Master Plan Bookkeeping

Helping Your Dream Grow

Bookkeeping service in Flower Mound, TX (show on map)

4.8

★★★★★

60 reviews

Master Plan Bookkeeping provides bookkeeping and payroll services to help businesses focus on growth.

Call (214) 945-4793

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About

Master Plan Bookkeeping is passionate about being the backbone of your business's financial health. Our bookkeeping and payroll services are designed to take the stress out of managing your finances, so you can focus on what you do best—growing your business. W

e pride ourselves on exceptional support, offering a dedicated bookkeeper backed by a team ready to step in at any time to ensure seamless and reliable service. Our mission is to help your dream grow by ensuring you have fast, accurate books, leveraging technology and efficiencies, proactively coaching, and communicating so you can make profitable decisions.

Dedicated support with built-in backup

Technology and integration with QuickBooks and other applications

Customizable add-on services

Bilingual support (Spanish)

AI consulting startup plan

Services

Full Service Bookkeeping

Everything you need to keep your books accurate, organized, and ready for smart business decisions.

Monthly transaction categorization Bank & credit card reconciliation Asset & liabilities reconciliation Month-end close Monthly P&L & Balance Sheet A/R & A/P monitoring

Payroll Services

Full payroll processing including employee setup, tax filings, and direct deposit.

Full payroll processing Employee setup and management Quarterly federal and state tax filings Annual W-2s, 1099s, and required forms Payroll tax deposits and compliance Direct deposit and pay stub management

Sales Tax Filing & Compliance

Track, file, and manage sales tax obligations across multiple jurisdictions.

Monthly or quarterly sales tax filing Multi-state and multi-jurisdiction filing Sales tax nexus review and guidance Accurate tracking and reconciliation Deadline management and reminders

Credentials & Certifications

Over 15 years in bookkeeping and payroll services

Spanish language proficiency

Over 25 years in nonprofit accounting

Over 8 years in bookkeeping with non-profit experience

Over 10 years in finance and bookkeeping across industries

Reviews

Rating

4.8

★★★★★

Reviews

"Very knowledgeable and professional service!"

Frequently Asked Questions

What is the Copper Plan? +

The Copper Plan includes full-service bookkeeping with monthly transaction categorization, bank reconciliation, month-end close, monthly P&L and Balance Sheet, A/R & A/P monitoring, QuickBooks Essentials, application integrations, client portal, monthly meetings with an Account Manager, mid-year and year-end reviews, unlimited email and phone support, and account management oversight.

What is included in the Silver Plan? +

The Silver Plan includes everything in the Copper Plan plus payroll processing (full payroll, employee setup, quarterly tax filings, annual W-2s, direct deposit, QuickBooks Payroll Core) and sales tax filing & compliance (monthly or quarterly filing, multi-state filing, nexus review, accurate tracking, deadline management).

What is included in the Gold Plan? +

The Gold Plan includes everything in the Silver Plan plus business tax return preparation (preparation and filing of business tax returns, K-1 preparation, state franchise tax filing, year-round tax planning, strategic guidance for growth and financial decisions), AI consulting startup plan, and additional management reporting.

Who is the Silver Plan suitable for? +

The Silver Plan is perfect for businesses with employees who need reliable payroll processing, companies that sell products and need sales tax compliance, growing businesses ready for comprehensive financial management, organizations tired of DIY payroll headaches, and businesses that want one provider for bookkeeping AND payroll.

What is NOT included in the Silver Plan? +

The Silver Plan does NOT include business tax return preparation (upgrade to Gold), use tax, liquor tax, other specialty tax filings (upgrade to Gold), and management reporting with Cash Flow Analysis (upgrade to Gold).