Business Details
20 Years
experience
Trusted Accounting Services for Businesses & Ministries
Dana McGuffin, CPA is a Southlake, Texas-based accounting firm serving businesses and ministries across the DFW Metroplex. Founded in 2006, we merged with Knutson CPA in 2017 to expand our capabilities while maintaining personalized service. Our team of certified professionals specializes in cloud-based accounting solutions, no-surprise flat-fee billing, and strategic financial guidance. With decades of combined experience, we focus on understanding clients' unique needs to provide tailored bookkeeping, tax preparation, and advisory services.Our commitment to Results-Only Work Environment principles ensures flexibility without compromising quality, while our three core promisesownership, transparency, and careform the foundation of every client relationship. We serve over 1,000 businesses and ministries, helping them achieve financial clarity and sustainable growth through proactive, technology-driven solutions.
Services
Monthly Bookkeeping
Tax Preparation
QuickBooks Services
Financial Consulting
Payroll Services
Budgeting
Church Accounting
Non-Profit Accounting
Business Advisory
Compliance Services
Details
- Year established: 2006
Highlights and features
- We offer no-surprise flat-fee billing with upfront cost transparency
- Our team utilizes cloud technology for real-time financial access
- Certified QuickBooks Pro Advisors on staff for software expertise
- Dedicated account managers provide personalized service
- 24-hour response guarantee for client communications
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Timely manner
Proactive approach
Personalized service
Understand business
Focus on growth
Services
Business Accounting
Our business accounting services provide comprehensive financial management for growing companies. We handle monthly bookkeeping, tax preparation, and financial reporting while implementing cloud-based systems for real-time access. Our certified professionals work as strategic partners to help business owners make informed decisions and maintain compliance with all regulatory requirements. This service enables entrepreneurs to focus on operations while we ensure accurate financial tracking and reporting.
Ministry Accounting
Specialized accounting solutions for churches and non-profits ensure ethical financial management and compliance with ministry-specific regulations. Our team handles donor management integration, budgeting, and payroll while maintaining proper separation of duties. We implement sustainable financial models that support long-term organizational growth. This service allows ministry leaders to concentrate on community impact while we maintain transparent, accurate financial records.
QuickBooks Services
Certified QuickBooks Pro Advisors provide comprehensive software solutions including setup, training, and system optimization. We help businesses transition to cloud-based accounting while ensuring proper implementation and data security. Our team offers ongoing support for software troubleshooting and customization. This service maximizes the value of accounting technology through personalized training and system integration tailored to each client's specific needs.
Tax Preparation
Professional tax preparation services cover federal, state, and local requirements for businesses and ministry organizations. Our certified accountants ensure compliance with current tax laws while identifying legitimate deductions and credits. We provide strategic tax planning to minimize liabilities and maximize savings. This service includes year-round support for tax-related questions and documentation requirements.
Financial Consulting
Strategic financial consulting helps organizations improve profitability and operational efficiency. Our experts analyze financial data to identify growth opportunities and implement cash flow management systems. We provide guidance on financial decision-making and business strategy development. This service focuses on transforming accounting data into actionable insights for sustainable business growth.
People
Dana McGuffin, CPA
Owner
CPA with 30+ years experience in outsourced accounting, founded practice in 2006 after early career in traditional accounting roles. Merged with Knutson CPA in 2017 to expand service capabilities while maintaining personalized approach.
Emily Rivera
Account Manager
Master's in accounting with specialized expertise in bookkeeping systems. Provides direct client support while maintaining commitment to ongoing professional development in accounting technologies and best practices.
Ashley Jones
Practice & Business Development Manager
Experienced professional with background in management and customer service. Focuses on client relations and business growth strategies while maintaining psychological insights into organizational development.
Rebecca Waterman
Office Administrator
Certified QuickBooks professional with 20+ years in medical management before transitioning to accounting. Combines administrative expertise with technical accounting skills to support client operations efficiently.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, tax preparation, financial reporting, payroll processing, and business advisory services tailored to small businesses' specific needs.
Do you specialize in church accounting services?
Yes, we offer specialized accounting solutions for churches and non-profits including donor management integration, budgeting, and compliance with ministry-specific financial regulations.
How does your no-surprise billing work?
All services are quoted upfront with flat-fee pricing so you know exact costs before work begins, with no hourly billing or unexpected charges.
Are you available for urgent accounting needs?
We guarantee responses to all client communications within 24 business hours while maintaining our commitment to quality and accuracy.
What accounting software do you support?
We specialize in QuickBooks with certified Pro Advisors on staff, offering setup, training, cleanup, and ongoing support for cloud-based accounting systems.
How can you help improve business profitability?
Our financial consulting services analyze your specific business data to identify growth opportunities, implement cash flow systems, and provide strategic decision-making guidance.
