Bookkeeping that doesn't keep you up at night. For DFW small businesses.
You started your business to do the work you love — not to wrestle with QuickBooks at 11 PM. I'll handle the books, taxes, and the financial questions that pop up — so you can get back to what actually matters. Especially helpful for trades businesses — HVAC, plumbing, electrical, landscaping, and contractors of all kinds.
You're running a business. I've got the books.
The Fort Worth electrician finishing invoices in the truck. The Plano HVAC owner who hasn't reconciled in six months. The Frisco contractor whose receipts live in a glove box.
You shouldn't have to be your own bookkeeper too.
I started Northbound to take that off your plate. One Texas CPA, handling your books and your taxes properly, and available when you have a question. Plain English. No fine print. No surprises.
After years inside accounting firms, I kept seeing the same thing: small business owners getting stuck between sketchy tax mills and corporate firms that wouldn't return their calls. Northbound exists to be the firm I always wished was out there.
Bookkeeping built for small business owners.
Clean books, monthly reports, and a real CPA reviewing the numbers. Tax return prep is bundled into the Growth plan, and available as a flat-rate add-on for Foundation clients.
Every transaction, sorted
Every charge, deposit, and transfer reviewed and categorized properly. No more guessing what "$847 Amazon charge" was at year-end.
Bank & card reconciliations
All your accounts reconciled monthly so the books match reality down to the penny — no surprises hiding in there.
CPA-prepared financials delivered every month
Professional financial statements — Profit & Loss and Balance Sheet — prepared and reviewed by a Texas-licensed CPA, in your inbox every month.
Quarterly CPA review report
Every quarter, you'll get a written analysis of your P&L trends, balance sheet, and any tax strategy opportunities I've spotted as a CPA.
Secure client portal
Upload bank statements, receipts, and documents anytime — straight from the truck or the office. Built around QuickBooks Online.
Depreciation & fixed-asset tracking
Vehicles, equipment, and major tools tracked on the books as fixed assets — with depreciation schedules maintained and applied at tax time to maximize the deductions you're entitled to.
From chaos to clarity — in a few weeks.
No long sales process, no enterprise onboarding. Here's the whole thing:
30-min call
Tell me about your business. I'll tell you straight if I'm a fit — no pressure, no sales pitch.
Quick proposal
Flat monthly price. Everything spelled out. Sign when you're ready — no surprises later.
Easy setup
I'll connect to your bank, your software, and get the books in shape — usually within a couple of weeks.
You go back to work
Books done every month. Tax time? Stress-free. Got a question? Just send a text.
Join the Founder's Five.
The first five clients to sign on get lifetime founder's pricing — and a real seat at the table as we build Northbound together.
Starting a firm means more than spreadsheets and software. It means partnering with the right people at the right time. If you're an early believer in what Northbound's building, I'd love to have you on board — and I'm making it worth your while.
Full plan details — what's included in Foundation vs. Growth, add-ons, and more — are in the pricing section below.
5 spots total. Pricing is locked for life. Once they're gone, they're gone.
Two simple plans. No surprises.
Build a solid Foundation with clean books and a quarterly tax projection. Move up to Growth when crews, subs, and tax planning enter the picture. Both plans are month-to-month — no penalties, no awkward conversations.
Clean books, monthly financials, real CPA review. For owners who just want their books done right.
Month-to-month · Cancel anytime
🟡 Founder's Five price: $335/mo →Clean books, every filing, and your tax return — all in. For owners who'd rather not think about any of this.
Month-to-month · No contracts
🟡 Founder's Five price: $675/mo →Running a small business in Texas means a steady stream of forms, filings, and deadlines from the state, the IRS, and your local appraisal district — most of which nobody warned you about. Miss one and you're staring at penalties, interest, or a letter that ruins your week. The Compliance Package means every required business filing on your calendar gets prepared, filed, and confirmed on time. You don't have to know what's due, when it's due, or where to send it — that's my job.
What's in the Compliance Package: Texas Franchise Tax, Public Information Report (PIR), Business Personal Property Tax, quarterly federal estimated taxes, 1099-NEC year-end filing, W-9 collection from subs, reasonable comp documentation, and S-Corp election support (when eligible).
Tax returns: Bundled returns include 1 business return (1120-S, 1065, or Schedule C) + 1 personal return (1040). For Foundation clients or standalone return prep, personal returns start at $400 and business returns typically range $650–$1,200 depending on entity type. Complex situations — rental properties, multi-state, prior-year amendments — billed separately at flat rates. Questions? Just ask.
Need payroll? Add it on.
Add payroll to either plan above. Pick the level of involvement that fits your business.
You run it. I keep you compliant. Best for owners comfortable running payroll themselves.
Added to Foundation or Growth
Up to 5 W-2 employees. Above 5, add $15/employee/month.
I run it. You approve hours. Best for owners who'd rather not touch payroll at all.
Added to Foundation or Growth
Up to 10 W-2 employees. Above 10, add $20/employee/month.
New to payroll? One-time setup is $350 — picking the right platform, getting your tax IDs registered, and running a test payroll.
AP/AR — what else would you rather be doing?
Bill pay, customer invoicing, and collection follow-ups handled. Three tiers based on monthly volume — pick what fits.
For owners with light AP/AR activity — a handful of bills and invoices each month.
Added to any monthly plan
For growing businesses with steady weekly bills and active customer invoicing.
Added to any monthly plan
For active businesses with high transaction volume and customers who need regular follow-up.
Added to any monthly plan
Overage on either AP or AR: $20/transaction. Volume above Pro tier: custom quote. Approval-based bill pay platform required (Bill.com, Melio, or QBO Bill Pay) — you approve all payments; Northbound never accesses client bank accounts directly.
Why I left the big firm world.
Love working with Northbound? Tell a friend — and both of y'all win.
If you're loving the service, the best compliment you can give me is sending another small business owner my way. When you refer a business that signs on as a client, you both get a free month on us.
Conditions apply. Free month applies to either Foundation or Growth, depending on your current plan, and is credited after the referred business has been an active, paid client for 90 days. One reward per referral. Referred business must be a new client (not previously engaged with Northbound).
Got questions?
Here's what most folks ask us first. If yours isn't here, just shoot us a message — we'll get back to you fast.
In exchange, I'm asking for a Google review within 60 days, permission to share your story as a testimonial, a 90-day commitment so we can do real work together, and honest feedback as I refine the firm. Once five spots are taken, the offer's done.
I'm a full-charge bookkeeper and a Texas-licensed CPA. Same person doing your monthly books is the one filing your return and spotting tax moves throughout the year — not in April when it's too late.
Send your documents, securely.
Already a client? Drop your statements, receipts, or tax documents through our secure uploader — they'll go straight to your advisor.
Secure Document Upload
Click below to securely upload your documents. PDFs, images, spreadsheets — all welcome.
Open Secure UploaderFiles are encrypted in transit and go directly to your advisor's secure cloud storage.
Book a free discovery call.
30 minutes, no pressure, no sales pitch. A real conversation about your business — and a straight answer about whether Northbound is the right fit.
Tell me about your business
I'll be in touch within 1 business day.
Got it!
Thanks for reaching out — I'll be in touch within one business day to schedule your free call.
Ready to stop dreading the books?
Free 30-minute call. No pressure, no sales pitch. Just a real conversation about your business.