Small Business Bookkeeping Services in Dallas, TX

Our Services

Extensive Bookkeeping for Dallas, TX

PROLEDGE is the only company you need. Our local bookkeeping services are ideal if you want to keep track of your financial data and need professional help to increase your profitability. We will handle your firm’s ongoing financial data and organize your past ledger to avoid issues with the IRS.

Availability

Our bookkeepers serve the whole Dallas metro area. We can offer professional training services to employees or complete management of your QuickBooks account.

Professionalism

Our services are ideal whether you require short-term projects or complex bookkeeping assignments that need weekly or monthly reports.

Security

Our professional bookkeepers go through extensive checks before tackling your project and are prepared to assist your CPA.

Reliability

Unlike other bookkeepers in Dallas, we guarantee our services with a formal warranty. Moreover, we can work with your employees remotely.

Efficiency

Do you need help with QuickBooks? In that case, our bookkeeping services professionals could relieve the workload on your staff’s shoulders and allow you to innovate.

Diversity

Our company offers various Dallas bookkeeping services, from managing your account payables/receivables and helping with tax preparation to providing audit support

Our Dallas bookkeeping team includes Certified QuickBooks ProAdvisors who can help with QuickBooks setup, cleanup, training, and ongoing bookkeeping support.

Industries We Serve

Bookkeeping for Dallas Businesses Across Different Industries

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Years Of Experience

The Dallas region boasts the fifth-largest metropolitan economy in the United States. This metro area is home to no less than 24 Fortune 500 companies and 49 Fortune 1000 businesses that are active in 32 industries.

Our bookkeeping services can range from simple tasks like managing your QuickBooks data to complex projects that require longer-term collaboration, such as monthly activities and maintaining a bookkeeping workflow. Our prices are unbeatable, and you get our firm’s entire experience and expertise at a fraction of the cost of independent bookkeepers.

Dallas’s business landscape is vast, with the city serving as a hub for construction, real estate, and finance. At Proledge, we provide industry-specific bookkeeping services in Dallas designed to address the financial requirements of businesses in specific industries. We specialize in small to mid-sized businesses and can handle complex bookkeeping operations in:

Experience
99%
Professionalism
100%

Local Expertise

Dallas is a competitive city, and the fiscal landscape for SMEs is constantly changing. More than 4.35 million people are employed across the metro area, and therefore, the local hiring pool is considered more qualified and more varied than what you can find in other parts of the country. Our local bookkeepers' experience can help you keep up with the regional financial environment and avoid issues with the local comptroller.

Cost Effective

Still, if cost-efficiency is a top priority, you will likely benefit more from using outsourced bookkeeping services instead of relying on an internal team. Managing an in-house bookkeeping department can be costly and occasionally frustrating, as you will need to invest time and money in your team’s professional training and cover any miscellaneous expenses associated with the activity of internal workers.

How can we help?

What Our Dallas Bookkeepers Handle

Our team at Proledge provides an extensive range of services to meet the ongoing financial needs of companies active in Dallas.

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QuickBooks Training

QuickBooks training covers the basic functionalities of QuickBooks; we can show you how to reconcile accounts or record income/expenses, and we can assist with generating reports that can later be reviewed by CPAs.

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Bookkeeping and Tax Service

We combine ongoing bookkeeping support with tax-related help, to ensure the accuracy of your current/past financial data and keep your operations within the legal framework supervised by the IRS.

Virtual Bookkeeping Services

Our virtual bookkeepers can manage your financial records, reconcile accounts, track transactions, or generate reports, fully remotely, via electronic solutions, such as QuickBooks.

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Monthly Bookkeeping

We provide your business with recurring, predictable financial management throughout the year. Monthly bookkeeping services can be a way to maintain up-to-date records without risking disruptions in operational efficiency when tax season closes by, and you need time to organize your books.

Bookkeeping for Self-Employed

Our experience can make it easier to separate your personal and business-related finances, and properly prepare yourself for tax reporting.

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Bookkeeping for Startups

Startups are the engine of Dallas’s economy, and local SMEs can use Proledge to set the base for their financial systems and ensure that their ongoing operational data is not disrupted by IRS audits.

Customized Bookkeeping Services

How Our Dallas Bookkeeping Process Works

Initial Assessment

Our team will conduct a full audit of your existing financial records and current bookkeeping practices.

Set Up QuickBooks and Cleanup

We will set up your QuickBooks profile from scratch, clean up your existing records, or start managing your team's previously used digital bookkeeping solution.

Ongoing Records and Reconciliation

Once the system is set up, we will maintain your records, perform regular reconciliations and prepare financial reports for your certified public accountant's review.

Monthly Reporting and CPA Coordination

You will receive monthly financial reports and we will assist your CPA and tax professionals when needed.

PROFESSIONAL SERVICES

Of course, we are always open to collaborating with your existing CPA. CPAs and bookkeepers are not rivals because they offer different services that address diverse needs. PROLEDGE’S staff can collaborate with your CPA and help them establish the financial strategy for your economic success with increased efficiency. If your CPA is from Dallas and you need the services of a bookkeeping firm operating in the area, we are the right fit for you.

Our bookkeeping services experts can communicate with your CPA and provide them with transactional data, information about your accounts payable and accounts receivable, or bank statements. Our company can provide your certified public accountant with ledger reports or various financial statements that will allow them to complete relevant tax reports or conduct a comprehensive analysis of your economic situation. Our services include the preparation of the necessary documents for your tax filings. At the same time, your CPA can identify the potential for your business to benefit from more favorable tax brackets or financial deductions.

OUR TEAM

Our dedicated team is ready to handle all your bookkeeping necessities. Give yourself peace of mind and let our account managers take care of your financial statements.

Patrick Roney

Patrick Roney

President

Mr. Roney joined ProLedge Inc. in 2009 and purchased the company in 2012. His primary focus is to help business owners understand and utilize their financial statements to grow their businesses.

Patrick Roney

President

Courtney Monden

Courtney Monden

Vice President

Courtney joined ProLedge Inc. in 2011 and soon became VP of Operations. She provides administrative, technology, and client related support for the entire Proledge team.

Courtney Monden

Vice President

Cheryl Johnson

Cheryl Johnson

Team Coordinator

Cheryl has been with ProLedge for over 6 years. Prior to joining Proledge, Cheryl held several senior management roles in the areas of Finance/Accounting, HR, and Operations.

Cheryl Johnson

Team Coordinator

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Local Bookkeeping in Dallas,TX

Hiring professional bookkeepers like us is the best way to keep your financial data accurate and out of the eyes of the U.S. IRS. PROLEDGE is a small to mid-sized business bookkeeping professional agency that can reduce the workload on your staff. Moreover, we provide local and remote support and can collaborate with your CPA in all ways that can influence the economic independence of your enterprise.

Get in Touch

    FREQUENTLY ASKED QUESTIONS

    FAQ

    The price of bookkeeping services can vary depending on the business’s characteristics and the specific support required. A full assessment of the prices will be available only after a complete audit of the client’s internal financial operations.

    It depends on the specifics of the business, but outsourced operations can include ongoing financial recordkeeping, accounts payable/receivable management, account reconciliations, and QuickBooks support. 

    Our team specializes in providing remote support to domestic SMEs, but we can also accommodate in-person meetings.

    Of course. We can assist your CPA in any way and collaborate with other tax advisers for operations relevant to keeping your financial information organized.

    Sure. We can provide ongoing QuickBooks support and training, which, in the long term, could represent the foundational groundwork of your own in-house financial recordkeeping team.

    We can. In addition to maintaining an accurate record of your current financial activities, our team will ensure that your past financial books are free of errors that could be identified by the IRS.

    It will depend on the level of engagement your business needs. Our team can provide either ongoing or monthly services.

    We can assist any large operation or SMEs active in the region. We work with companies active in construction, real estate, commerce, non-profits, as well as churches and realtors

    You should look for an agency with industry experience and a team of professional bookkeepers who can coordinate with your CPA and provide accurate financial services and proper account reconciliations.

    What Our Clients Say About ProLedge

    Working with ProLedge means professionalism and dedication. Check out what our clients had to say about our bookkeeping services!

    We have used ProLedge Bookkeeping Services for 4 years now. The professionalism, accuracy and ease of communication has been outstanding. I would suggest Judy and her crew to anyone. Thanks for keeping us straight, compliant and up and running. Dallas Google Review

      Jim Ross
      Jim Ross

      I have had excellent service from Marco Bustamante with ProLedge - he is extremely capable yet patient in explaining QBO's operations and capabilities, always timely and pleasant - 5 Stars Dallas Google Review

        Kenneth Frazier
        Kenneth Frazier

        I have been able to work with Proledge for the past few months and I'm thrilled with the result. Our personal accountant has held my hand through the process of bookkeeping and accounting and is always keen to figure out solutions for me. even when it comes to services that are not included with Proledge, we are guided in the right direction. Dallas Google Review

          Ian Marco Baldwin
          Ian Marco Baldwin

          Very much appreciate the great service I've gotten from my go-to person at ProLedge. Dallas Google Review

            Jackie Gonzalez
            Jackie Gonzalez

            I was a bookkeeper in a past life, but like most business owners didn't have time to keep up with my records. Proledge came in and fixed everything for a fair price. Highly recommend. Dallas Google Review

              Randall “Randy” Sullivan
              Randall “Randy” Sullivan

              Extremely happy with the service we receive from Wendy Cheek at Proledge Bookkeeping Services. Very professional, accurate and timely responses. Makes our life so much easier running our business. Dallas Google Review

                Tim Ifland
                Tim Ifland

                I use Proledge for bookkeeping for my company and I highly recommend them. They are knowledgeable in their field and accommodating to my business needs. A real life saver! Dallas Google Review

                  Wendi Koletar
                  Wendi Koletar

                  OUR BLOG

                  Our blog provides information on the latest bookkeeping news and tips. We always keep this section updated, so check our website regularly!

                  Get In Touch With Proledge

                  You can contact us anytime if you have questions or encounter a problem with your bookkeeping program. We are available for quick calls or online meetings whenever you need QuickBooks support, but we can also book personal training sessions.

                  Our Location

                  Our Dallas Office: 3102 Maple Ave #400, Dallas, TX 75201, United States

                  Serving Dallas and the Surrounding Areas
                  From our Dallas Texas office, we provide professional bookkeeping services to businesses throughout Dallas and nearby communities across Dallas County, Collin County, and the greater Dallas area, including:

                  Irving, Texas
                  Richardson, Texas
                  Addison, Texas
                  Garland, Texas
                  Downtown Dallas, Texas
                  Uptown Dallas, Texas
                  Dallas Design District, Texas
                  North Dallas, Texas
                  Oak Lawn, Dallas, Texas
                  Deep Ellum, Dallas, Texas

                  Phone Number

                  Dallas 214-660-5313 Patrick Roney

                  Business Hours
                  Monday: 9:00 AM – 6:00 PM
                  Tuesday: 9:00 AM – 6:00 PM
                  Wednesday: 9:00 AM – 6:00 PM
                  Thursday: 9:00 AM – 6:00 PM
                  Friday: 9:00 AM – 6:00 PM
                  Saturday: 12:00 PM – 6:00 PM
                  Sunday: Closed