CPA Bookkeeping in Allen and DFW
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.
Service Area
Allen, Plano, McKinney, Frisco, Dallas
Monthly Close
Books closed by the 3rd business day starting Month 2
Platform
QuickBooks Online with CPA review and automation support
Monthly books that are current, reviewed, and useful.
The engagement is built around recurring monthly service, not a one-time cleanup. Cleanup and onboarding happen first so the close can run on a repeatable cadence.
See the monthly processMonthly 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
From messy handoffs to a repeatable close.
Local fit check
We confirm the business model, current bookkeeping pain, QuickBooks Online readiness, and whether the DFW service-area model is a match.
Month 1 setup
We connect QuickBooks Online, clean up the starting point, map the monthly workflow, and build automation around recurring transactions and exceptions.
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.
Good fit
- 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
Not a 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
Pricing path and next step.
Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. The free assessment confirms whether your books, workflow, and service needs match the model before you commit.
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.