Streamline and minimize taxes
Get guides on how to find opportunities to save on your taxes and automate your financial life.
The right team and expert bookkeeping service for your growing business
You deserve a team of real experts who care about the little details, bookkeepers, accountants, and CPAs dedicated to your business financials, doing accounting for you.
Dedicated expert Bookkeepers, just for you
One-on-one expert support
SDO gives you a dedicated bookkeeper supported by a team of knowledgeable small business experts. Phone, email, chat, your dedicated bookkeeping team is just a few clicks, away.
Powerful financial reporting
We reconcile your expenses regularly and provide you with financial reports so you have clear visibility of your business’s financial health.
All-in-one bookkeeping and tax solution
Outsource your accounting, bookkeeping, business and personal taxes to us so you can focus on generating more revenue for your business.
Steps to how we work
1.
Consultation
It starts with a few questions and then a consultation to customize your accounting package.
2.
Onboarding
After you select your package, you'll go through a guided bookkeeping organizer to get set up.
3.
Bookkeeping
You'll provide documents and receipts, and we'll keep your books up-to-date and provide reports.
Here’s our Awesome Team
We focus on delivering the best outcome for every clients. Our team becomes trusted advisors and partners, steering you in the right direction and offering the highest quality accounting & bookkeeping services.
Serena Do, CPA
Managing Partner
Steve Rutherford, CPA
Advisor
Kouri, CPA
Accountant
Fawn, CPA
Accountant
I’m too busy working with IT clients to worry about my accounting and bookkeeping. SDO CPA saves me from making mistakes, and they handle everything financial-related that I don’t know or have time for.
Paul S. ● IT CONSULTANT
FAQ
At SDO CPA, we offer flexible pricing to match the unique needs of your business.
Our basic bookkeeping services for a single entity typically range from $300 to $500 per month. Many of our clients prefer full-service packages, which average between $1,000 and $2,000 per month. For smaller businesses, we also offer customized programs to accommodate almost any budget.
We tailor our services to align with your specific business needs. Every business is different, so our proposals are personalized to ensure they provide the right fit for you. With our flat-rate pricing model, you won’t face unexpected increases in accounting costs during busier months. Our focus is on efficiency and delivering accurate results quickly, fostering a partnership that supports your business’s success.
We leverage cloud accounting technology to streamline your processes and minimize the need for paper. Most paper-based workflows can be digitized using advanced tools in the cloud accounting ecosystem.
For situations where digitization isn’t possible, we provide our clients with a user-friendly smartphone application and secure online portals. These tools ensure seamless digital communication, allow for easy document submission, and maintain permanent digital storage for your business records.
Cloud accounting is now a critical part of the financial world, and modern technology has significantly enhanced its security. While there were concerns in the past, advancements have made cloud-based systems more reliable and secure than ever. If you use a bank account or credit card, your financial data is likely already stored in the cloud, even if you don’t directly interact with it there.
At SDO CPA, we safeguard our clients' information using accounting technologies that meet strict security standards. As partners with leading platforms like Xero, Ramp, Gusto, Intuit QuickBooks, and more, we rely on top-tier solutions from companies renowned for their robust security and expertise in cloud technology.
Yes, we offer this support as an additional service. Reach out to your sales representative for more details on how we can assist with invoicing and bill payment management tailored to your needs.
Cash bookkeeping records transactions only when money is received or spent from a bank account. In contrast, accrual bookkeeping tracks revenue and expenses when they are earned or incurred, regardless of when cash changes hands.
Accrual bookkeeping provides a more comprehensive financial picture, which is why it’s the preferred method for most larger businesses. At SDO CPA, we recommend starting with accrual bookkeeping to ensure accurate financial tracking and to avoid complex transitions as your business grows.
We work with a diverse range of businesses across various industries and sizes. Our expertise includes supporting high-growth technology startups, e-commerce businesses, professional service providers, non-profits, and more. Contact us to learn how SDO CPA can tailor our services to meet the unique needs of your business.
We can support your business if it is a U.S. entity, regardless of where you are based in the world. Additionally, we provide consolidated reporting for U.S. entities with foreign subsidiaries. However, we do not currently offer services for foreign entities. Contact us to discuss how we can meet your specific needs.
Accounts payable (AP) and accounts receivable (AR) services are not included by default in our bookkeeping packages, but they can be added to any plan. Contact your sales representative for more information and customized options to fit your needs.
At SDO CPA, we use QuickBooks Online for bookkeeping because it provides several key advantages:
Simplified tax preparation: Nearly all tax preparers in the U.S. are familiar with QuickBooks, giving you the flexibility to work with any tax professional you choose.
Industry standard: Financial professionals like attorneys, bankers, and investors commonly use QuickBooks, making it easier to collaborate and make informed decisions.
Data portability: With QuickBooks, your data belongs to you. If you ever transition from SDO CPA, your financial information remains accessible and in a format ready for immediate use.
QuickBooks ensures efficiency, flexibility, and ease of use for managing your business finances.
Contact us
Open hours
Monday - Friday : 9 am - 5 pm
Location
214 S Main St, Suite 101C, Duncanville, Texas, 75116, US
We service Duncanville, Cedar Hill, DeSoto, Dallas, Grand Prairie, and clients all over the USA virtually.
© 2024 SDO CPA LLC – Privacy Policy – Terms – Disclaimer