Small Business Bookkeeping
Keep Your Numbers Clear and Your Time Free
Bookkeeping Services We Offer
Accurate, Timely, and Tailored to Your Business
Our small business bookkeeping in Plano helps local entrepreneurs spend less time tracking numbers and more time running their business. Cremé Wealth provides full-service bookkeeping through our trusted accounting partner, offering:
- Monthly transaction categorization and reconciliation
- Profit & loss statements and balance sheets
- Accounts payable and receivable tracking
- Payroll coordination and reporting
- Year-end financial packages for tax filing
Every report is delivered on time and designed for clarity, helping you understand your business performance at a glance.
Tax-Ready Books
Clean Books Make Tax Time Easy
Accurate records throughout the year make tax season painless. Our partner CPA firm prepares tax filings directly from your books, ensuring accuracy and reducing duplication. Whether you file as an S-Corp, partnership, or sole proprietor, we help you stay organized so nothing falls through the cracks. With up-to-date reconciliations and reports, your CPA can file quickly and efficiently—often saving you money on prep fees and avoiding last-minute surprises.
Cloud Accounting & Tools
We use secure cloud-based tools like QuickBooks Online to manage your books, giving you 24/7 access to real-time financial data. You can log in anytime to view reports, check account balances, or review cash flow—all without waiting for quarterly updates.
Our system also allows automated document uploads and seamless integration with your bank accounts. You get the convenience of modern tools with the reliability of professional oversight.
Designed for Local Business Owners Who Value Their Time
Our bookkeeping services in Plano TX are ideal for small businesses that want professional support without the cost of a full-time accountant. We work with service-based companies, consultants, family-owned operations, and growing entrepreneurs who prefer to hand off the back-office work to experts they trust.
Because 95% of Cremé Wealth’s clients come from referrals, you can count on responsive service and a personal touch from professionals who understand the local business landscape.
Integrated Financial Planning for Owners
Bookkeeping That Works With Your Bigger Picture
Because Cremé Wealth specializes in financial planning for business owners, our bookkeeping services go beyond data entry. We help align your business finances with your personal financial goals—advising on salary versus distributions, building reserves, and funding retirement or investment accounts efficiently.
You’ll benefit from a cohesive system where your books, taxes, and personal plan all work together, reducing stress and improving long-term outcomes.
Frequently Asked Questions
Do I need to switch my CPA to you?
No. You can continue working with your current CPA. We’ll coordinate directly with them, or you can use our partner firm for an integrated experience.
How much do bookkeeping services cost?
Fees depend on transaction volume and complexity. Most clients prefer our flat monthly pricing model, which keeps costs predictable.
Can you handle payroll?
Yes. We can integrate your payroll data or coordinate directly through your preferred provider.
Will I still need a bookkeeper on staff?
Not likely. Our virtual bookkeeping team handles everything—from reconciliation to reporting—freeing up your internal resources.
Get Back to Business
Spend More Time Growing, Less Time Counting
Accurate bookkeeping keeps your business healthy, but it shouldn’t keep you from doing what you love. Cremé Wealth helps Plano business owners simplify their finances, streamline reporting, and create clarity year-round. Schedule a consultation today to see how our small business bookkeeping can give you more time, fewer headaches, and better insight into your bottom line.