Outsourced bookkeeping and tax preparation in Dallas–Fort Worth
We provide outsourced bookkeeping, catch-up cleanup, part-time CFO services and tax preparation for DFW subcontractors and service businesses, remote or in person. Pricing is a flat monthly fee, month to month, with no long-term agreement.
DFW work runs on slow money. General contractors pay subs in 45 to 60 days, retainage sits on your invoices for months, and payroll still hits every Friday. More than 8 million people live across the Metroplex’s 11 counties, and AllianceTexas alone is a 27,000-acre mixed-use community with industrial, logistics and aerospace tenants, so the work is there. The cash gap is the hard part. Our outsourced bookkeeping tracks every pay application, every retainage balance and every aging invoice, so you know what you are owed and when it should land.
We are in Waco, about 90 minutes down I-35 from Fort Worth. Most DFW clients work with us remotely, and that is fine: bank feeds, a shared folder and a monthly call. When a job, a lender or a tough month calls for a face-to-face meeting, we can drive up. The Metroplex is split by I-35E through Dallas and I-35W through Fort Worth, and it is huge, so we do not pretend to be on every corner. We just make the books easy enough that you do not need us on yours.
Bonding and credit depend on clean numbers. A surety wants current financials, work-in-progress schedules and a clear picture of your backlog before it raises your bonding capacity. A bank wants much the same before it renews your line. We build those reports every month, not in a panic the week a bid is due. As your part-time CFO, we also walk you through what the numbers say: job margin, overhead, cash on hand, and how much work you can take on before cash gets tight. We keep it short and plain, one page where we can.
- Outsourced bookkeeping built for subs paid in 45 to 60 days
- Retainage and pay application tracking, job by job
- Reports ready for your surety and your bank
- Remote-first, with in-person meetings from our Waco base
- Flat monthly pricing, month to month, no long-term agreement
Outsourced bookkeeping in Dallas–Fort Worth
Our outsourced bookkeeping does the work a full-time bookkeeper would, for a flat monthly fee. Each month we categorize every transaction, reconcile your bank and card accounts, post payroll, and close the books by the 10th. For subs, we also track what makes DFW work different: pay applications billed, retainage held back, and invoices sitting at 45 or 60 days. You see receivables by general contractor, so you know who is late before cash gets tight. Reports come out lender-ready, with a profit and loss, a balance sheet and job-level detail. If you already use cloud bookkeeping software, we work inside it. If not, we set it up. Questions between closes? Call or email us. Plans start at $159/mo, month to month, with no long-term agreement.
Catch-up cleanup for DFW businesses behind one to four years
Busy crews fall behind on their books. It happens when you add a second crew, lose a bookkeeper, or spend a big year just getting jobs done. We catch you up. We start with your bank and card statements, rebuild each month, tie out payroll and loans, and clean up the retainage and open invoices that pile up when nobody is watching. You get the most recent year first, then we work back, up to four years. After cleanup you move into monthly outsourced bookkeeping with the same team, so you do not fall behind again. Cleanup is a flat quote, set after we look at your statements. Send what you have, even if it is a mess. A messy pile is exactly the job.
Tax preparation for DFW contractors and service businesses
Good tax preparation starts with good books, so we do the books first. Once the year is clean, we prepare the return for your business and give you one flat quote before we start. No hourly surprises. For subcontractors the details matter: job costs landing in the right year, retainage tracked clearly, equipment purchases recorded properly, and payroll that ties out. One team on both the books and the return means fewer questions and fewer fixes. We also explain the result in plain language, so you know why the total is what it is. If you are behind, we clean up first, then prepare the return. Read more on our tax preparation page, or send us last year’s return and we will tell you what it takes.
How tax preparation worksPart-time CFO services and job costing for the DFW trade mix
DFW subs run on thin margins and long payment cycles, so a part-time CFO earns the fee. We set up job costing for the trades that drive Metroplex work: framing, drywall, concrete, electrical, mechanical, roofing, painting, site work and landscaping, plus the service and logistics companies around AllianceTexas and across the region. Then we use the numbers. What is your real margin by job? How much bonding capacity do you need, and what does your surety want to see? Can you float a 60-day payment cycle on three jobs at once? We run cash forecasts, set bid targets and meet with you monthly. Part-time CFO services start at $1,325/mo, which costs far less than a full-time hire. Month to month, like everything else we do.
Towns and areas we cover around Dallas–Fort Worth
We serve owners across the Metroplex, remote-first, with in-person meetings available. West and southwest of Fort Worth: Aledo, Azle, Springtown, Burleson, Cleburne, Granbury, Mineral Wells and Stephenville. In the middle: Fort Worth, Arlington, Mansfield and Dallas. North: Denton. South: Waxahachie and Midlothian. DFW is split by I-35E through Dallas and I-35W through Fort Worth, and our home base is about 90 minutes down I-35 in Waco. That distance rarely matters, because statements, receipts and reports move online. If you want a face-to-face meeting, tell us and we will set one up. A lot of DFW subs sit far from the office they work with, since one crew might be in Cleburne, another in Denton, and the owner is driving I-35 in between. Our setup is built for that. You photograph receipts, we match them, and the monthly report shows where each job stands.
Questions owners ask
How much does outsourced bookkeeping cost in DFW?
Outsourced bookkeeping plans start at $159/mo, and part-time CFO services start at $1,325/mo. Your exact price depends on transaction volume, payroll and number of entities. Fees are flat, billed monthly, with no long-term agreement. Catch-up cleanup and tax preparation are quoted separately, once, before we start.
Do you do tax preparation for DFW subcontractors?
Yes. We do the books first, then prepare the return, so job costs, retainage and payroll are right before anything is filed. You get one flat quote up front. Send last year’s return plus your current books or bank statements, and we will tell you what is needed and what it costs.
How far behind is too far?
One to four years behind is normal for us. We start with the most recent year, since that is what your bank and surety ask about first, then work backward. If it is longer than that, send what you have and we will tell you straight what it takes. You get a flat quote before we begin.
Do we meet in person, or is it all remote?
Most DFW clients work with us remotely. We are based in Waco, about 90 minutes down I-35, so we can meet in person in Fort Worth or Dallas when it matters, like a bank meeting or a bonding review. Day to day, a monthly call and a shared folder do the job.
Which trades do you work with in DFW?
Subcontractors and service companies: framing, drywall, concrete, electrical, mechanical, roofing, painting, site work, landscaping and similar. We handle retainage, pay applications and job costing, and we keep reports ready for your surety and bank. If your trade is not on the list, ask us.
What should I send to get a quote?
Send your last 12 months of bank and card statements, your latest tax return if you have one, a payroll report, an aging report if you track one, and the name of your software. For cleanup, tell us how many years are behind. We will come back with a flat quote. Call (254) 556-5277 with questions.
One call. A fixed number. No mystery.
Tell us what you do and how far behind the books are. You’ll have your price this week.