Hands organizing financial documents and bank statements on desk

Your accounts managed every month, with precision

Bank reconciliation, expense tracking, and profit and loss statements are delivered monthly via email. Clean financials without the headache.

Bookkeeping Cleanup

Get Your Books Back on Track

Fix months of uncategorized transactions, missing reconciliations, and accounting errors. We prepare your books for tax season and CPA filing.

Bookkeeper organizing and categorizing financial documents

Fix uncategorized transactions

We categorize every transaction properly so your expenses and income are accurate and ready for tax time.

Detailed reconciliation of bank statements and accounting records

Reconcile past months

We balance your bank and credit card statements with your records to catch missing entries, duplicates, and discrepancies.

Financial software displaying accounting corrections and data entry

Correct accounting errors

We identify and fix journal entry mistakes, misaligned accounts, and recording problems that throw off your financial statements.

Organized bookkeeping workspace with CPA-ready financial documents

Prepare books for CPA filing

We organize and document everything your CPA needs to file your taxes correctly and on time without back-and-forth delays.

Sales tax tracking report and organized financial data on screen

Sales tax tracking & reports

We calculate and document sales tax liability by period so you're ready for state filings and understand what you owe.

Professional reviewing compliance documentation and bookkeeping records

Compliance support

We ensure your records meet regulatory requirements and are documented properly for audits and tax authority inquiries.

Industry expertise

Specialized add-ons for your industry

New Horizon Accounting Services tailors financial tracking to IT firms, tax practices, and consulting agencies. Get the metrics that matter most to your business.

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Industry add-ons available

Subscription revenue tracking, project costing, trust accounts, and retainer management built into your books.

100%

Custom to your business

Every add-on integrates with your monthly bookkeeping so nothing falls through the cracks.

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Industries we specialize in

IT and MSP firms, tax practices, and consulting agencies get tailored financial tracking they need.

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Point of contact

Work directly with Shir Shah at New Horizon Accounting Services for clarity and consistency every month.

Client success

Real results from small businesses

See how New Horizon Accounting Services has helped Dallas businesses gain clarity and control over their finances.

TrueBalance cleaned up three years of messy transactions and got our books ready for tax season. The process was straightforward and stress-free.

Jennifer Martinez

Jennifer Martinez

IT Services Owner, Dallas

Monthly reconciliation and P&L reports now give me a clear picture of my cash flow. I know where my money is going and where it's coming from.

David Park

David Park

Consulting Agency Principal, Dallas

Our CPA told us our books were finally in order. TrueBalance made the whole process simple, and we saved time preparing for our annual audit.

Marcus Thompson

Marcus Thompson

Tax Firm Manager, Dallas

We were drowning in uncategorized expenses and missed transactions. TrueBalance fixed everything and set up systems so it stays clean going forward.

Rachel Cohen

Rachel Cohen

MSP Company Owner, Dallas

Simple, transparent pricing

Pick the plan that fits your business

Clean books start with the right service. Choose monthly bookkeeping, cleanup, or both. No hidden fees.

Most popular

Monthly bookkeeping

Custom quote

monthly

Bank and credit card reconciliation, expense categorization, P&L, and balance sheet every month.

Get your quote

Features:

Bank & credit card reconciliation
Expense categorization
Monthly P&L and balance sheet
Cash flow overview
Email support
Income tracking

Bookkeeping cleanup

Custom quote

one-time

Fix messy books, reconcile past months, and get CPA-ready financials for tax season.

Request cleanup

Features:

Fix uncategorized transactions
Reconcile past months
Sales tax tracking
Prepare books for CPA/taxes
Correct historical errors
Reports for CPA filing

Payroll integration

Custom quote

monthly add-on

Sync payroll data with your books monthly. Works with Gusto, ADP, and other providers.

Add payroll

Features:

Sync payroll with books
Verify payroll reports
Liaison with payroll provider
Monthly review summary
Expense trends reporting

Industry add-ons

Custom quote

monthly add-on

Specialized tracking for IT firms, tax practices, and consulting agencies. Tailored to your revenue model.

See your industry

Features:

Subscription revenue tracking
Project cost tracking
Invoice and retainer tracking
Contractor payment tracking
Client trust account setup
Expense optimization insights
Questions?

Answers about our bookkeeping services

Find quick answers about how New Horizon Accounting Services works and what's included in each service.

What's included in monthly bookkeeping?

We handle bank and credit card reconciliation, categorize expenses, track income, and deliver monthly profit and loss statements and balance sheets. You get email support and a cash flow overview each month.

How does bookkeeping cleanup work?

We fix uncategorized transactions, reconcile past months, correct errors, and prepare your books for your CPA or tax filing. We also track sales tax and provide compliance support to get you audit-ready.

Do you handle payroll integration?

Yes. We sync your payroll with your books, verify payroll reports, and act as a liaison with your provider like Gusto or ADP. You'll get a monthly review summary with basic performance insights.

What if I'm in IT or tech?

New Horizon Accounting Services offers specialized tracking for IT firms and MSPs: subscription revenue tracking, project cost tracking, software expense categorization, and contractor payment tracking.

Can you prepare my books for my tax accountant?

Absolutely. Bookkeeping cleanup includes preparing clean, CPA-ready financials and comprehensive reports for tax filing. We ensure your books are organized and accurate before tax season.

What's the typical process to get started?

Contact us at +19723381479 or support@newhorizonaccounting.com. We'll discuss your needs, answer questions about pricing and services, and get your books set up. Most clients start within days of signing up.

Ready to get your books in order?

Reach out to New Horizon Accounting Services in Dallas. We'll discuss your bookkeeping needs and find the right solution.