Accounting & Bookkeeping

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.


Are you overwhelmed by the amount of bookkeeping you need to do to stay compliant with Federal, State, and Local authorites?

Are you wondering if things are being handled correctly and you need support for your in-house bookkeeper?

Are you just getting started with QuickBooks and need training or online classes?

Have you been using QuickBooks and have a mess to untangle or suspect your numbers are incorrect?

Is there something you want to do but haven't figured out how?

Do you need solutions to make QuickBooks work for your complex needs?


You have more important things to do than worry about the bookkeeping. We'll take care of it for you, so you can get back to the job of running your business and generating profits!


Below are some of the common tasks that your business may need. Don't see your specific need listed? Not sure what you may need? Don't worry, I'm sure we can help. This list is not all inclusive, if you just have a box of records or your situation seems more complex...NO PROBLEM!


In addition to performing the services listed below, we can also act as your Part-Time CFO. This means we can perform monthly/quarterly reviews of the work performed by your in-house bookkeeper and meet with you to explain your financial data.


Accounts Receivable

  • Invoice processing or recording of manual items
  • Payments recorded
  • Deposit records prepared
  • Customer account reconciliations
  • Statement generation
  • Help with credit management
  • Small claims court filings
  • Coordinate outside collection agency efforts if necessary
  • Custom invoice set up and design
  • Customer information reporting (aging, etc) and analysis


Accounts Payable

  • Enter expenses using purchase orders, bills, or receipts
  • Prepare check run for review or recording of manual checks
  • Properly classify expenses
  • Properly record certain expenses in accordance with IRS guidelines
  • Allocate credit card charges to correct account
  • Manage purchase discounts to decrease expense
  • Vendor information reporting (aging, etc) and analysis



  • Prepare and/or record deposits
  • Prepare daily cash flow records
  • Reconcile bank statements as well as credit card statements
  • Training with online banking, bill payment or direct deposit set-up


General Ledger

  • Monthly/yearly closing
  • Adjusting entries
  • Clean up services
  • Complex overhead cost allocations
  • Job costing/Work-in-process
  • Book depreciation schedules
  • Tax depreciation schedules

Got a Tax Problem ?


Call us with any questions or to schedule an appointment


Or you may use our contact form

Serving the Greater Dallas/Fort Worth and Surrounding Areas

Office Hours

You can reach us 7 days a week by Appointment. Call or Text today !



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