Bookkeeping Company Dallas.Pick a time to talk
Choose a time on the calendar, or send the form if today is not the day to book.
Ask for a time
What the call is for
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The call is a look at where the books stand. Bring the name on the deposit, the last month you believe was closed, and whether payroll is already running. Bring that open month even when the guess is rough.
Picking a time only puts a conversation on the calendar. On that call we can tell you the books are already in good shape, if that is what the months show.
Money for the close changes hands only after a written scope names the work and the fee. Open months, extra bank accounts, and a payroll setup each move that fee.
Choose a time
The calendar opens below this line. If that frame stays blank, reach us by the footer phone or by the form on this page, and this practice still receives your note.
December and the marathon
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The Dallas Marathon is usually run in December, from downtown around White Rock Lake, and we can cheer that course the same way you can. We still close that December against the bank before anyone treats the year as finished.
The return still waits on months that tie to the bank. A race weekend does not close a month. A reconciled December does.
If you book in the fall, there is still time to make a choice that changes the year. If you book in January, the work is the cleanup of what already happened, and then the return.
If you already know the month
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If the last close was this month, the call is short. We will ask whether payroll sits on the company that pays, and whether a sales deposit already splits the state share from the city share and from DART.
If the last close was last year, the call is about cleaning that up before a return is built. You leave with one next step. Bring questions about owner pay and about a large purchase you are still considering. Those choices belong in the talk while the year can still change.
What helps the first close
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Bank access, or the statements if access has to wait. The legal name on the account. The name on the door if it differs. Any payroll provider you already use.
You do not need the books to be current before you book. Telling us they are a year behind is more useful than waiting until they look tidy.
We will leave you with a note of what is still open. That note is the start of the present month. The past gets cleaned up. The months ahead get a plan.
If sales tax is part of the month, have the last filing nearby. We will ask whether the state share, the city share, and DART are already split.
If two names are in play, read both of them to us. The glass can stay friendly. The books will follow the deposit. The call is long enough to tell those apart.
A marathon weekend in December is a fine time to cheer and a poor time to invent a close. If you book before then, the fall months can still change the year. If you book after, we start with the cleanup.
Send a note instead
If the calendar is not the right tool today, say where the books stand and this practice will ring you back.
You will be talking to the Steven Palmieri practice.