accounting in Plano Texas

We take great pride in providing high-quality financial management solutions and accounting service in Plano

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We offer Accounting Service in Plano Texas

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter we’ll do the following things for you…
  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide unlimited consultations
These tasks form the solid foundation of your small business accounting service in plano. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Bank Reconciliation

Having us reconcile your account each month allows you to…

    • Identify lost checks, lost deposits and unauthorized wire transactions.
    • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
    • Detect and prevent embezzlement of funds from within your company.
    • Know how your business is doing? You can’t really know unless all accounts are reconciled and properly accounted for on your financial statement.
Accounting services

balance sheet helps you:

A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time.

  • Quickly get a handle on the financial strength and capabilities of your business.
  • Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
  • Determine if your business is in a position to expand.
  • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses.
  • Notice if you need to take immediate steps to bolster cash reserves.
  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage.
  • Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.
plano accounting

Maintaining a Clean General Ledger

The general ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we’ll fix the discrepancies so your books are always accurate and kept in tip top shape.

We Are best In

Real Estate Accounting

Our real estate accounting services are perfect for agents, developers, investors, brokers, and property managers. We provide traditional accounting services along with industry specific services like cost segregation and 1031 exchanges.

Financial and Business Consulting

We improve your business performance by asking the right questions, deciding which adjustments would have the greatest impact on your bottom line, and finding ways to implement changes.

New Business Advisory

We walk new business owners through the critical financial decisions they need to make when starting a business including writing a business plan and identifying the correct business entity.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.
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