This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Dallas, TX. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
By The Books #
Website: https://www.bythebooks.biz
Phone: 682-220-9288
By The Books is a bookkeeping practice that offers virtual services to small businesses, entrepreneurs, ministries, nonprofits, and sole proprietors. According to its website, the firm is located at 1200 Arrow Park Way, Arlington, TX 76005, which places its office in Arlington rather than in Dallas itself. Because the firm describes its bookkeeping as virtual, it works with clients remotely rather than from a dedicated Dallas location. Businesses in the Dallas area that are open to a virtual arrangement would be served from the firm’s Arlington base.
The firm states that it believes providing small businesses with a clear financial picture, based on accurate and up to date bookkeeping and financial analysis, is fundamental to a strong business. Its stated focus is on delivering reliable and efficient financial services that support the financial health and efficiency of each client’s operation. The website describes the team as dedicated to producing high quality results.
By The Books groups its work into several service areas. The bookkeeping service involves conducting financial evaluations to assess the condition of a business’s financial infrastructure and to identify bookkeeping or accounting requirements, with the goal of addressing financial issues before they create larger problems. The analysis and advisory service covers financial reporting, budgeting, and general financial analysis. The payroll service handles payroll processing, tax filings, and compliance needs, with an emphasis on minimizing errors and meeting regulatory requirements. The firm also offers company formation support, handling filings for entities that range from LLCs to S corporations. In addition, the website mentions QuickBooks account cleanup as part of its offering.
The range of clients By The Books reports serving spans nonprofits, churches, ministries, construction, tech services, medical practices, legal practices, real estate, personal care services, CPA offices, and small to medium sized businesses. The website also lists home services and financial brokers among the groups it serves. This breadth indicates that the practice works with trades and contracting businesses alongside other sectors, and several of the testimonials on the site come from clients in fields such as electrical work and fitness operations.
The website lists a team that includes Sara Wolfe and Scott Wolfe as owners, Tony Gibson identified as CPA and EA, Amber Shaffer as Director of Operations, and several bookkeepers including Lisa Williams, Amanda Parker, Mary Ann McKee, Jason Dunbar, and Leslie Renaud. The firm presents a number of client testimonials covering nonprofit bookkeeping, church finances, business cleanup work, and ongoing monthly support, and it notes that clients can view its Google reviews directly. Several of the comments describe the firm setting up books for newly opened businesses, cleaning up records that had accumulated problems over time, and keeping clients informed about changes to tax laws and financial policies. Others reference the firm’s responsiveness, with one client noting the ability to reach the team directly by phone, and several describe multi year relationships in which the firm has handled bookkeeping for the same business over several years.
The website also describes the contact process for prospective clients. It explains that visitors can submit a form with their name, phone number, email, and a message, after which a member of the team will be in touch. The firm includes a notice about message frequency and the option to opt out of text messages, and it offers a newsletter that visitors can subscribe to for updates, news, and information.
By The Books states that it is committed to clear, reliable, and professional service with integrity, honest communication, quality work, and attention to detail. The firm says its goal is to build lasting relationships by serving clients with transparency and respect. For businesses considering its services, the contact information on the website lists the Arlington office address, the phone number 682-220-9288, and the email Info@ByTheBooks.biz. The practice frames its offering primarily around virtual bookkeeping, financial analysis, accounting, and payroll for smaller organizations, and it positions company formation and QuickBooks cleanup as complementary services for businesses that are starting out or that need their records brought up to date. Prospective clients in Dallas should note that the firm operates from Arlington and delivers its services on a virtual basis rather than from an office within the city.
Jesse S. Romero, CPA, P.C. #
Website: https://www.romerocpafirm.com
Phone: 214-393-4490
Jesse S. Romero, CPA, P.C. is a CPA firm located in Dallas, Texas, with an office at 12801 N Central Expy Suite 1220, Dallas, TX 75243. The firm describes itself as a local Dallas CPA firm and business advisor that serves the accounting, bookkeeping, and tax needs of a wide variety of small businesses throughout the Dallas area. The website notes that the firm offers bilingual accounting services in Spanish, indicating that it can work with Spanish speaking clients.
The firm presents its approach as one that looks beyond the numbers to understand each client’s individual goals and business objectives, then develops tax planning strategies, simplified accounting processes, and reporting intended to help clients reach those goals. According to its website, the firm works with individuals and many kinds of small businesses, handling both ongoing accounting work and individual tax preparation, as well as resolving existing tax problems.
A significant portion of the firm’s website is devoted to construction accounting. The firm states that controlling costs is a constant challenge for construction businesses that want to remain competitive, and it positions itself as experienced in the various facets of construction accounting. It reports working with home builders, painters, plumbers, electricians, HVAC companies, and other small contractors. For these clients, the firm describes helping manage cash flow through job costing reports and weekly statements, and developing tax planning strategies aimed at reducing tax liability. The construction accounting services listed include outsourced accounting, small business accounting, bookkeeping, strategic tax planning, tax preparation, payroll, operational reviews and assessments, benchmarking analysis, business valuations, internal controls and reporting, job estimating and costing, bonding advisory services, overhead rates and allocations, cash flow analysis, and QuickBooks support.
Beyond construction, the website outlines a broad menu of services. These include small business accounting, tax services, incorporation, QuickBooks services, outsourced accounting, IRS problem resolution, payroll services, individual finances, and wealth management. The firm states that it keeps up with revisions to the tax laws so it can provide current tax strategies for business clients, and it offers business tax preparation as part of its work. It also notes that clients can outsource all of their accounting and tax functions or keep some functions in house, in which case the firm can provide ongoing QuickBooks support and review QuickBooks files at regular intervals to confirm that the data is accurate.
The industries the firm identifies on its website include automotive, construction, medical practices, real estate, and transportation, and it offers a broader page covering all industries served. The firm explains that by specializing its services, it aims to provide accounting work that is relevant to each particular type of business. It also offers financial planning among its service categories.
The firm’s website also emphasizes its reporting and planning work for business clients. It describes partnering with business owners to develop tax planning strategies, simplified accounting processes, and reliable reporting, and it states that the firm works to deliver accounting and bookkeeping services that save clients time and resources. For business tax preparation, the website explains that the firm keeps up with changes in the tax laws and looks for ways to help business clients retain more of their earnings. The firm frames itself as a local Dallas accountant that stays current on tax code revisions so it can offer relevant strategies.
The website provides several client tools and portals, including a payroll login, a QuickBooks login, a secure file sharing tool for sending files to the firm, a client tax portal, a tax status checker, and an online payment option. The firm offers an initial consultation to individuals and businesses and invites prospective clients to request a consultation to learn more about how it can assist with taxes and accounting functions. The website also includes a newsletter sign up that delivers tips, tax due dates, and tax strategies. The contact details listed on the website are the Dallas office address, the phone number 214-393-4490, and a request a consultation option. For Dallas area businesses, particularly those in construction and related trades, as well as individuals seeking tax preparation and bilingual support, the firm presents itself as a local resource for accounting, bookkeeping, and tax services.
Michael P. Bruce, CPA, PC #
Website: https://michaelpbrucecpa.com
Phone: (972) 386-6991
Michael P. Bruce, CPA, PC is an accounting firm based in Dallas, Texas, with an office at 12201 Merit Dr Ste 430, Dallas, TX 75251. The website describes the practice as a full service accounting firm dedicated to providing clients with personalized services and guidance across a wide range of financial and business needs. The firm also notes that it can serve as a referral source for financial, legal, and insurance requirements. Contact details on the website include the Dallas address, the phone number (972) 386-6991, a fax number, and the email mike@michaelpbrucecpa.com.
The firm organizes its work into services for individuals, business services, tax services, tax relief, and QuickBooks services. For individuals, the website lists personal financial planning, retirement planning, estate planning, elder care, and wealth management. The business services include small business accounting, bookkeeping services, payroll, part time CFO services, audits, reviews and compilations, forensic accounting, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, succession planning, new business formation, services for nonprofit organizations, internal controls, and litigation support.
The tax services cover individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, and cryptocurrency accounting services. The firm also offers a detailed set of tax relief services, including IRS audit representation, handling of non filed tax returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, and seizures, IRS payment plans, offers in compromise, bankruptcy related matters, innocent spouse relief, and obtaining a client’s IRS file. For QuickBooks, the website lists setup, training, answers to questions, and a tune up service.
The website includes a dedicated page on construction accounting. The firm states that the construction industry faces a unique set of challenges, including insurance and bonding requirements, labor issues, and a competitive bidding process that varies from contract to contract. It indicates that it works with construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction related trades. The firm reports that it stays current on tax law changes affecting the construction industry and maintains relationships with third party professionals such as real estate professionals, attorneys, and bankers, and that it prepares financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. The construction accounting services it lists include financial statements through reviews, compilations, and audits, financial reporting systems review and implementation, review of internal project controls, contractor dispute resolution, construction audits, tax return preparation, payroll, and business valuation and succession planning.
In addition to construction, the firm identifies several other industries it serves, including dentists, healthcare, hospitality, law firms, manufacturers, and real estate. The website explains that the firm aims to understand how each client’s business operates so that it can provide specialized accounting services suited to that business.
The website addresses common client situations through a set of frequently asked questions, covering disorganized books, the time demands of managing payroll, getting more value from QuickBooks, correcting tax mistakes, and planning a family’s financial future. For each, the firm describes a corresponding service, such as taking over bookkeeping, providing payroll solutions, offering QuickBooks assistance, resolving tax problems, and delivering one on one financial guidance.
The firm also provides resources on its website, including financial calculators, internet links, a newsletter, and a tax center with tools such as refund tracking, tax due dates, tax rates, IRS forms and publications, a record retention guide, and state tax forms. The website offers a free consultation to determine how the firm can serve a prospective client. For businesses and individuals in the Dallas area, including those in construction and related trades, the firm presents itself as a local full service accounting, tax, and advisory resource.
Stream #
Website: https://streamtaxes.com
Phone: (972) 445-9440
Stream, which presents itself on its website as Stream Construction Accounting, is a bookkeeping and tax practice that works exclusively with contractors. According to its website, the firm is based in Rockwall, TX, and helps contractors across Dallas, the greater DFW metroplex, the rest of Texas, and nationwide. Because the firm is located in Rockwall rather than in Dallas and supports clients through secure cloud based tools, it serves Dallas area contractors on a remote basis rather than from an office within the city. The website states that the firm was founded by a contractor and a CPA, and it describes a CPA led team that specializes in construction bookkeeping and contractor tax services. The firm notes that it does not provide audit, review, or other attest services.
The firm’s stated focus is contractor accounting. It describes expertise in job costing, retainage, progress billing, work in progress schedules, and subcontractor payments, and it works with roofing contractors, plumbing companies, remodelers, HVAC businesses, builders, general contractors, and specialty trade contractors. For each trade, the website outlines a particular concern: roofing work tied to insurance claims, plumbing cash flow through seasonal fluctuations, remodeling change orders and variable costs, HVAC residential and commercial work, and complex project accounting for builders and general contractors.
Stream offers monthly bookkeeping and tax preparation as its core services. The firm describes delivering books that are closed and reports that arrive on time each month, with every transaction categorized so that clients have confidence in their numbers. It emphasizes keeping clients tax ready throughout the year to avoid a last minute scramble. The website also describes the firm as handling monthly accounting, tax advice, and tax filing under one roof, with a single dedicated team and one point of contact. The firm states that it answers calls and returns messages promptly. Among the specific construction accounting topics it lists are job costing and tracking by project, equipment and vehicle depreciation, mileage deductions and reimbursements, progress billing and retainage tracking, and subcontractor payments with 1099 compliance.
The firm indicates that it can help contractors who have fallen behind on their books or who are dealing with a mess left by a previous bookkeeper. It describes cleaning up past months, organizing transactions, and delivering tax ready reports. The website states that the firm works directly inside a client’s QuickBooks Online account and can help set up QuickBooks Online for those who do not already use it. It also notes that it works with other contractor friendly apps and can assist clients who are transitioning from spreadsheets or a different system.
The website addresses common questions through a set of answers. The firm states that it works with contractors throughout the United States, not only in Texas, and that it does not require long term contracts. It confirms that it handles bookkeeping, payroll, job costing, and tax filing together, and that it works with both solo contractors and larger companies running multiple crews. The firm describes providing regular updates and year round support, and it offers a free consultation as a starting point.
The website also presents contractor focused tax content, including material on how an S corporation election can affect a construction company, a comparison of the standard mileage deduction against actual auto expenses, and a discussion of how a bookkeeper without construction specialization can cost a business tax savings. Business hours listed on the website are Monday through Thursday from 9:00 AM to 5:00 PM Central time and Friday from 9:00 AM to 2:00 PM Central time, and the contact phone number is (972) 445-9440. The firm also advises against sending sensitive information through the contact forms on its website because that data is not encrypted. For contractors in the Dallas area, Stream offers contractor specific bookkeeping and tax services delivered remotely from its Rockwall base.