Business Details
We are Accountex, a bookkeeping and advisory firm headquartered in Plano, Texas. Since 2013, we have served small and mediumsize businesses across the United States with reliable, technologydriven financial solutions. Our team combines deep expertise in bookkeeping, payroll, CFO services, and tax preparation with handson experience in QuickBooks and NetSuite cloud platforms. We tackle complex financial challenges by streamlining daily records, automating payroll, and providing actionable business insights. Our fixedmonthly fee model eliminates hourly surprises, giving clients clear, predictable budgeting. We prioritize accuracy, compliance, and data security through rigorous auditready practices.
Our personalized approach means we partner closely with each client to understand their goals and KPIs. We help businesses uncover costsaving opportunities and make informed decisions that drive growth. Our commitment to client satisfaction is reflected in our seamless onboarding, transparent communication, and continuous support. We proudly operate nationwide while maintaining a local touch for every client. We are guided by the principles of integrity, expertise, and innovation. We look forward to helping your business prosper with modern, cloudbased accounting.
Our personalized approach means we partner closely with each client to understand their goals and KPIs. We help businesses uncover costsaving opportunities and make informed decisions that drive growth. Our commitment to client satisfaction is reflected in our seamless onboarding, transparent communication, and continuous support. We proudly operate nationwide while maintaining a local touch for every client. We are guided by the principles of integrity, expertise, and innovation. We look forward to helping your business prosper with modern, cloudbased accounting.
Highlights and features
- We have nine years of experience serving US SMBs.
- We use QuickBooks and NetSuite to deliver realtime cloud accounting.
- Our fixed monthly fee eliminates hourly surprises and budgeting uncertainty.
- We provide CFO services that guide growth and improve profitability.
- Our onboarding transfers records securely and preserves audit readiness.
Services
Bookkeeping
Our bookkeeping service captures every transaction today, ensuring your financial records are accurate and compliant. We employ cloud accounting tools to streamline data entry and provide realtime dashboards for your review. Clients benefit from clear, uptodate statements that enable informed decisionmaking.
Payroll
Our payroll service automates all salary calculations, tax withholdings, and direct deposits for your staff daily. We integrate with major payroll platforms to ensure compliance with federal and state regulations. Clients enjoy accurate, ontime payments that reduce administrative overhead efficiently.
Consulting
Our consulting service helps business owners clarify goals, establish KPIs, and identify growth drivers. We conduct indepth financial analysis and strategic planning to uncover costsaving opportunities and revenue enhancements. Clients experience measurable performance improvements and a clearer path to sustainable expansion.
CFO Services
Our outsourced CFO service provides strategic financial leadership, budgeting, and forecasting to guide your company toward profitability. We analyze cash flow, evaluate capital structure, and recommend investment opportunities tailored to your industry. Clients gain a clear financial roadmap and the confidence to make decisive growth moves.
Tax Preparation
Our tax preparation service delivers accurate and timely filing for businesses of all sizes, ensuring compliance with federal and state regulations. We employ advanced tax planning strategies to reduce liabilities and maximize deductions while maintaining audit readiness. Clients benefit from lower tax burdens and peace of mind knowing their returns are handled professionally.
