Your Life is Waiting...

You didn't start your business so you could spend all your free time worrying about running the business and making sure the financials are done correctly. You started a business because you wanted the freedom to live life on your terms. Stop spending too much time on your financials and get your freedom and peace of mind back.

How We Help

We understand how hard it is to balance the needs of the business with the needs of your life. That's where we come in. We serve as your outsourced tax and bookkeeping team. We work alongside you to establish a manageable bookkeeping system that fits your specific needs. 

Try Us Out Risk-Free

  • Free Consultation and On-boarding 
    We'll discuss your specific business needs to develop the best system for you and your business. Whether you need more simplicity or the ability to scale with your business, we help outline what system will meet your needs.
  • Free 30 Day Trial Period - Try us out with no risk
    You shouldn't have to pay for a service until you're clear it's going to work for your needs. The first 30 days of our bookkeeping service are always free. Try us out risk-free. If it doesn't work, there's no obligation on your end. 

All Bookkeeping Packages Include:

  • Complete review of your Balance Sheet and income statement going back to the beginning of the year
  • Review of your Chart of Accounts and recommend appropriate changes based on your business sector
  • Assistance with setting up your Quickbooks Online account and granting access to Tobin Patel
  • Setting up your account with the Texas Comptroller to pay your Franchise, Sales or Hotel Occupancy Tax as appropriate for your business
  • Setting up your account with the IRS to pay your Federal Payroll tax if needed
  • Setting up your account with Texas Workforce Commission to pay your State Unemployment tax if needed

Why others choose P|D|P as their Bookkeeping and Tax partner

  • Big-Firm Experience
    We've spent our professional careers at Big 4 and large corporate tax and consulting firms. We know what works and what doesn't . 
  • Small-Firm Client Experience
    Depending on your needs, our services start as low as $200/month. We don't charge absurd monthly fees for simple tax or bookkeeping tasks.
  • Transparent, Flat-Fee Pricing
    Depending on your needs, our services start as low as $200/month. When we quote a price, that's the price you'll pay. We don't take advantage of unclear or hourly-based pricing models. You'll have a clear understanding of your monthly fee and peace of mind knowing what you'll be charged each month.

Schedule Your Free Bookkeeping Assessment Today!

Name *
How should we connect with you?


Good Reasons to Outsource Your Tax or Bookkeeping Team

  • We eat, sleep, and breathe bookkeeping and stay current on all new laws and regulations so you don't have to.
  • It will free you up to focus on running your business. Even if you understand tax and financial concept, your highest and best use is to focus on your business.
  • We can craft your financials to be more useable for a business management perspective - e.g. subgrouping expenses by department or function.
  • No need to remember to run payroll or file sales tax reports
  • Your tax return will be much more accurate with a tax professional maintaining your books and records year-round.