DFW Financials provides bookkeeping services with Reliability, Professionalism, and Quality.

Bookkeeping Basics

What you should know

DFW Financials Bookkeeping BasicsAccurate bookkeeping is key to maintaining and expanding your business. Know how your business is doing. Manage your cash flow more effectively. Proper management of funds not only saves your company money, but it can make money for your company as well. Know where your biggest expenses are, and be aware of which customers owe you money in order to prevent future loss. Without your bills being managed properly, you can miss out on valuable write-offs. Even if you only have a few hours of bookkeeping work to do every week or two, the time you save can be used to concentrate on growing your company while delegating the book work to someone else.

Proper records will also facilitate the process of receiving funding from outside institutions. Bookkeeping records will be required for any company credit you wish to obtain. Examples are renting office space, getting a small business loan, company vehicle, company credit card, or to negotiating net terms with vendors.

DFW Financials can assist you with the day-to-day tasks associated with bookkeeping and record keeping. Providing financial information to our clients in a timely and accurate manner is a commitment we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. As we learn about you and your business, we gain insight into your financial condition. We help you to recognize opportunities for more effective tax planning, better controls, increasing profitability, and greater productivity. All of our services are specifically tailored to your unique business needs.

We encourage you to do all your research before choosing your bookkeeper. When speaking to a potential bookkeeper, ask for references and ask how long they’ve been in business. Simply stating "over 30 years experience" usually means 30 years of working for someone else. Be sure to do your research and ask as many questions as needed before making a decision.

Our Services

DFW Financials specializes in the following: Learn more about our services.


We provide a detailed list of services rendered with an account of all costs to your customers.

Accounts Payables

We can keep track of all of your company expenses by keeping up with your bills.

Accounts Receivables

By handling all of your invoicing, we are able to track outstanding balances.


We can take the proper steps in reminding delinquent clients to bring accounts current.

Comprehensive Reports

We provide you with all reports - saving time by providing concise documentation required for processing taxes.

Bank Reconciliation

Reconciling your business account each month keeps your bank account up-to-date.