Garrison Bookkeeping

For CPAs & tax professionals

We keep your shared clients' books clean, stay strictly out of tax work, and hand you a package you can actually work from.

Start a referral conversation (214) 506-3542 info@garrisonbk.com

We make your busy season easier

  • Shared clients arrive ready: reconciled, return-tied books — trial balance, GL, fixed-asset detail, source documents, and an open-questions memo.
  • Projections before you need them: projected income with methodology shown and book-to-tax items flagged for your review, kept current with you through filing.
  • We stay in our lane: we do not provide tax advice or attest work. Tax questions come straight back to you.

Common questions

Will you go after my client's tax work?

No. We do not prepare returns, provide tax advice, or perform attest work. Tax questions that come to us go straight back to you.

What does the client actually buy?

One of two things. Bookkeeping is the core service — categorization, reconciliation, monthly financial statements, vendor W-9s and 1099 filings. Advisory adds benchmarking, a Model P&L, a monthly narrative and quarterly reviews on top. The package you receive is the same standard either way.

What software do you work in?

We only work with clients in QuickBooks Online.