---
title: "CPA Bookkeeping in Allen and DFW"
url: "https://atkinscpafirm.com/dfw-cpa-bookkeeping/"
description: "Allen-based CPA bookkeeping for DFW service businesses on QuickBooks Online. Monthly reconciliations, CPA review, financial reporting, and no tax prep."
---

# CPA Bookkeeping in Allen and DFW

## Quick Answer

Atkins CPA provides Allen-based, virtual-first CPA bookkeeping for DFW service businesses that want QuickBooks Online cleaned up, reconciled, reviewed, and closed every month. You get monthly bank reconciliation, financial reporting, CPA review, and books closed by the 3rd business day starting Month 2. We do not prepare tax returns, audits, attest, or assurance work.

## What Is Included

- Monthly bookkeeping on QuickBooks Online
- Bank and credit card reconciliations
- CPA-reviewed monthly close
- Financial reporting with a monthly walkthrough
- Books closed by the 3rd business day starting Month 2
- Automation workflows that keep the books current during the month

## Service Area

Allen, Plano, McKinney, Frisco, Dallas

## Who It Fits

- Service businesses in Allen, Plano, McKinney, Frisco, Dallas, and the wider DFW area
- Owners who want CPA-reviewed books instead of a basic transaction recorder
- Teams already on QuickBooks Online or ready to migrate to it
- Businesses that need recurring monthly close discipline and clear financial reporting

## Who It Does Not Fit

- Tax preparation, tax filing, audit, attest, or assurance engagements
- Cash-only or paper-receipt operations that cannot support a digital monthly workflow
- Inventory-heavy retail, restaurants, construction WIP, or complex multi-entity groups
- Businesses that want annual cleanup only without an ongoing monthly close process

## Monthly Workflow

### 1. Local fit check

We confirm the business model, current bookkeeping pain, QuickBooks Online readiness, and whether the DFW service-area model is a match.

### 2. Month 1 setup

We connect QuickBooks Online, clean up the starting point, map the monthly workflow, and build automation around recurring transactions and exceptions.

### 3. Month 2 and forward

Automation handles the volume, Hunter reviews the close, and your financial reports are ready by the 3rd business day or that month is free.

## Pricing Path

Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. Start with a free assessment so Hunter can confirm fit, QuickBooks Online readiness, and what needs to happen in Month 1.

## Related Pages

- [QuickBooks Online bookkeeping services](https://atkinscpafirm.com/quickbooks-online-bookkeeping/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [How we work](https://atkinscpafirm.com/how-we-work/)
- [Free assessment](https://atkinscpafirm.com/free-assessment/)

## Frequently Asked Questions

**Do you only work with businesses in Allen?**

No. Atkins CPA is based in Allen, TX and works virtually with service businesses across Allen, Plano, McKinney, Frisco, Dallas, and the broader DFW area.

**What makes this CPA bookkeeping instead of standard bookkeeping?**

The monthly close includes CPA review, financial reporting, and a walkthrough of what the numbers mean. Automation handles repeatable work, but Hunter Atkins, CPA reviews the close before it goes out.

**Do you prepare business tax returns?**

No. Atkins CPA does not prepare tax returns and does not perform audit, attest, or assurance work. The focus is monthly bookkeeping, client accounting services, QuickBooks Online, reconciliation, and reporting.

**How soon are the books closed each month?**

Starting Month 2, books are closed by the 3rd business day of the month. If Atkins CPA misses that deadline, that month's fee is waived.

## Get Started

- [Free Assessment](https://atkinscpafirm.com/free-assessment/)
- [How We Work](https://atkinscpafirm.com/how-we-work/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [Book a 15-minute call](https://calendly.com/atkinscpa/fitcall)