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Bookkeeping and controller services in Dallas–Fort Worth

Updated 24 September 2026

Corporate headquarters, construction, logistics and a large franchise and services base.

What filing here actually involves

  • Texas has no personal income tax and levies a franchise tax on margin instead.
  • The metro spans several counties and dozens of local sales tax jurisdictions, so the rate follows the job address.
  • Construction work brings work in progress and retainage, and neither shows up correctly on a cash-basis P&L.

Rates and thresholds move. We confirm what applies to your entities at onboarding and keep the books in the condition those filings need.

What we see in Dallas–Fort Worth books

Job-level margin is the question here, and it cannot be answered from a chart of accounts built for a single-location business.

  • Books current, reconciled, and closed on the date agreed
  • Location- and entity-level P&Ls built on one chart of accounts, so units compare
  • A cash forecast that carries the months the season or the project cycle takes out

Who we work with here

Across the metro, including Plano, Arlington, Irving, Frisco, Fort Worth. The engagement runs remotely, with calls on your working hours.

Questions we get asked

Do you need to be in Dallas–Fort Worth to do our books?

No. The work runs on your accounting file, your bank feeds and scheduled calls. What needs local knowledge, Texas filing rules and local obligations, is a matter of knowing the jurisdiction.

What Texas filings do you track?

We track the liability and keep the books in the condition your filings need. Texas has no personal income tax and levies a franchise tax on margin instead.

Which Dallas–Fort Worth businesses do you usually work with?

Mostly construction and trades, franchise and multi-unit groups, logistics and distribution. If your business earns the way those do, the mechanics are the same whatever the label.

Do you work across the metro?

Yes, including Plano, Arlington, Irving, Frisco, Fort Worth. Engagements run remotely across the region and in every state.

Want the books off your plate?

A short call. We'll give you an expert view of your situation. (202) 538-1348

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What happens next

Filing rules are the part nobody warns you about. We keep the books that sit underneath them, wherever the business is.

  1. The call takes thirty minutesYou describe the business and where the numbers are letting you down. We give you an expert view of your situation, and what we would start with. There is no pitch deck.
  2. We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
  3. We send a written scope and a priceIt lists what we do each month, what you get, the date it lands and the fee. We agree it before anything starts, and it does not change unless you agree.
  4. We take over the books and close the first monthWe set up access and systems and enter the opening balances. The first close lands on the date in the scope, and every one after it does too.