from the ground up. If your books are months behind or the numbers stopped making sense, this is where to start.

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Data Migration & Integration

Moving from QuickBooks Desktop to Online, from a different platform, or from spreadsheets entirely. We bring your history with you and connect the apps you already use — POS, payroll, e-commerce and payment processors.

Bank & Credit Card Reconciliations

Every account tied out to the statement every month. This is the step most DIY books skip, and it's the reason those books can't be trusted at tax time.

Payroll & Sales Tax Support

Payroll journal entries recorded correctly, liabilities tracked, and sales tax prepared and filed on schedule so nothing turns into a notice.

QuickBooks Training & Guidance

Prefer to keep the day-to-day in house? We'll set the file up properly and train your team to run it, then stay available for the questions that come up.

How we're different from a bookkeeping app

There is no shortage of software that promises to do your books for you. Most of it works fine right up until something unusual happens — a refund, an owner draw, a loan payment split between principal and interest, a deposit that covers three invoices. Then the automation guesses, and the guess sits in your file until someone catches it.

What we sell is the person who catches it. A Gold Certified ProAdvisor reviews your file every month, reconciles it to the statement, and asks you about anything that doesn't look right. That's the difference between books that are up to date and books that are actually correct.

Bookkeeping & QuickBooks Services