Bookkeeping in Dallas, Texas
Dallas bookkeeping, tax, and planning, in one place.
Cleared serves consultants, agencies, and private-practice owners in Dallas and the surrounding Dallas–Fort Worth, Dallas concentrates a deep base of management consultants, private-equity-adjacent advisors, and corporate-services firms, with active S-corp and PTET planning as a baseline.. We're nationwide, but we work with the depth of a local firm: an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ on every engagement, predictable monthly pricing, and one set of numbers powering both your books and your tax plan.
Who we serve in Dallas
Service-based businesses earning $80K+ in net profit.
Across Dallas, the consulting and small-business segments where Cleared is most active:
- ✓Management and strategy consultants
- ✓Finance and PE-adjacent advisors
- ✓Marketing agencies
- ✓Fractional executives
The common thread is service-based revenue where entity choice, quarterly estimates, and retirement plan design materially change what you keep at the end of the year.
What's included
Books, tax, and planning,
from one desk.
Monthly bookkeeping
Bank and credit-card reconciliation, transaction categorization, monthly P&L and balance sheet, and year-end tax-ready financials. $449/month, flat.
Tax preparation
Federal and state returns prepared by an Enrolled Agent (the IRS's federally-licensed tax practitioner) with full representation rights if anything is ever questioned.
Tax planning
S-corp election timing, reasonable salary, Solo 401(k) and SEP-IRA design, quarterly estimate recalculation, and PTET coordination where it applies.
Outside Dallas? See bookkeeping across Texas.
Common questions from Dallas business owners
Do you serve clients in Dallas, Texas?
Yes. Cleared works with consultants, agencies, and private-practice owners in Dallas, Texas and across the U.S. Everything is handled remotely (secure document portal, video calls, e-signature) so we work with the same depth in Dallas, Texas as we would in person.
Do I need a local Texas accountant, or is a remote service fine?
Federal tax law is federal, and modern bookkeeping is cloud-based, so a remote service is generally as effective as a local one, often more so, because you're not limited to the few firms within driving distance. For Dallas, Texas-specific items (state filings, sales/use or franchise/excise taxes, PTET elections), we handle them remotely just like we handle the federal return.
What does Cleared cost for a small business in Dallas, Texas?
Monthly bookkeeping is $449/month, which includes monthly reconciliation, P&L and balance sheet, year-end tax-ready financials, and advisor access. Tax preparation and tax planning are quoted based on entity type and complexity. We don't charge an hourly rate or surprise you with a year-end invoice.
What kinds of businesses in Dallas, Texas do you work with?
In Dallas our active book skews toward management and strategy consultants, finance and pe-adjacent advisors, marketing agencies, fractional executives. The common thread is service-based revenue and net profit roughly $80K and up, the point at which entity, retirement, and quarterly-tax planning meaningfully change after-tax outcomes. We also serve other licensed professionals (lawyers, doctors, dentists, designers) earning in that range.
Is the founder a CPA?
Cleared is led by Raman Singh, an Enrolled Agent (EA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). An Enrolled Agent is the IRS's federally-licensed tax practitioner, with the same federal authority to represent taxpayers as a CPA, with a tax-only specialty. The CFP® adds retirement plan design, S-corp election strategy, and integrated planning that most CPA firms don't offer in-house.
How do I get started?
Apply for a spot using the link below or book a short intro call. We'll review your situation, scope the work, and quote it before you commit to anything.
Run the numbers
The true cost of DIY bookkeeping.
Most owners price DIY bookkeeping at zero because they don't bill themselves. Once you value your time at your billable rate, the math usually flips. See what your hours are worth, then compare against Cleared's flat $449/month.
Hours/month on bookkeeping
8 hrsYour hourly rate (or billable equivalent)
$200/hrWhat an hour of your time is worth — your billable rate, or what you'd earn doing client work instead.
Result
Annual savings with Cleared
$13,812
Plus 96 hours per year reclaimed for client work or your life.
Ready for accounting that fits Dallas?
Apply for a spot and we'll reach out within one business day, or book a short intro call.