Bookkeeping Services in Plano, TX

    Monthly bookkeeping, reconciliations, and controller-reviewed financial statements for Plano business owners — delivered on a fixed date every month in a QuickBooks Online file you own.

    Book a 20-Minute Financial Alignment CallPlano overview

    What Plano owners are dealing with

    Plano's corporate corridor and the Legacy West area concentrate professional firms, technology companies, and multi-entity owners whose reporting complexity runs well ahead of their headcount.

    What's included

    • Monthly bookkeeping in your own QuickBooks Online file — you keep ownership of the data
    • Bank, credit card, and loan reconciliations every month
    • A documented month-end close with senior review before anything is delivered
    • Financial statements delivered on a defined date each month, not on request
    • Clean-up of prior periods where the historical books need it
    • Direct coordination with your Plano CPA so tax filing works from books that are already right

    Signs it's time

    • Your books close weeks late, or only when the CPA asks for them
    • You can't tell which service lines or jobs are actually profitable
    • Reconciliations are behind, or the balance sheet has amounts nobody can explain
    • You are the backstop for the bookkeeping when something goes wrong

    Questions Plano owners ask

    How much does bookkeeping cost for a Plano small business?

    Most Plano businesses invest $750–$2,500 per month for monthly bookkeeping, with higher tiers adding controller oversight and fractional CFO advisory. Pricing depends on transaction volume, entity count, and how much reporting you need, and we quote a flat monthly fee after a short diagnostic.

    Do you replace my CPA?

    No. We are not a CPA firm and we do not prepare tax returns. We maintain the books and the monthly reporting your CPA works from, and we coordinate with them directly so filing season stops being a scramble.

    Can you clean up books that are behind?

    Yes. Catch-up and clean-up work is a common starting point. We reconcile prior periods, correct the chart of accounts, and document what changed before moving you onto a standard monthly close.

    Do you work with Plano clients remotely?

    Most of the work happens inside your QuickBooks Online file, so remote is the norm. We also meet with Plano clients in person when a review or a handover warrants it.

    Keep reading

    The Aligned Ledger is not a CPA firm and does not provide tax preparation, payroll processing, or attest services.