Finance Professionals: Insights & Resources

Best Bookkeepers for Hire in Dallas

Ryan Stevens
January 19, 2026
All Insights
Finance Professionals: Insights & Resources

Best Bookkeepers for Hire in Dallas

Bookkeeping Services in Dallas-Fort Worth

Dallas thrives on momentum, scale, and operational discipline. From private‑equity‑backed companies in Uptown and legacy family businesses in Highland Park to fast‑growing startups across Plano, Frisco, and the broader Metroplex, Dallas businesses operate in a finance‑heavy environment where clarity, compliance, and speed matter. In a city known for growth and deal‑making, bookkeeping is no longer a back‑office task—it’s a strategic function that directly impacts cash flow, tax readiness, and leadership decision‑making.

Bookkeeping professionals in the Dallas area play a critical role in helping organizations stay organized, investor‑ready, and compliant with state and federal requirements. They support everything from daily transaction accuracy to long‑term financial planning, ensuring leaders understand their numbers before making big moves. At Digital Reference, we connect businesses with bookkeeping professionals who combine technical expertise with real‑world operational insight. This curated Dallas list highlights professionals who bring clear systems, proven experience, and personalized service to one of the most competitive business markets in the country.

🤠 Our Methodology - Curating This List of Top Dallas-Fort Worth Bookkeepers

At Digital Reference, curated lists are built through research—not rankings or paid placement. Every Dallas‑area bookkeeping professional featured here was selected through a structured, multi‑step evaluation process:

  • Professional Verification: We review LinkedIn profiles, certifications, firm websites, and career histories to validate credibility.
  • Experience Assessment: We evaluate hands‑on bookkeeping, accounting, advisory, and leadership experience across industries.
  • Service Evaluation: We analyze how each professional structures workflows, reporting, and client communication.
  • Values Alignment: We prioritize authenticity, transparency, and professionals whose outcomes match their positioning.

This process ensures each professional listed is positioned to serve as a trusted long‑term financial partner, not just a transactional service provider.

🌟 Meet the Top Bookkeepers in Dallas-Fort Worth

🔴 Tessa Crabtree

Owner at Teleport Bookkeeping

Tessa Crabtree is the owner of Teleport Bookkeeping, a Dallas‑based firm focused on creating reliable, scalable bookkeeping systems for modern businesses. Her work centers on helping owners move away from reactive financial cleanup toward proactive, organized financial operations.

Teleport Bookkeeping emphasizes clarity and consistency—ensuring clients always know where they stand financially. Tessa’s approach is particularly valuable for service‑based businesses and entrepreneurs navigating growth without an internal finance team.

📊 System‑Driven Bookkeeping: Builds repeatable monthly processes that eliminate surprises
🧾 Accuracy First: Prioritizes reconciled, audit‑ready records
💬 Founder‑Friendly Communication: Explains financials in clear, usable language

Tessa’s work helps Dallas businesses regain control of their books and build confidence in their numbers.

🔴 William Ross

Founder at Salon Bookkeepers

William Ross is the founder of Salon Bookkeepers, a niche bookkeeping firm serving salon owners and beauty‑industry businesses. His specialization allows him to address the unique challenges of commission‑based payroll, inventory, and point‑of‑sale systems.

Rather than offering generic bookkeeping, William designs processes specifically for salon operations—giving owners financial clarity without disrupting creative workflows.

💇 Industry‑Specific Expertise: Deep understanding of salon revenue models
📊 Owner‑Focused Reporting: Clear insights into profitability and cash flow
🧾 Tax‑Ready Books: Maintains records aligned with compliance needs

William’s niche focus delivers precision and relevance for Dallas’s growing beauty economy.

🔴 Ron Hearn, CPA

Owner at Dynamic Decisions

Ron Hearn, CPA, owns Dynamic Decisions, where bookkeeping meets strategic financial insight. With CPA‑level expertise, Ron supports businesses that require accuracy, compliance, and forward‑looking financial guidance.

Dynamic Decisions positions bookkeeping as a decision‑support tool—ensuring leadership teams understand the financial implications behind every move.

🧮 CPA‑Led Oversight: Strong compliance and technical foundation
📊 Strategic Reporting: Financials designed for executive decisions
🔍 Risk‑Aware Systems: Emphasis on accuracy and accountability

Ron’s approach is well‑suited for Dallas businesses operating at scale or preparing for growth.

🔴 Ashley Ford

CEO & Owner at Pretty Penny LLC

Ashley Ford leads Pretty Penny LLC with a mission to make bookkeeping accessible and empowering. Her firm focuses on education, transparency, and building confidence for business owners who want to understand their finances—not fear them.

Pretty Penny blends structured bookkeeping with client education, helping founders actively participate in financial decision‑making.

💡 Education‑Focused Service: Teaches clients how to read their numbers
📘 Clear Financial Systems: Builds easy‑to‑maintain processes
🌱 Growth‑Supportive Approach: Aligns books with business goals

Ashley’s leadership reflects the modern shift toward collaborative financial partnerships.

🔴 Burt Copeland

Founder & Fractional CFO at New Life CFO

Burt Copeland is the founder of New Life CFO, offering bookkeeping combined with fractional CFO services for growing organizations. His work supports businesses transitioning from startup to structured growth.

By connecting clean bookkeeping to forecasting and strategy, Burt helps leaders see what’s ahead—not just what’s already happened.

📊 CFO‑Level Insight: Strategic oversight beyond day‑to‑day bookkeeping
💰 Cash Flow Management: Focus on sustainability and growth
🧠 Executive Support: Financial clarity for leadership teams

Burt’s services are ideal for Dallas companies navigating expansion.

🔴 Joe Robert, CPA

Founder at America’s Bookkeepers & Advisors

Joe Robert, CPA, founded America’s Bookkeepers & Advisors to deliver bookkeeping supported by strong advisory insight. His CPA credentials ensure technical accuracy, while his advisory lens supports long‑term planning.

🧾 Compliance‑Driven Accuracy: CPA‑backed bookkeeping standards
📈 Advisory Integration: Books that support strategic decisions
🤝 Client Trust: Long‑term partnership mindset

Joe’s work supports businesses that want both reliability and foresight.

🔴 Collin Nieman

Founder at Proview CFO

Collin Nieman founded Proview CFO to give business owners proactive financial visibility. His work integrates bookkeeping with forecasting and executive reporting.

🔍 Forward‑Looking Reporting: Focus on what’s next
📊 Scalable Systems: Built for growth stages
🚀 Decision‑Ready Metrics: Data leadership can act on

Collin helps Dallas businesses move from hindsight to insight.

🔴 Eduardo Medellin

President & CEO at Infinity Management

Eduardo Medellin leads Infinity Management, providing bookkeeping within a broader operational framework. His leadership role reflects experience managing complex financial and administrative needs.

🏢 Executive Perspective: Business‑wide financial oversight
📊 Process Integration: Financials aligned with operations
🔗 System‑Based Management: Organized, reliable workflows

Eduardo supports businesses that need structure as they scale.

🔴 Myia McCoy, MHSA

Co‑Founder & CEO at MyWorksy

Myia McCoy brings healthcare‑informed operational rigor to MyWorksy, offering bookkeeping and operational support with a compliance‑aware mindset.

🏥 Process Discipline: Structured financial workflows
📋 Operational Alignment: Books that support mission‑critical work
🤝 People‑Centered Leadership: Strong client partnerships

Myia’s approach blends finance, operations, and organizational health.

🔴 Jessica Green

Founding Partner & Managing Director at Green Tax and Business Advisors

Jessica Green leads Green Tax and Business Advisors, integrating bookkeeping with tax planning and business advisory.

🧾 Tax‑Aligned Bookkeeping: Built with compliance in mind
📈 Strategic Advisory: Financial insight for owners
🏛 Leadership‑Level Guidance: Hands‑on executive support

Jessica helps Dallas businesses connect bookkeeping to smarter tax outcomes.

🔴 Mia Anne Reeves, CPA

Founder at HavenStone Advisory

Mia Anne Reeves, CPA, founded HavenStone Advisory to deliver precise bookkeeping and thoughtful advisory services.

🧮 CPA‑Backed Accuracy: High standards of reliability
📊 Advisory Orientation: Strategic financial planning
🔍 Detail‑Driven Execution: Clean, decision‑ready books

Mia supports leaders who value accuracy and foresight.

🔴 Anthony (Tony) Gibson, EA, MBA, CTC

Founder & CEO at MMG Tax Group

Tony Gibson leads MMG Tax Group with a blend of tax expertise and business strategy. His credentials reflect deep knowledge across compliance and growth planning.

🧾 Tax Expertise: Enrolled Agent‑level authority
🎓 MBA‑Driven Strategy: Business‑focused financial insight
📊 Integrated Systems: Bookkeeping aligned with tax planning

Tony’s work ensures financial clarity supports long‑term success.

Final Thoughts: Hiring the Right Dallas Bookkeeper for Your Needs

Dallas businesses succeed when they partner with bookkeepers who combine technical skill, strategic insight, and transparent communication. The professionals featured here reflect the discipline, ambition, and adaptability that define Dallas’s business ecosystem.

Digital Reference exists to make these connections credible and clear. By highlighting verified experience, authentic professional narratives, and real‑world impact, we help businesses hire with confidence—and help professionals represent their work accurately.

Explore more Digital Reference resources:

Strong financial foundations build strong Dallas businesses—and we’re proud to help spotlight the professionals who make that possible.

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