Bookkeeping Services
Reilly Konan Financial provides monthly bookkeeping services in Dallas, TX for service-based businesses that need cleaner books, clearer reporting, and a more reliable way to track cash flow, profitability, and performance.
Services
Financial Clarity Starts With Better Bookkeeping
Your bookkeeping should not just tell you what happened last month. It should help you understand where your business stands right now, what needs attention, and what decisions you can make with more confidence.
Reilly Konan Financial helps service-based businesses move beyond scattered spreadsheets, delayed reports, and unclear numbers. We combine accurate bookkeeping, streamlined workflows, and practical reporting so you can get the clarity you need without becoming a finance expert.
Whether your books are current, messy, behind, or ready for a more efficient system, we can help.
Our Bookkeeping Services
Recurring Bookkeeping Services
Keep your books clean, current, and ready for better decisions with ongoing bookkeeping support. We help organize transactions, reconcile accounts, maintain accurate records, and provide reporting that shows how your business is performing.
This service may include:
- Monthly, quarterly, or annual bookkeeping
- Bank and credit card reconciliations
- Transaction categorization
- Account review and organization
- Financial statement preparation
- Profit and loss reporting
- Balance sheet reporting
- Cash flow visibility
- Tax-ready financial records
- Ongoing bookkeeping support
Financial Systems & Bookkeeping Automation
Build a cleaner, faster, more efficient way to manage the financial side of your business. Reilly Konan Financial helps simplify and improve your financial operations through bookkeeping automation and process optimization.
This service may include:
- Bookkeeping workflow setup
- Financial process review
- Automation opportunities
- Standardized bookkeeping procedures
- Tool and software coordination
- Financial process documentation
- Reporting workflow improvements
- Reduced manual data handling where possible
Financial Reporting & Business Performance Dashboards
Get owner-friendly reporting that helps you understand the numbers behind your business. We help turn your bookkeeping data into clear reports and dashboards that show what is happening in your business.
This service may include:
- Cash flow
- Revenue trends
- Expenses
- Profitability
- Business performance
- Accounts receivable
- Accounts payable
- Payroll-related costs
- Job or service-line performance, when applicable
- Month-over-month financial changes
Additional Bookkeeping and Financial Support
Clean-Up & Catch-Up Bookkeeping
Behind on your books? We help bring your records current and create a cleaner system going forward. We review what needs to be fixed, clean up errors where possible, organize transactions, and help you get back on track.
This service may include:
- Review of existing bookkeeping records
- Categorization of past transactions
- Account reconciliation
- Cleanup of duplicate or incorrect entries
- Review of outstanding balances
- Financial statement cleanup
- Catch-up bookkeeping for prior months or years
- Transition into ongoing bookkeeping support
Payroll Management & Coordination
Payroll affects cash flow, compliance, employee trust, and reporting accuracy. We help coordinate payroll-related bookkeeping so your records stay organized and your financial reports reflect the full picture.
This service may include:
- Payroll coordination
- Payroll-related transaction tracking
- Payroll expense categorization
- Payroll report review
- Communication with payroll providers
- Support with payroll-related bookkeeping records
Accounts Payable & Accounts Receivable Management
Cash flow depends on knowing what money is coming in, what money is going out, and what needs attention.
We help organize AP and AR so business owners can better understand outstanding bills, unpaid invoices, vendor payments, and receivables.
This service may include:
- Vendor bill tracking
- Payment workflow support
- Accounts payable organization
- Customer invoice tracking
- Accounts receivable review
- Outstanding balance visibility
- Cash flow reporting support
Sales Tax Support
For businesses that collect sales tax, accurate records matter. We help keep sales tax-related bookkeeping organized so you have clearer records when it is time to file or review obligations.
This service may include:
- Sales tax transaction tracking
- Sales tax report preparation support
- Bookkeeping support for taxable sales
- Coordination with your tax professional when needed
- Review of records related to sales tax obligations
1099 Preparation & Filing Support
If your business works with contractors or vendors, 1099 preparation can become stressful without clean records.
We help organize vendor information and bookkeeping records to support smoother 1099 preparation and filing.
This service may include:
- Contractor payment review
- Vendor record organization
- 1099 preparation support
- Filing support
- Coordination with your tax professional, when needed
QuickBooks Setup, Migration & Training
A clean QuickBooks setup can make bookkeeping easier, faster, and more accurate. We help business owners set up, migrate, clean up, and better understand QuickBooks so their bookkeeping system works the way it should.
QuickBooks support may include:
- QuickBooks setup
- QuickBooks migration
- Chart of accounts review
- Transaction workflow setup
- Basic QuickBooks training
- QuickBooks cleanup support
- Reporting setup and guidance
A Simple Process for Getting Your Books Clear and Current
01
Book a Free Consultation
We learn about your business, your current bookkeeping setup, your biggest financial pain points, and what kind of visibility you need.
02
Review Your Books and Systems
We look at your current records, tools, workflows, and reporting needs so we can identify what needs to be cleaned up, streamlined, or improved.
03
Set Up Your Bookkeeping Workflow
We organize your accounts, create a cleaner process, and set up the right bookkeeping and reporting structure for your business.
04
Get Ongoing Financial Clarity
Once your system is running, we help keep your books current and provide reporting that shows where your business stands.
Pricing
Pricing That Fits Your Stage of Business
Reilly Konan Financial offers flexible bookkeeping support for businesses that need anything from basic monthly bookkeeping to more complete financial systems with reporting and dashboards.
$200 - $399/month
The
Starter plan is a good fit if you need clean, organized records and basic bookkeeping support without advanced reporting or complex workflows.
Starter
Best for businesses that need:
Basic monthly bookkeeping
Transaction categorization
Account reconciliation
Simple financial organization
Tax-ready records
Foundational reporting
$400 - $699/month
The
Growth plan is designed for business owners who want better visibility into cash flow, expenses, and performance while keeping their books clean and current.
Growth
Best for businesses that need:
Recurring bookkeeping
More consistent reporting
Financial statement review
Cash flow visibility
AP or AR support
Payroll coordination support
Better bookkeeping workflows
Pricing begins at $700/month
The
Scale plan is designed to support businesses that need dashboards, automation, process improvements, and a more complete financial operating system.
Scale
Best for businesses that need:
Higher-volume bookkeeping
Financial dashboards
Business performance reporting
Automation and workflow improvements
AP and AR management support
Payroll coordination
Cash flow and profitability visibility
More involved financial systems support
Need cleanup work, QuickBooks support, or a more complex financial setup? We provide custom pricing based on your books and business needs.
Custom Quotes
Custom pricing may apply for:
Catch-up bookkeeping
Cleanup bookkeeping
QuickBooks setup or migration
Financial dashboard setup
Process optimization projects
Complex AP or AR workflows
Multi-account or high-volume bookkeeping
Why Business Owners Choose Our Bookkeeping Services
We Make Your Numbers Easier to Understand
You do not need a finance background to understand your business. We create cleaner reporting and dashboards that make your numbers easier to read, trust, and use.
We Focus on Speed and Clarity
Slow communication creates uncertainty. We prioritize clear updates, responsive support, and faster access to the information you need.
We Build Systems, Not Just Reports
Traditional bookkeeping often stops at reports. We help create repeatable workflows, cleaner processes, and financial systems that support growth.
We Understand Service-Based Businesses
Home-service and trade-based businesses need visibility into cash flow, payroll, materials, receivables, expenses, and profitability. Our services are built around those needs.
We Help You Move Forward With Confidence
Clean books are the foundation. Clear dashboards and better reporting help you make decisions with more control.
Frequently Asked Questions
Do I actually need bookkeeping if I’m just starting out or only doing a few jobs a week?
Yes. Even if your business is new, bookkeeping helps you track income, expenses, cash flow, and profit from the start. Clean books make it easier to avoid tax issues, understand your numbers, and grow with better financial control.
How do I know if my business is actually making money?
A full bank account does not always mean your business is profitable. With accurate bookkeeping and clear financial reporting, you can see your revenue, expenses, cash flow, and profit so you know whether your service business is truly making money.
What exactly do you do for me each month?
Our monthly bookkeeping services keep your books current, organized, and easier to understand. We categorize transactions, reconcile accounts, review financial activity, and provide reports that show how your business is performing.
Am I still responsible for anything each month?
Yes, but we keep your role simple. You may need to keep your business accounts connected, send requested documents, answer questions about transactions, and let us know about major changes in your business.
I use QuickBooks, or do not use anything yet. Is that enough?
QuickBooks is a useful bookkeeping tool, but it only works well when it is set up and managed correctly. Reilly Konan Financial can help with QuickBooks setup, cleanup, migration, training, and ongoing bookkeeping support.
How do I stay on top of invoices, bills, and taxes without getting overwhelmed?
The best way is to use a consistent bookkeeping system that keeps invoices, bills, payments, reports, and tax-ready records organized throughout the year. We help service-based businesses build cleaner financial workflows so nothing important gets lost or delayed.
How much do your bookkeeping services cost?
Bookkeeping pricing depends on your business size, transaction volume, cleanup needs, reporting requirements, and level of support.
Reilly Konan Financial offers monthly bookkeeping services starting at $200/month, with custom pricing available for cleanup, dashboards, QuickBooks support, and more complex financial systems.
How quickly will I get access to my financial reports and updates?
Reilly Konan Financial focuses on fast communication, clear reporting, and better financial visibility. Your reporting timeline depends on your bookkeeping setup and service plan, but our goal is to keep your financial information current, useful, and easy to understand.
Stop Guessing. Start Making Decisions With Confidence.
Bring structure to your books, clarity to your cash flow, and confidence to the decisions that move your business forward.
