Bookkeeping Services in Southlake, TX

Bookkeeping done by an accountant and licensed tax attorney. I help Southlake business owners, from Town Square shops to local service firms, keep clean books with a partner who actually picks up the phone.

Expert Bookkeeping in Southlake, TX.

I’ve worked in bookkeeping for over 4 years and understand how important clean, accurate records are. With my expertise, I’ll manage your books and advise on tax strategy and preparation. As a local to the area, I’m proud to support the Southlake businesses that make our community great.

U.S. Veteran with a background in law

Detail-oriented, customized bookkeeping for small businesses

Licensed Attorney

Best customer service in the industry

Book A Free Consultation

Phone Number: (817)-697-0282

Bookkeeping Services I Offer

I help with a wide variety of bookkeeping needs for small businesses throughout Southlake.

Monthly Bookkeeping for Small Businesses

-Transaction categorization

-Bank and credit card reconciliation

-Monthly financial statements (P&L, balance sheet, cash flow)

-Custom reporting based on what the business owner actually needs to see

-Year-round availability (not just at tax time)

QuickBooks Setup, Cleanup & Training

-QuickBooks Online setup for new businesses

-QuickBooks cleanup for businesses with messy or behind books

-Periodic tune-ups to keep the system clean

-Training so business owners understand their own numbers

Payroll Services

-Outsourced payroll processing

-Payroll tax filings (federal, state, local)

-1099 preparation and filing

-Compliance tracking so business owners don’t have to monitor legislation changes

Catch-Up & Cleanup Bookkeeping

-For businesses that are months or years behind

-Includes prior-period reconciliation and reporting

-Common for businesses preparing for a loan, sale, or audit

Who this is for

Businesses Industries I Serve

As a licensed tax attorney and bookkeeper serving Southlake and the surrounding area, I work with a wide range of clients who benefit most from hands-on, year-round financial guidance.

Bonnie Huggins, owner of Books By Bonnie, sitting at desk working on bookkeeping

Service-based small businesses

Real estate investors and agents

Law Firms

Dentists

Construction Businesses

Reach Out To Learn More

Problems My Clients Face Before Working With Me

Most business owners don’t reach out for bookkeeping help when everything’s going smoothly. They reach out when something’s wrong. Here are the most common challenges I help solve.

Which of these sounds familiar?

Contact Me

How Does It Work?

Next Steps

If you’re based in Southlake and want to learn more, here is a step-by-step process of what happens next.

1. Contact Me

Schedule a call with me or send an email. We'll discuss your bookkeeping needs, what kind of business in Colleyville you run, and how I can help.

2. Custom Strategy & Plan

Based on what we discussed, I will draft a focused proposal that addresses your bookkeeping needs.

3. Execution

I carry out my bookkeeping services tailored specifically for your business. I'll maintain close communication and ensure you're comfortable throughout the entire process.

4. Continued Support

If you need monthly support with bookkeeping or quickbooks, I'll continue to be there for your business,

Schedule A Free Consultation

Frequently Asked Questions

Some frequently asked questions about my Southlake bookkeeping services.

Do you only work with businesses in Southlake?

I'm based in the DFW area and Southlake is one of the communities I serve most. I also work with clients in Colleyville, Keller, Grapevine, Westlake, Trophy Club, Roanoke, Fort Worth, and surrounding areas. For clients outside the immediate area, I offer full remote bookkeeping with virtual meetings.

Can you clean up my QuickBooks if I've fallen behind?

Yes — catch-up and cleanup work is one of my most common engagements. Whether you're a few months behind or a few years behind, I can rebuild your books, reconcile your accounts, and get you current. Most cleanup projects take 2-6 weeks, depending on scope, and once we're caught up, I can keep things current with ongoing monthly bookkeeping.

How often will I see my financial reports?

Monthly, at minimum. Every client gets a monthly close with reconciled accounts and updated financial statements (P&L, balance sheet, and cash flow). For clients who want it, I provide weekly or even real-time reporting on key metrics specific to their business.

Do you do my tax returns too, or just bookkeeping?

Both. I handle bookkeeping, tax preparation, and tax strategy.