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CPA Services Across
Dallas–Fort Worth & Beyond
Business owners across Dallas–Fort Worth can work with our Southlake CPA office on the accounting information they need throughout the year. We welcome inquiries from Grapevine, Colleyville, Keller, Coppell, Flower Mound, Irving, Dallas, and Fort Worth.
Connect monthly books with business decisions
Monthly accounting may include reconciliation, transaction review, financial reports, and follow-up on receivables, payables, or loan balances. We tailor the scope to your accounts and reporting needs rather than treating every business as the same.
Prepare for business and individual tax filing
A business owner’s tax needs may include both entity and individual returns. Start with the entities, filing years, states, and deadlines involved. We review the records available and discuss cleanup or planning work separately when needed.
Remote support beyond the metroplex
You can begin with a written inquiry from elsewhere in Texas or the United States. Service availability depends on the jurisdictions and work involved. Meetings at the Southlake location are by appointment; remote clients receive instructions for approved access and secure document delivery.
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 1560 E. Southlake Boulevard, Suite 100, Southlake, TX 76092, are by appointment.
Call (469) 941-4367 or email hterrell@htcpafirm.com. Request secure delivery instructions before sending tax records or confidential documents.
QuickBooks cleanup in Southlake
Unreconciled accounts or a bookkeeping backlog? Review our cleanup process, what to prepare and how project work can connect with ongoing monthly accounting.
Before your monthly accounting & bookkeeping consultation
A short description of the following will help us understand the work you need:
- Your accounting software and the number of accounts to reconcile
- The last month your books were completed
- Who handles invoicing, payments and payroll today
Keep confidential records in the client portal; the inquiry form is for a brief description of your needs.
Common questions
What can a monthly accounting engagement include?
The agreed scope may include transaction review, reconciliations, a monthly financial report package and a discussion of open items. Payroll, tax returns and catch-up work are included only when specified.
Can you work with my existing bookkeeper?
Yes. Describe the tasks your bookkeeper already handles so responsibilities for preparation, review and follow-up can be clearly assigned.
How are recurring fees determined?
Scope depends on transaction volume, account complexity, the condition of the records and reporting needs. The firm agrees on services and fees before work begins.
Request monthly accounting & bookkeeping help →
Tell us your needs and timeline. Services and fees are agreed before work begins.