Business Details
20 Years
experience
Trusted Accounting Services in Southlake, TX
Founded in 2006, Dana McGuffin, CPA is a Southlake, Texas-based accounting firm with over 15 years of combined experience in business and ministry financial services. Our team of certified professionals specializes in cloud-based accounting solutions, flat-fee billing, and strategic financial partnerships that prioritize client needs over hourly tracking. We distinguish ourselves through a Results Only Work Environment (ROWE) that emphasizes client outcomes over time tracking, offering transparent pricing and 24-hour response guarantees.With expertise in QuickBooks integration, tax compliance, and financial consulting, we serve businesses and ministries across the DFW Metroplex, focusing on creating sustainable fiscal foundations that enable clients to concentrate on organizational growth. Our three core promisesownership of work, transparent communication, and genuine careform the bedrock of our client relationships, ensuring ethical practices and long-term financial success for our clients.
Services
Business Accounting
Ministry Accounting
Tax Preparation
QuickBooks Setup
Financial Consulting
Payroll Services
Budgeting
Compliance Services
Church Accounting
Nonprofit Accounting
Details
- Year established: 2006
Highlights and features
- We offer flat-fee billing with no surprise invoices
- Our team utilizes cloud technology for real-time financial access
- We guarantee responses to client inquiries within 24 business hours
- We specialize in ministry and nonprofit accounting expertise
- Our Results Only Work Environment prioritizes client outcomes over time tracking
What people say
Personalized service
Timely manner
Understand business needs
Proactive issue resolution
Financial growth support
Services
Business Accounting
Our business accounting services provide comprehensive financial management for growing organizations. We handle monthly bookkeeping, tax preparation, and financial reporting while utilizing cloud technology for real-time access. Certified QuickBooks Pro Advisors ensure seamless software integration and training. This service helps business owners focus on growth while maintaining accurate financial records and compliance with tax regulations.
Ministry Accounting
Specialized accounting solutions for churches and ministries ensure ethical financial practices and regulatory compliance. We implement proper separation of duties, donor management integration, and sustainable financial models. Our team understands the unique needs of religious organizations, providing transparent reporting and strategic guidance to support long-term ministry goals while maintaining fiscal responsibility.
Tax Preparation
Comprehensive tax preparation services cover federal, state, and local requirements for businesses and ministry organizations. Our certified professionals ensure accurate filings for corporate tax returns, franchise taxes, and sales tax documentation. We focus on maximizing deductions while maintaining compliance, providing strategic tax planning to optimize financial outcomes for our clients.
QuickBooks Setup
QuickBooks setup and integration services help organizations optimize their financial management systems. As Certified Pro Advisors, we provide software configuration, data migration, and customized training. This service ensures clients can effectively use cloud-based accounting tools to track financial performance, generate reports, and streamline bookkeeping processes for improved operational efficiency.
Financial Consulting
Strategic financial consulting helps organizations make informed business decisions. We analyze financial data to provide actionable insights on cash flow management, profitability optimization, and growth strategies. This service supports business owners and ministry leaders in developing sustainable financial practices that align with their organizational vision and long-term objectives.
People
Dana McGuffin
Owner
Certified Public Accountant with 30+ years experience. Founded Dana McGuffin, CPA in 2006 after decades of accounting practice. Specializes in outsourced accounting solutions and business financial strategy.
Emily Rivera
Account Manager
Master's Degree in accounting. Specializes in client bookkeeping needs. Joined firm in 2019. Focuses on accurate financial record-keeping and client support.
Ashley Jones
Practice & Business Development Manager
Business development professional with management and customer service expertise. Oversees practice growth initiatives. Holds psychology degree from University of Illinois at Chicago.
Rebecca Waterman
Office Administrator
Certified QuickBooks professional with 20+ years medical management experience. Handles administrative operations and client support. Specializes in accounting software integration and problem-solving.
Questions
What accounting services do you offer for businesses?
We provide monthly bookkeeping, tax preparation, QuickBooks setup, financial consulting, and compliance services tailored to business needs.
Do you specialize in church accounting services?
Yes, we offer specialized accounting for ministries including donor management integration and sustainable financial model development.
How does your billing process work?
We use flat-fee billing with upfront quotes, ensuring no surprise invoices or hourly charges for our accounting services.
What areas do you serve?
We primarily serve Southlake, Texas and the DFW Metroplex area for both businesses and ministry organizations.
How quickly do you respond to client inquiries?
We guarantee responses to all calls and emails within 24 business hours for our accounting clients.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and ongoing support as Certified Pro Advisors for business clients.
