Business Details
8 Years
experience
Expert Accounting & Business Strategy Services in DeSoto, TX
At Burch Financial Group, we specialize in delivering comprehensive accounting, tax, and business strategy solutions tailored to individuals, business owners, and enterprises of all sizes. With over four decades of combined experience, our team leverages deep expertise in financial analysis, bookkeeping, and strategic planning to help clients achieve their goals. Our CPA-led services include tax preparation, budgeting, financial statement management, and customized business development strategies designed to optimize resources and drive growth.We prioritize personalized client engagement, utilizing a structured process that aligns financial resources with long-term objectives through coaching, training, and consulting. Our commitment to excellence is reflected in our systematic approach to minimizing tax liabilities, ensuring accurate record-keeping, and implementing actionable plans that foster sustainable business success. Headquartered in DeSoto, Texas, we serve clients across the Dallas/Fort Worth metroplex, Texas, and nationally through a network of trusted professionals.
Services
Tax Preparation
Financial Analysis
Bookkeeping
Business Development
Strategic Planning
Details
- Year established: 2018
Highlights and features
- We offer 40+ years of combined accounting experience since 1982.
- Personalized strategies align financial resources with client-specific goals.
- CPA-led team ensures rigorous compliance and tax optimization.
- Comprehensive services span tax, bookkeeping, and business development.
- Local expertise serving Dallas/Fort Worth and national clients.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
We provide comprehensive tax preparation for federal, state, franchise, payroll, and sales/use taxes. Our CPA-led team ensures compliance while optimizing deductions and minimizing liabilities. Services cater to individuals and businesses of all sizes.
Financial Analysis
Our analysis includes budgeting, cash flow projections, and comparative financial reviews. We evaluate month-to-month, year-to-year, and budget-versus-actual performance to guide data-driven decisions for long-term stability.
Bookkeeping
We assist with bookkeeping using QuickBooks and other systems, ensuring accurate income statements, balance sheets, and cash flow statements. Our processes maintain organized records for seamless tax and audit readiness.
Business Development
We create tailored business plans, marketing tactics, and operational strategies. Our focus is aligning resources with growth goals through tax return analysis, financial feedback, and execution roadmaps.
Strategic Planning
Our S.M.A.R.T.-based planning identifies resources, timelines, and actionable steps to achieve financial objectives. Services include pro forma statements, tactical implementation, and ongoing coaching for measurable results.
People
Chuck Burch
CPA & Founder
Chuck Burch, a licensed CPA since 1989, has over 40 years of accounting experience. He specializes in strategic financial planning, tax optimization, and business development, guiding clients nationwide through personalized coaching and consulting.
Questions
What accounting services do you offer?
We provide tax preparation, financial analysis, bookkeeping, business development, and strategic planning services for individuals and businesses.
Do you serve clients outside Texas?
Yes, we serve clients across the Dallas/Fort Worth metroplex, Texas, and nationally through virtual consultations and partnerships.
How does your strategic planning process work?
Our S.M.A.R.T.-based process identifies resources, timelines, and actionable steps to align financial goals with operational tactics for measurable results.
What experience does your team have?
Our founder, Chuck Burch, is a CPA with 40+ years of experience. We collaborate with attorneys, accountants, and tax specialists to deliver comprehensive solutions.
