Bookkeeping that stays clean, current, and actually useful.
Running a business is hard enough—your books shouldn’t be another fire drill. We handle your bookkeeping with a simple, consistent process so you always know where you stand (and what to do next).
Clear categories. Monthly reconciliations. Straight answers. No messy spreadsheets or mystery numbers—just clean, up-to-date records you can trust when it’s time to make decisions, pay yourself, or pay taxes.
What we do.
What’s included in our bookkeeping:
Monthly bank + credit card reconciliations
Transaction categorization (done consistently, month after month)
Income + expense tracking that makes sense (and matches your business)
Monthly financial reports (Profit & Loss, Balance Sheet, and more if you need it)
Cleanup + catch-up bookkeeping when things got behind
Real estate-friendly tracking (properties, repairs, contractors, owner draws—kept organized)
Great for business owners who don’t have time to babysit their books
We’re a strong fit if you’re:
A growing small business that needs structure
A real estate investor with multiple properties and moving expenses
A contractor or service business tracking jobs, subs, and materials
A realtor/broker who wants clean reporting and fewer tax-time surprises
How It Works.
Our process is simple
Step 1
Set up + clean up
We get your accounts connected, confirm how you want things categorized, and clean up any messy months.
Step 2
Monthly close
We reconcile everything, categorize properly, and make sure your books match reality.
Step 3
Reports you can use
You get clear monthly reports—so you can see profit, spot issues early, and plan confidently.
Step 4
Always Tax-ready
When it’s time for taxes, your books are already organized. No scrambling. No guessing.
Get Results Now.
Your books; done right
Here's what you get:
Confidence in your numbers (not “I think we’re doing okay?”)
Cleaner cash flow visibility
Easier tax prep and fewer surprises
Better decisions on hiring, spending, and investing
A system that scales as you grow
Bookkeeping FAQs
Yes.
Most clients use QuickBooks, and we can help set it up the right way.
Absolutely.
We do cleanup/catch-up bookkeeping, then move you into a consistent monthly rhythm.
Yes.
Especially rentals and investor-focused bookkeeping where tracking matters (repairs, contractors, property expenses, etc.).
Big time.
Clean books make tax prep faster, smoother, and far less stressful.
Ready to stop stressing about your books?
Let’s get your bookkeeping cleaned up, systemized, and handled every month—so you can focus on growth, not guesswork.
"I’ve had the pleasure of working with Mason at Preston Financial Group for over 7 years, and I can confidently say he is the best accountant I’ve ever worked with. His professionalism, deep knowledge, and attention to detail have consistently exceeded my expectations year after year."
Lori Trombley
Co-Owner
BCS Service Pros
Preston Financial Group Helped Us Grow Our Business.
"We’ve had an excellent experience with Preston Financial Group over the past four years. Mason is incredibly knowledgeable and consistently takes the time to explain things in a clear and understandable way. He’s always professional, approachable, and genuinely helpful."
Anahita Tabrizi
Director
Kids Lodge Montessori
Accounting You Can Trust.
"I’ve been working with Mason at Preston Financial Group for a few years now, and at this point, I can’t imagine trusting anyone else with our taxes. Before him, I always felt a little in the dark—like I was constantly reacting to tax season instead of understanding what was going on. Mason changed that for us.
He’s incredibly patient. Explains things clearly without ever talking down to you, which I really value. Our situation isn’t the easiest—personal taxes, a business, a couple of rental properties in North DFW, and filing as an S-corp—but he’s been able to handle all of it with ease. Or at least, he makes it look easy. I know there’s a lot going on behind the scenes."
Jason Rutel
Owner
Creative Nomads
They Handle The Numbers So We Can Focus on Excellent Service for Our Customers.
"Awesome group for business accounting and tax services. They always respond quickly and are great to work with. Let them handle the numbers and taxes so you can focus on your customers as they do. A recipe for success includes Preston Financial Group."
Jeff Upchurch
Owner
The Sandwich Spot, Frisco
Our Contractor Business is Booming Because of Preston Financial.
"A truly amazing partner. They go above and beyond to address our financial concerns and provide solutions that are to the point and practical. We're very happy working with them and would definitely recommend their services"
Ikbal Biniyaz
Owner
DPS 360, LLC
Best Accounting Team Ever!
"I’ve worked with Mason and Preston Financial Group since 2014, and they’ve been instrumental in managing all aspects of my financial life. From tax planning and preparation to complex financial decisions, Mason brings clarity, expertise, and genuine care to everything he does.
His professionalism, attention to detail, and responsiveness set him apart. I trust him completely, and thanks to his guidance, I’ve saved time, reduced stress, and made smarter financial choices."
Babak Aria
Owner
Buttermilk Cafe & Bakery
Preston Financial Group is an experienced accounting firm that offers a wide range of services to meet the financial needs of businesses and individuals.
