Bookkeeping Services in Dallas, TX for Small Businesses
Monthly bookkeeping, QuickBooks cleanup, account reconciliation, payroll support, sales tax tracking, and tax-ready reports for Dallas small businesses.
No long-term contracts and quick set-up
Bookkeeping Help for Dallas Small Businesses
Running a business is hard enough without trying to keep up with messy books, missing transactions, unreconciled accounts, or unclear QuickBooks reports. Ortiz Vega Tax and Insurance provides bookkeeping services for Dallas small businesses, including monthly bookkeeping, QuickBooks cleanup, bank and credit card reconciliation, payroll support, sales tax tracking, and tax-ready reports.
We specialize in helping new and growing small businesses:
- Keep clean, audit-ready financial records
- Stay compliant with Texas regulations
- Make smarter financial decisions from day one
You don’t need a big accounting firm, you need the right one.
Our Bookkeeping Services
Simple. Transparent. Built for growth.
Monthly Bookkeeping
Monthly bookkeeping package which can include any of the following services:
- Transaction Categorization
- Bank & Credit Card Reconciliation
- Monthly Financial Reports
- Accounts Payable & Receivable Tracking
- Payroll Support
- Sales Tax Services
- Clean-Up & Catch-Up Services
Monthly Bookkeeping Reports
Get organized monthly bookkeeping reports that show your income, expenses, account balances, and business activity. We help keep your reports clear and tax-ready so you can review your business records without guessing.
- Profit and loss statement
- Balance sheet
- Cash flow summary
- Accounts receivable and accounts payable reports
- Monthly income and expense review
- Sales tax tracking reports
- Tax-ready bookkeeping reports
Catch-up/Clean-up
Clean up your books, fix old errors, reconcile accounts, review uncategorized transactions, and bring your QuickBooks file up to date before tax season or monthly bookkeeping.
- Historical Bookkeeping Catch-Up
- Error Detection & Corrections
- Bank & Credit Card Reconciliation
- Chart of Accounts Cleanup
- Uncategorized Transaction Review
- Rebuilding missing bookkeeping records
- QuickBooks Cleanup (or other software)
Payroll
Processing
Ensure your employees are paid correctly and your business stays compliant without the stress.
- Secure Cloud-Based Systems
- Employee & Contractor Payments
- Payroll Tax Calculations
- Payroll Tax Filings
- Direct Deposit Setup
- W-2s & 1099s Preparation
- Time Tracking Integration
- Payroll Reporting
Sales Tax Tracking & Reporting
Stay Compliant. Avoid Penalties. Simplify Sales Tax.
- Sales Tax Tracking
- Accurate Sales Tax Calculations
- Monthly/Quarterly/Yearly/ Sales Tax Reports
- Sales Tax Filing & Remittance
- Integration with Your Bookkeeping Software
Why Dallas Small Businesses Choose Us
- Bilingual service in English and Spanish
- Monthly bookkeeping and QuickBooks cleanup support
- Help for small businesses, contractors, restaurants, service businesses, and self-employed workers
- Clear bookkeeping reports without confusing jargon
- In-person and online support from our nearby Mesquite office
Who We Work With
- Bookkeeping for Contractors in Dallas
Track job income, materials, subcontractor payments, 1099 workers, insurance costs, and project expenses. - Bookkeeping for Restaurants and Food Businesses
Track sales, merchant deposits, payroll support, vendor payments, tips, and sales tax activity. - Bookkeeping for Service Businesses
Track client payments, recurring expenses, mileage, supplies, payroll support, and monthly reports. - Bookkeeping for Self-Employed Workers
Organize 1099 income, expenses, receipts, mileage, and Schedule C tax records. - Bookkeeping for Family-Owned Businesses
Separate personal and business expenses, organize receipts, track payments to workers or family members, and keep records tax-ready. - Freelancers & solopreneurs
- E-commerce sellers
- Local Dallas entrepreneurs
- Startups & new LLCs
What You Get With Monthly Bookkeeping
- Categorized transactions
- Reconciled bank and credit card accounts
- Organized income and expense records
- Monthly bookkeeping reports
- Sales tax tracking support
- Payroll support when needed
- Cleaner records for tax preparation
Client-Focused Approach
We do more than enter transactions.
We help keep your books organized, review uncategorized activity, reconcile accounts, prepare monthly bookkeeping reports, and keep your records ready for tax filing.
Bookkeeping for Dallas Businesses From Our Nearby Mesquite Office
Ortiz Vega Tax and Insurance is located at 3213 I-30 Suite 202, Mesquite, TX 75150, just east of Dallas. We provide bookkeeping services for Dallas small businesses in person by appointment or online. Spanish-speaking business owners are welcome. Everything can be done remotely through our secure client portal.
Frequently Asked Questions
- How much does bookkeeping cost in Dallas, TX?
Monthly bookkeeping pricing depends on the size of your business, number of transactions, number of accounts, payroll needs, sales tax needs, and whether your books are already up to date. Many small business bookkeeping services start around $300–$800 per month, while more involved bookkeeping with cleanup, payroll support, sales tax tracking, or multiple accounts may cost more. We can review your situation and explain pricing before starting service. - What is included in monthly bookkeeping?
Monthly bookkeeping may include transaction categorization, bank and credit card reconciliation, income and expense tracking, payroll support, sales tax tracking, and monthly bookkeeping reports. The exact services depend on your business needs. - Do you offer QuickBooks cleanup in Dallas?
Yes. We help Dallas small businesses clean up QuickBooks files, fix uncategorized transactions, reconcile accounts, review old entries, and bring bookkeeping records up to date before tax season or ongoing monthly bookkeeping. - Can you help if my books are behind?
Yes. We provide catch-up bookkeeping for businesses that are behind by a few months or even previous years. We can help organize bank statements, credit card activity, receipts, income records, expenses, and QuickBooks transactions. - Do you provide bookkeeping for contractors?
Yes. We help contractors track job income, materials, subcontractor payments, 1099 workers, insurance costs, tools, equipment, mileage, and project-related expenses. Organized bookkeeping can also help contractors prepare for taxes and insurance documentation. - Do you provide bookkeeping for restaurants and food businesses?
Yes. We help restaurants and food businesses organize sales, merchant deposits, payroll support, vendor payments, tips, food costs, supplies, and sales tax activity. We can help keep records cleaner for monthly review and tax preparation. - Do you provide bookkeeping for service businesses?
Yes. We help service businesses track client payments, recurring expenses, supplies, mileage, payroll support, contractor payments, and monthly income and expense records. This can include cleaning companies, repair businesses, beauty professionals, consultants, and other local service providers. - Can you help track sales tax?
Yes. We can help organize sales records and track sales tax activity for businesses that need sales tax reporting support. This can help keep records more organized for filing and review. - Do you offer payroll support?
Yes. We can provide payroll support as part of bookkeeping services. This may include organizing payroll records, tracking payroll expenses, helping with payroll reports, and keeping payroll-related information organized for tax preparation. - Can bookkeeping be done online?
Yes. All bookkeeping services can be handled online using our secure client portal, bank statements, QuickBooks access, and digital communication. In-person appointments may also be available through our nearby office. - Do you offer bilingual bookkeeping services?
Yes. We provides bilingual bookkeeping support in English and Spanish. We help Dallas small business owners understand their bookkeeping records clearly. - Where are you located?
Ortiz Vega Tax and Insurance is located at 3213 I-30 Suite 202, Mesquite, TX 75150, just east of Dallas. We provide bookkeeping services for Dallas small businesses in person by appointment or online. Everything can be done remotely through our secure client portal.
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Mesquite, TX Bookkeeping
We provide bookkeeping services in Dallas, TX, helping small businesses stay organized and profitable.
New clients receive 20% discount on first month.
Get Your Books on Track Today