Quick Comparison
| Firm | Credentials | Focus |
|---|---|---|
| Bookkeeping Services of Plano | Certified QuickBooks ProAdvisor Elite; BBB A-plus rating; founder-owned LLC operating since 1994 with 30-plus years of small business work. | North Dallas and Plano corridor small businesses needing combined bookkeeping, payroll, and corporate tax preparation under one named owner. |
| Jones Square Financial Services | Director of Bookkeeping is a QuickBooks ProAdvisor since 2008; team carries 100-plus years of combined accounting experience under independent ownership. | Plano and Dallas-Fort Worth small businesses wanting outsourced bookkeeping, fractional CFO support, and job costing for service trades. |
| Bookkeeper Lady DFW | QuickBooks Certified ProAdvisor, AIPB Certified Bookkeeper, American Institute of Professional Bookkeepers member, Master of Accounting and Finance. | North suburban DFW boutique clients in real estate, construction, dental, medical, and trades wanting a single owner-led bookkeeper. |
1. Bookkeeping Services of Plano
- Address: 3423 Trinity Mills Rd, Suite 500, Dallas, TX 75287
- Phone: (214) 728-7426
- Founder / Owner: Stella G. Strange, CEO
- Operating Since: 1994 (32 years)
- Credentials: Certified QuickBooks ProAdvisor Elite, BBB Accredited with A-plus rating
- Service area: North Dallas, Plano, McKinney, Frisco, and surrounding DFW suburbs
- Industries served: Medical practices, construction, retail, transportation, professional services, and small business owners across mixed sectors
- Website: bookkeepingplano.com
Three-Decade Owner-Led Practice
Stella Strange started the firm on 1 January 1994 with a single client and shared office space. The practice has since grown into three offices and continues to operate under the same founder rather than passing through ownership turnover. That continuity matters for clients who want to keep the same point of contact across multi-year engagements.
Combined Bookkeeping, Payroll, and Tax Filings
The firm runs day-to-day QuickBooks bookkeeping, processes payroll alongside quarterly federal returns, and prepares corporate tax filings and LLC formations. Owners who want one operator handling monthly books plus year-end filings can stay inside one engagement rather than splitting work across separate bookkeeping and tax vendors.
IRS and State Agency Track Record
Three decades of work has produced direct experience with IRS, Texas Comptroller of Public Accounts, and local taxing authority correspondence. Notices, audits, and back-filing situations are handled in-house rather than referred out, which keeps the case file with the people who already know the client’s records.
North Dallas Office Access
The Trinity Mills office sits in the 75287 corridor near the Dallas and Carrollton border, within easy reach of Plano, Frisco, Addison, and Far North Dallas clients. In-person meetings remain available alongside remote engagements for owners outside the immediate area.
2. Jones Square Financial Services
- Address: 6205 Chapel Hill Blvd, Suite 200, Plano, TX 75093
- Phone: (972) 378-7360
- Founder / Owner: Mike Perkins, CEO; Dorothy Freeman, Director of Bookkeeping
- Operating Since: 1993 (33 years)
- Credentials: Director of Bookkeeping is a QuickBooks ProAdvisor since 2008; team includes senior accountants with 25-plus years of experience
- Service area: Plano, Dallas, Fort Worth, Arlington, Coppell, Irving, McKinney, Frisco, Denton, Richardson, Lewisville, plus remote nationwide
- Industries served: Service trades, plumbing, real estate, electrical, property management, plus general small businesses
- Website: jones-square.com
Independent Plano Firm Since 1993
The practice opened in 1993 to address a recurring problem: small business owners did not have time or in-house staff to keep their back office current. More than three decades later, the company remains independent and Plano-based rather than rolled into a national platform. Mike Perkins runs the shop as CEO with prior experience as CFO across more than 20 operating companies.
QuickBooks Bookkeeping With Fractional CFO Layer
Standard engagements cover bookkeeping, payroll management, accounts payable and receivable, invoicing, bank and credit card reconciliations, sales tax reporting, and monthly financial reporting. Owners who outgrow basic books can add fractional CFO services and job costing without changing providers, which is useful for service-trade operators who need labor and material cost analysis on each project.
Director-Level Bookkeeping Continuity
Dorothy Freeman has held QuickBooks ProAdvisor status since 2008 and serves as Director of Bookkeeping. Her tenure and the team’s combined experience mean clients are not assigned a rotating junior bookkeeper. Senior Accountant Ana De Assuncao adds 25-plus years of accounting work, and the practice publishes named team profiles rather than routing inquiries through a generic queue.
DFW Plus Remote Engagement Model
Local engagements run across the Dallas-Fort Worth metro from Denton to Arlington, with onsite work where it makes sense. The firm also runs virtual outsourced bookkeeping nationwide for clients outside DFW, with engagements typically starting at $500 per month and customized to transaction volume.
3. Bookkeeper Lady DFW
- Address: 2720 Country Club Rd, Lucas, TX 75002
- Phone: (469) 623-3543
- Founder / Owner: Nataliia Sedletsky
- Operating Since: 20-plus years of practice in the DFW area
- Credentials: QuickBooks Certified ProAdvisor, AIPB Certified Bookkeeper, American Institute of Professional Bookkeepers member, Master Degree in Accounting and Finance
- Service area: Lucas, Plano, Allen, McKinney, Frisco, Prosper, Melissa, plus other DFW north suburbs and remote clients
- Industries served: Real estate, construction, automotive, technology, dental, medical, manufacturing, wholesale and distribution, retail, restaurants, and professional services
- Website: bookkeeperladydfw.com
Boutique Owner-Operator Bookkeeping
Nataliia Sedletsky runs the firm as an independent business owner rather than a managed team of staff bookkeepers. Clients deal directly with her on setup, monthly close, payroll, and reporting questions. The boutique structure suits owners who want to know the person posting their entries rather than working through an account manager and a separate offshore production team.
AIPB Certification Layered on QuickBooks ProAdvisor
The firm carries QuickBooks Certified ProAdvisor status alongside AIPB Certified Bookkeeper credentials and full membership in the American Institute of Professional Bookkeepers. AIPB certification requires passing a four-part national exam, agreeing to a code of ethics, and completing continuing education, which adds an independent professional layer on top of the QuickBooks credential.
Multi-Industry Chart of Accounts Experience
Active client work spans real estate operators, construction trades, automotive shops, dental and medical practices, manufacturers, wholesalers, retailers, restaurants, and professional service firms. Each of those industries uses a distinct chart of accounts and reporting cadence. The breadth means a new client in a familiar sector usually does not require a from-scratch chart build during onboarding.
North Suburban DFW Coverage With Remote Add-On
Onsite work concentrates on the north suburbs from Lucas through Plano, Allen, McKinney, Frisco, Prosper, and Melissa. Remote engagements extend the practice to other DFW areas and out-of-state clients who want a named US-based bookkeeper. Catch-up and cleanup projects sit alongside ongoing monthly engagements for owners who have fallen behind on reconciliations.
Reference Notes
Dallas anchors the second-largest metro economy in Texas, with a deep small business layer across professional services, construction trades, real estate, medical practices, retail, restaurants, and technology. The metro extends north through Plano, Frisco, McKinney, Allen, Prosper, and Lucas, where much of the small business growth and bookkeeping demand has shifted in the last decade. Independent bookkeepers in those zip codes serve owners who prefer a named local operator over routing work to a national platform.
Texas has no state income tax, but bookkeepers in Dallas still work around the Texas franchise tax administered by the Texas Comptroller of Public Accounts, state and local sales and use tax, and unemployment tax through the Texas Workforce Commission. Federal payroll filings (Form 941, Form 940, W-2 and 1099 issuance) layer on top. Bookkeepers do not prepare income tax returns, but the general ledger work flows directly into franchise tax public information reports and the year-end packages CPAs need for federal filings.
The three firms above are independent and owner-led, hold active QuickBooks ProAdvisor status, and have operated in Dallas-Fort Worth for two decades or more. National rollups and venture-backed bookkeeping platforms were excluded regardless of ProAdvisor coverage, because their delivery model routes engagements to pooled remote staff rather than a named local owner working out of a Dallas-area office.
Selection Methodology
Firms were evaluated against four criteria. First, the company must be independent, family-owned, or founder-led, with the named owner still active in client work. Second, the shop must hold current QuickBooks ProAdvisor certification, verified against the Intuit Find-a-ProAdvisor directory or the practice’s own credential disclosure. Third, the firm must show a minimum of five years of continuous operation under current ownership; the firms profiled here all clear two decades. Fourth, a Better Business Bureau listing in good standing was treated as a positive signal where available.
National rollups and platform players were excluded by name, including Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant. Pure CPA firms whose primary offering is income tax preparation rather than ongoing bookkeeping were also excluded, even when those firms list ProAdvisor status, because the engagement model and pricing structure differ from a dedicated bookkeeping practice.
Frequently Asked Questions
How do I verify a Dallas bookkeeper’s credentials?
Search the Intuit Find-a-ProAdvisor directory at proadvisor.intuit.com using the bookkeeper’s name or city to confirm active QuickBooks ProAdvisor certification and the specific certifications held (QuickBooks Online, QuickBooks Desktop, Advanced, Payroll). Cross-check the Better Business Bureau profile for accreditation status, complaint history, and years in business. For Texas business registration, look up the company name through the Texas Comptroller’s Taxable Entity Search and the Texas Secretary of State’s SOSDirect system to confirm the entity is active and in good standing. Ask the bookkeeper directly for proof of professional liability or errors-and-omissions coverage before signing.
What credentials should a Dallas bookkeeper hold?
At a minimum, a working Dallas bookkeeper should hold current QuickBooks ProAdvisor certification, since QuickBooks dominates the small business market across Texas. Many stronger bookkeepers also carry the AIPB Certified Bookkeeper designation or the NACPB Certified Public Bookkeeper credential, both of which require a national exam and continuing education. For payroll-heavy clients, certification in a payroll platform such as Gusto Partner or QuickBooks Payroll adds value. Texas does not license bookkeepers at the state level, so credentialing is the primary signal owners can rely on for professional verification.
How can I tell if a Dallas bookkeeper is independent versus a national rollup?
Check the website footer for a single physical Dallas-area address rather than a generic national headquarters. Confirm that the founder or named owner is reachable by phone and listed on the ProAdvisor directory under the local firm name. Look for community signals such as Dallas Regional Chamber, Plano Chamber of Commerce, Frisco Chamber, or AIPB chapter involvement. National rollups typically route phone calls through a central queue, assign clients to whichever remote bookkeeper is available, and do not name a local owner on engagement letters.
When should a Dallas business hire a bookkeeper versus a CPA?
Hire a bookkeeper for ongoing transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll processing, sales tax filings, and monthly financial statement preparation. Hire a CPA for federal income tax return preparation, Texas franchise tax filings beyond the basic public information report, IRS audit representation, complex entity structuring, and year-end tax planning. Most small Dallas businesses need both: a bookkeeper running the books month to month, and a CPA pulling those clean books into annual filings and strategic tax work. Using a bookkeeper for income tax filing or a CPA for daily transaction entry usually costs more and produces worse results than the proper division of labor.
Editorial Note
This directory was researched and published on 11 May 2026. Firm details, including address, phone, ownership, year founded, and credentials, were verified against firm websites, the Better Business Bureau, the Intuit Find-a-ProAdvisor directory, and other public business records at the time of writing. Operating details can change. Confirm current address, phone, and credential status with each firm directly before engagement.