Dana McGuffin CPA

Dana McGuffin CPA is an accounting practice in Southlake, Texas, that takes the monthly books off the hands of business owners and nonprofit leaders. Each client is given a dedicated account manager, and the aim is to hand back financial figures that the client can actually read and act on. Ministries and youth associations are a stated focus alongside ordinary small firms.

What Dana McGuffin CPA offers

• Monthly bookkeeping and reconciliations: recording transactions and reconciling accounts so records are ready for tax or lender review.
• Bills and vendor payments: managing payables to avoid late charges and keep cash flow predictable.
• Payroll: payroll calculations and basic compliance tasks each pay period.
• Financial reporting: management accounts and reports on cash flow, profitability and upcoming obligations.
• Nonprofit accounting: grant tracking for charities and membership reporting for youth associations.
• Fraud and compliance controls: help keeping practices sound and in line with tax and financial rules.

Who it works with

Small businesses, nonprofits, churches and ministries, and youth associations that want their accounting handled by an outside team.

Key facts

• Based in: Southlake, Texas, USA
• Clients: more than 250 businesses, as the firm states