Professional Bookkeeping, Financial Reporting, and CFO-level Advisory Services for a simple and cost-effective monthly fixed fee.
Businesses are at a competitive disadvantage when they don't have a finance team—but fully-staffed internal finance departments aren’t always feasible.
Basic bookkeeping, traditional CPA firms, and automated tools each have limitations: inconsistent accuracy, generic reporting, limited insight.
Expert bookkeeping that is tailored to your business. Clear reporting, dependable insights, and simplified financial management.
Through a detailed discovery process, we create tailored packages of bookkeeping, reporting, and advisory services. You benefit from industry-leading best practices—without the expense or complexity of managing an internal finance team.
Get complete confidence in your numbers with outsourced bookkeeping services. With accurate and meticulous financial records, lenders and investors will immediately trust your numbers.
Make sense of your raw numbers. Sophisticated financial reports, cash flow forecasts, and KPI dashboards that will help you track what matters most.
Numbers matter, but context is everything. With our financial advisory services, you get monthly and quarterly one-on-one sessions with a dedicated financial expert who understands your business.
Optimized chart of accounts implementation, software tech stack optimization
Outsourced bookkeeping, cash or accrual accounting, sales tax (reconciliation, preparation, & filing), month-end close, year-end close, 1099 preparation & filing, coordination with tax CPA
Bill pay and vendor reconciliation management, accounts receivable process optimization
Monthly and annual financial statements
Existing book cleanup, monthly financial review calls, advanced reporting with management dashboard, payroll.
Scalable solutions to empower your growth and strategic decision-making
Won’t scale with company growth
Often don’t follow best practices
Unreliable financial reports
Transactional focus only
Minimal support, no strategy
Not set up for bookkeeping
Strong in audit and tax, not monthly operations
Dogmatic understanding of business
Opaque hourly billing misalignment
Overwhelmed, poor service
Alex brings over 15 years of investment, global finance, and capital advisory expertise with leading financial institutions. He worked with businesses at every stage of growth and realized that smaller businesses are at a competitive disadvantage, partly due to their lack of access to sophisticated financial advisory. This realization led to the creation of Dedicated Books.
He earned his MBA from the University of Virginia’s Darden School of Business, holds a bachelor’s degree in accounting, and is a CFA® charterholder.
Alex resides in Dallas, Texas, with his loving wife and beautiful daughter. He enjoys training for triathlons, traveling, and exploring the great outdoors.
We will adapt our services to your unique business requirements, delivering solutions that meet or exceed your industry’s best practices and drive results
Alex founded Dedicated Books after a career with leading banks and investment firms, where he supported businesses through capital financing and advisory. He saw a consistent theme: smaller businesses lack the resources to maintain financial records that allow them to make the best decisions. Alex created Dedicated Books to solve this problem and feed his passion for working with businesses in the real economy.
Our specialists will meet your industry’s standards and best practices to create a solid foundation. That foundation allows us to develop monthly financial statements and specialized reports tailored to your business and industry. We also offer recurring advisory calls and CFO services. We ensure you make well-informed decisions for long-term success.
Your Managed Finance Solution.
6301 Gaston Avenue, Suite 1145 Dallas, TX, US, 75214
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