Business Details
8 Years
experience
Your Trusted Bookkeeping Partner in Dallas, TX
Breathe Easy Bookkeeping has been dedicated to transforming business finances since 2018. Our mission is to stand out in the bookkeeping industry by taking a vested interest in every client we serve, regardless of business size. We combine modern technological solutions with decades of cumulative experience to repair, maintain, and simplify business financial records. Our founder's journey from childhood exposure to bookkeeping through family business involvement to professional certification demonstrates our commitment to excellence. We specialize in serving mental health professionals while maintaining the flexibility to support diverse small businesses. Our approach emphasizes personalized service over generic solutions, ensuring clients only pay for necessary services.As an Intuit Pro Advisor, we provide discounted QuickBooks Online access and integrate cutting-edge tools like HubDoc for seamless financial management. Our track record of resolving complex financial issues and creating educational resources demonstrates our technical expertise. We prioritize transparency in operations and communication, ensuring clients maintain full financial clarity through monthly reports and trend analysis. Our commitment to continuous improvement is reflected in our adaptive service packages and client-centric methodology.
Services
Full Monthly Bookkeeping
Financial Reports
1099 Tracking
Sales Tax Filing
QuickBooks Setup
Software Integration
Custom Chart Accounts
Data Migration
Bookkeeping Consultation
Tax Preparation Support
Details
- Year established: 2018
Highlights and features
- We offer personalized bookkeeping solutions tailored to your specific business needs
- Our team includes certified Intuit Pro Advisors with specialized QuickBooks expertise
- We provide complete financial management including tax tracking and reporting services
- Our proprietary system integrates modern accounting tools like HubDoc and QuickBooks
- We guarantee financial clarity through detailed monthly reports and trend analysis
Associations and certifications
- Intuit Pro Advisor
What people say
Great job untangling issues
Highly recommend services
Competent and caring
Knows tax laws
Helpful how-to videos
Services
Full Monthly Bookkeeping
We handle 100% of your monthly bookkeeping needs through transaction categorization and account reconciliation. Our systematic approach ensures financial accuracy while saving business owners significant time. We maintain organized records that simplify tax preparation and financial planning.
Financial Reports
Monthly financial reports provide business owners with clear insights into their financial position. We deliver categorized reports through secure client portals with expert analysis of financial trends and performance indicators to support informed decision-making.
1099 Tracking
Our comprehensive 1099 tracking service includes form distribution, payment monitoring, and annual filing. We help businesses maintain compliance with tax regulations while simplifying the reporting process through automated systems and organized record-keeping.
QuickBooks Setup
We create customized QuickBooks Online systems tailored to each business's specific needs. Our setup includes chart of accounts configuration, historical data migration, and integration with existing business tools to create a seamless accounting environment.
Software Integration
We integrate accounting software with CRM systems, payment processors, and other business tools. Our expertise with platforms like Dubsado, Honeybook, and Stripe creates automated workflows that reduce manual data entry and minimize errors.
People
Wesley Turner
Certified Bookkeeper
Wesley combines childhood bookkeeping experience with technology industry expertise to deliver modern financial solutions. His background includes Apple technical support and specialized bookkeeping certification. He focuses on helping mental health professionals manage their finances while maintaining personalized service for diverse small businesses.
Questions
What bookkeeping services do you offer?
We provide full monthly bookkeeping, financial reporting, tax tracking, QuickBooks setup, and software integration services tailored to small businesses.
Do you work with businesses outside Dallas?
While based in Dallas, TX, we serve small businesses nationwide through our remote bookkeeping solutions and digital tools.
How do you handle tax compliance?
We track 1099 requirements, provide W-9 forms, monitor qualifying payments, and file annual 1099 forms with guaranteed accuracy.
What accounting software do you support?
We specialize in QuickBooks Online with HubDoc integration and support connections to Dubsado, Honeybook, Stripe, Square, and other business tools.
How are your services priced?
We offer three package levels with customized pricing to meet specific business needs rather than using a one-size-fits-all approach.
Can you help with existing financial records?
Yes, we specialize in organizing disorganized records and creating systems for ongoing financial management and clarity.