Small Business Account Reconciliation Services in Dallas, TX

Get Back Your Month-End Close Time

For many business owners, bookkeeping is time consuming and complicated. We have a team of professional account reconciliation experts in the Dallas-Fort Worth area ready to help.

Simplify Your Financial Reconciliation Process

A streamlined process that saves you time and energy

With Jones Square, you can depend on integrity services that offer monthly reconciliation updates, financial statements, and peace of mind knowing your accounts are in order. Gain all the benefits of having a partner in-house without the costly expense of salaries, benefits, and more.

Expect the following:

Attention to Detail

It’s our job to focus on the details for you. Our team will reconcile all types of accounts for your business, ensuring that you always have accurate, detailed records of your financial health.

Valuable Insights

Not only will you get accurate books, but we can deliver insightful reports and offer new ideas to improve your financial practices and save you money.

Experienced, Certified Professionals

Leverage our decades of experience in business and financial services to get reliable, trustworthy advice and easily tackle complex questions.

Account Reconciliation Services We Provide

We offer a wide range of financial reconciliation services to meet business needs. These include:

  • Reconciling your bank records with the credit card statement
  • Reconciling bank statements with the records managed by your company
  • Full and partial account reconciliation
  • Reconciliation of vendor invoices with your general ledger
  • Cheque sequencing services
  • Review of checks deposited, issued, cleared, and canceled
  • Creating bank account reconciliation reports
  • Business credit card reconciliation services: Enhance cash flow, track unsettled payments & overdue payments

An outsourced partner like Jones Square can alleviate headaches, offering you and your team peace of mind knowing your business accounts are in order and right where they should be. Finding the right help can be challenging. Let our team take the heavy lifting off your plate.

Jones Square Director of Bookkeeping Dorothy Freeman​

Benefits Beyond Reconciliation

Accounts Payable experts from Jones Square reviewing a client's short-term debt


Outsourcing your account balancing doesn't have to feel disconnected and impersonal. At Jones Square, we make it a point to integrate into your company and become an extension of you. The better we understand your small business, the more we can help.


We know numbers, and you can count on us to keep a close eye on the financial reports. As we manage your accounts, we will inform you about errors, your financial position, missed opportunities, and more.

A child realizing the power of outsourcing Accounts Payable services with Jones Square


Collectively, we have more than 100 years of experience. In addition, our degreed leadership and team of accounting professionals have the knowledge and skills to handle a wide variety of situations.

Our Bank Reconciliation Process Is EASY

We understand that managing your accounts can add layers of complexity and headaches to any business, which is why we make it “EASY” at Jones Square. We are experienced professionals who perform your accounting needs, whether large or small, with the highest level of integrity.


Contact us. Once we decide the relationship is a good fit, we’ll have an initial meeting. In this initial conversation, we learn about your business and how you are currently handling your bookkeeping and accounting. We also gather your materials, such as bills and reports, and take note of your current accounting systems.


When everything is gathered, we begin to assess an ideal service plan. Our service plans are customized to each client based on their needs and can range from full back-office accounting support to a la carte services. See our accounting services here.


This is where the rubber meets the road. Once materials are gathered and we have an action plan, we begin implementation. We work with the relevant team members to put things in motion. We engage you along the way, so you are fully informed of our progress.

Year-Round Engagement

Our job doesn’t stop at implementation. Once we are onboarded with your company, we begin managing your bookkeeping and accounting so that you can focus on your business. We have regularly scheduled touchpoints with relevant team members and continuously seek efficiencies in our processes.

Let Jones Square Make Your Life EASY!

What Our Small Business Clients Are Saying

We have had the pleasure of serving small businesses across a variety of industries. From construction to the service industry, we provide a full range of expertise and work with you to understand the unique needs of your company and industry.

Our client’s satisfaction is the ultimate gauge of our success. We are proud to be a company our clients can trust.
Debbie ChapmanOwner, TDC Enterprises
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“I know I love having you guys do what you’re doing for me. Really great to have timely information and tax returns. It has really freed me up so much to start enjoying other things in life!”
Connor R. BalesGeneral Manager, Lawns of Dallas
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“Our experience with Jones Square has been nothing short of fantastic. Their firm currently serves our company in many capacities. Those include controllership duties, corporate and personal tax planning and preparation, financial modeling and forecasting, and general business advising. Their staff is professional, knowledgeable, courteous, and pro-active. This level of excellence begins with their associates and moves all the way to their partners. I would confidently give Jones Square Financial my highest professional recommendation.”
Dr. Elizabeth Ritz, PH.D.Ritz Counseling Services
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“My referral to Jones Square came through a highly trusted friend. The Jones Square team has treated me with respect, kindness and patience as I am/was financially quite naive. The staff's knowledge and experience has shaped my financial life so completely so that my goals and actions are now in order. The result is a great peace of mind. I have confidently referred countless clients who need the expert help from Jones Square that results in practical application. I am so grateful for their services!”
Suzanna HarrisonPresident/Agency Principal Nationwide Insurance
Suzanna Harrison Agency, Inc
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“My experience with Jones Square has been wonderful. They have serviced my accounting needs for 10 years plus and are always professional and accurate in their services. I trust them completely and without reservation knowing they always keep my best interests in mind, while following banking/IRS rules regulations. I never worry about the advice I receive from them, since they are so trustworthy. Furthermore, they are quite friendly. I heartily endorse Jones Square without hesitation.”
Michael HollmanOwner, Matco Services
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“Jones Square has been wonderful to work with, since I purchased Matco. They are the complete solution to our back-office accounting issues. Their entire team is courteous, professional and know all aspects of what our small business needs.”

See How Account Reconciliation Services Can Work For You.

Are you ready to discuss how Jones Square can assist with your timely reconciliation and small business accounting needs? Schedule your risk-free meet-and-greet with our team today!

FAQs About Small Business Accounting

Account reconciliation involves ensuring the accuracy of your company’s financial information by reviewing two sets of financial statement records and confirming that they are both complete and accurate.

Our reconciliation services include review, management, and reporting on all accounts you keep with our team. We will keep you informed about all errors, missed opportunities, and more. We offer a wide range of financial reconciliation services, including:

    • Reconciling bank records with the credit card statement
    • Reconciling bank statements with the records maintained by your company
    • Conducting full and partial account reconciliations
    • Reconciliation of vendor invoices with your general ledger
    • Cheque sequencing services
    • Reviewing checks deposited, issued, cleared, and canceled
    • Creating detailed bank account reconciliation reports
    • Business credit card reconciliation services: Boost cash flow, monitor outstanding payments, and address overdue payments

Contact Us Today For A Complimentary Consultation

Jones Square offers services for four types of account reconciliation:

  • Credit card reconciliation: Comparing credit card statements to the company’s ledger
  • Bank account reconciliation: Comparing your company’s bank statements against your own records
  • Balance sheet reconciliation: Comparing balances in the balance sheet with the general ledger and other supporting documents such as bank and credit card statements, as well as invoices
  • Cash reconciliation: Comparing the recorded balance of your business and the recorded balance of the bank statement

Contact Us To Learn More About Our Account Reconciliation Services

Our streamlined process is designed to put our team’s attention where you need it most – and utilize our services in the most effective way.

Learn More About Our Accounting Process Here

Jones Square follows the standard of monthly reconciliation updates. With over 100 years of experience, Jones Square ensures that your accounts are in order and that your small business is financially healthy.