Business Accounting
& Monthly Bookkeeping

Reliable books make tax preparation and business decisions easier. Our DeSoto CPA practice supports owner-operated and closely held businesses with recurring accounting, historical cleanup, and QuickBooks consulting.

A monthly accounting process you can use

An engagement may include transaction review, bank and credit card reconciliations, accounts receivable and payable review, loan classifications, journal entries, and profit-and-loss and balance-sheet reporting. We agree on the accounts, periods, reports, and responsibilities in your scope.

QuickBooks Online and Desktop support

Tell us which QuickBooks version you use, who enters transactions, how payroll is handled, and the last month reconciled. Setup, cleanup, and ongoing review can be scoped to your current records and internal workflow.

Catch-up bookkeeping before tax preparation

Unreconciled balances, duplicated entries, and owner transactions can make financial statements difficult to understand. We identify the periods needing attention and establish a cleanup plan before moving into recurring monthly work.

When you need more financial oversight

A fractional Controller engagement can add close coordination, management reporting, cash-flow planning, and accounting process improvements. This is scoped around the decisions and reporting deadlines your business faces.

What determines the fee?

Transaction volume, number of accounts and entities, condition of the records, reporting requirements, and frequency of work affect scope. We review these factors and agree on fees before beginning.

Start with your needs and timeline

Email a brief description of the help you need, your location, and your deadline. We confirm fit, scope, and fees before work begins. Meetings at 1700 North Hampton Road, Suite 102, DeSoto, TX 75115, are by appointment.

Request a consultation

Call (469) 941-4367 or email hterrell@htcpafirm.com. Request secure delivery instructions before sending tax records or confidential documents.