Dallas Bookkeeping & Profit Coaching for Small Business Owners
You're working every hour there is. Let's make sure it's actually paying you.
We handle the books, translate the numbers, and show you exactly where your dollar goes — so you can finally pay yourself like you mean it.
You get a reply from Tim, not a sequence.
Can your business pay you?
Four monthly numbers. See a paycheck your business can carry.
Your safe monthly paycheck
$1,825
Your business can't carry a paycheck yet. That's exactly what we fix first.
An estimate, not tax advice.
This is the quick version. Try the in-depth calculator → It adds taxes by business type, a cash cushion and how you compare to businesses your size.
- Free
- No sign-up to see your number
- Built for small businesses
We work with the software you already use
Already on QuickBooks, Xero or Gusto? Keep them. We work inside the tools you have, so there's nothing new to learn.
Does this sound familiar?
“I'm working every hour there is and I still can't pay myself a real paycheck.”
“Revenue is growing, but my bank account doesn't feel like it.”
“I don't know if I'm actually profitable or just busy.”
“My CPA only talks to me at tax time.”
“I'm months behind on the books.”
You don't need more spreadsheets. You need clarity.
Show me where the money goes ↓The cost of standing still
01
The April surprise
A tax bill nobody planned for, paid out of money you thought was yours.
02
Busy, but broke
More jobs, more staff, more stress, and the same thin paycheck.
03
Decisions on gut feel
Hiring, pricing and spending without numbers you trust.
Your books should help you run the business — not just record it.
Bookkeeping tells you what happened. Every transaction sorted, every account reconciled, every month, so the numbers are true.
Profit coaching tells you what to do about it. A monthly call where we read those numbers together and set a paycheck the business can carry.
1
Get clean
We bring the books current and set them up properly.
2
Get fast
Your numbers arrive every month, in plain English.
3
Get paid
We set an owner paycheck the business can actually carry.
Bookkeeping and profit coaching services in Dallas
See all servicesMonthly Bookkeeping
Clean, reconciled books every month with a plain-English summary.
See what's in monthly books →Profit Coaching
A monthly call to read the numbers together and set a paycheck the business can carry.
Set my owner paycheck →Catch-Up & Clean-Up
Books brought current and set up so it doesn't happen again.
Get my books caught up →Fractional CFO
Cash-flow planning, management reporting, financial systems and strategic guidance.
Talk cash-flow planning →The dollar flow
From top-line revenue to what actually lands in your pocket.
Revenue is not profit. Profit is not cash. Cash is not automatically owner pay. Here's one worked example of where $100 of sales goes on its way to you.
A worked example, not a benchmark. Your numbers will be different, and that's the point.
Run your own numbersBuilt for owners who are good at business — and tired of guessing at the numbers.
Construction & trades
Big jobs, slow payments, and a cash balance that swings week to week.
Healthcare & medical clinics
Full schedules, expensive equipment, and margins nobody has checked.
Professional services
Great billing months that somehow don't turn into an owner paycheck.
Retail & e-commerce
Stock, shipping and card fees quietly eating a margin you never get to see.
CFO Embedded helps Dallas businesses earning $250K to $3M a year improve profitability and grow revenue. Whether you run a company in Professional Services, Healthcare & Medical Clinics, Construction, or Retail & E-Commerce, our local and virtual accounting services provide plain-English clarity. If you are a small business owner with a team of 1 to 20 people who is tired of guessing at the numbers, we move past basic data entry to deliver expert monthly bookkeeping, catch-up & clean-up, and cash-flow focused fractional CFO services. We work on your profit margins so you can finally pay yourself. Book a free Profit Clarity Call with your Dallas CFO advisor.
Based in Dallas and working with owners across Dallas–Fort Worth, in person or remotely.
Bookkeeping know-how. Regular-English communication.
“We speak bookkeeping and regular English.”
A real person. You talk to Tim, not a ticket queue.
Clear explanations. No jargon, no judgment about how far behind you are.
Practical next steps. Every month ends with what to do, not just what happened.
Accountability. 12+ years in finance, now on your side of the table.
Free tools for Dallas business owners
Real tools, zero jargon, no strings. Grab what you need.
Calculator · 5 min
Pay-Yourself Calculator
Your monthly numbers in, one paycheck your business can carry out.
PDF · 5 min
The Dollar-Flow One-Pager
See where a dollar leaks between revenue and your pocket.
Coming soon · 5 min
5-Minute Profit Health Check
Score your finances and see what to fix first.
Let's make the numbers make sense.
Bring the questions you've been putting off. We'll start with where you are and figure out what the numbers are actually saying.
Book My Free Profit Clarity CallNo long contract. Your books leave with you.