One dedicated bookkeeper or a bookkeeping team with senior review? Continuity, quality control, depth of skills, communication and cost compared, with questions to ask any provider.
Reconciled books do not always show which services, clients or jobs make money. How Dallas service owners find their real margins by assigning labor and direct costs, and which reports show it.
How a local Dallas-Fort Worth bookkeeping team compares with a national online bookkeeping platform: who does the work, review, continuity, meetings, data access and price, plus a checklist of questions.
What has to change in the books, the reporting and the financial leadership as a Dallas service business approaches and passes $1 million a year, and how to match support to your stage.
The monthly reports a business owner should get from a bookkeeper, what each one tells you, the signs a report package is weak, and a simple monthly review routine.
What a bookkeeper does, what a CPA does, how to tell which one you are missing, and how the two should hand off work all year so tax season is not a scramble.
What a 13-week cash flow forecast includes, a worked example, how to build and update it weekly, and when a Dallas business needs one.
How Dallas consulting firms, agencies and IT service companies can see margin by client and project: what to code, which numbers to watch, and how to start.
Why a profitable Dallas business can still run short on cash, which report shows where the money went, and what a useful monthly package includes.
A dated October-to-January year-end bookkeeping checklist for Dallas owners, with the Texas-specific items and the document list your CPA needs in January.
