Payroll taken off your plate
We process pay runs, capture every withholding, and prepare quarterlies so you never worry about due dates or tax deposits.
Bookkeeping services
Flat-rate bookkeeping that keeps North Texas businesses audit ready.
We transform the legacy bookkeeping lessons from our original site into a modern plan for payroll, receivables, and cash-flow control—so you can focus on sales instead of spreadsheets.
Payroll and compliance
Receivables and payables
Cash-flow visibility
Quarterly tax support
Core coverage
Everything your books need—all under one monthly plan
This summary carries over the practical advice from our legacy bookkeeping page, updated for today’s expectations around automation, documentation, and proactive tax planning.
Receivables and payables managed
Every invoice, vendor bill, and expense claim is logged, categorized, and reconciled so cash flow stays predictable.
Cash insight every month
Monthly statements and KPI snapshots highlight where you earn, where you spend, and how to prepare for taxes or growth.
Support for filings and lenders
We package records for tax prep, SBA applications, and financing reviews so your documentation is ready on demand.
Readiness checklist
What to gather before onboarding bookkeeping
Print or bookmark these steps—most come straight from the original Bookkeeping page, translated into a modern workflow.
Payroll and people
- W-4 and I-9 forms for every employee plus contractor W-9s on file.
- Recent payroll reports showing gross pay, taxes remitted, and benefit deductions.
- State and federal account numbers and deposit schedules.
Banking and sales
- Last three months of bank and credit card statements for business accounts only.
- List of merchant processors, point-of-sale systems, or ecommerce platforms you use.
- Outstanding customer invoices with issue dates and payment terms.
Vendors and expenses
- Accounts payable aging detail and any recurring vendor agreements.
- Receipts for large equipment, leasehold improvements, or inventory purchases.
- Loan schedules showing balances, interest rates, and payment amounts.
Policies and technology
- Preferred accounting platform credentials or a note if you need us to supply the software.
- Internal approval processes for spending, reimbursements, and expense limits.
- Any industry compliance requirements (HIPAA, PCI, trust accounts) that affect bookkeeping.
Why it matters
Legacy lessons that still guide our bookkeeping practice
These takeaways echo the original Homestead content, refreshed to match 2025 expectations and technology.
Time back for owners
Outsourcing repetitive bookkeeping frees leaders to focus on clients, staff, and growth instead of chasing receipts.
Accuracy prevents penalties
Clean ledgers and payroll records mean fewer surprises when the IRS or Texas Workforce Commission reviews your numbers.
Data to make decisions
We produce reliable financials every month so you can track margins, gauge hiring needs, and plan capital purchases.
Audit-ready documentation
Every transaction, from vendor bills to tax deposits, is filed with supporting proof, mirroring the meticulous approach promoted in the legacy page.
Let’s talk
Set up bookkeeping that scales with your business
Call, email, or stop by the Lewisville office so we can tailor a plan around your current systems, payroll cadence, and goals.
Visit or call
Phone
Office
150 W Main St. Suite 2A
Lewisville, Texas 75057
Email
We serve clients across Dallas-Fort Worth with virtual and in-person meetings. Se Habla Español.
Bring these to your consult
- Recent financial statements or bookkeeping exports
- Payroll provider reports and tax notices
- List of accounting pain points or backlog items
- Goals for growth, lending, or tax savings