Best QuickBooks Consulting & Training in Plano, TX

22 firms listed · all 22 in Plano · 1 open 24/7 · 2 open weekends · 21 rated 4.5+

Data verified October 15, 2026

Book onlineBook
Your Money Matters | Tax Preparation Office

Your Money Matters | Tax Preparation Office

4.9 49 reviews
“Ron with your Money Matters has been our tax man for the last 10 years or so.”
14+ years
3401 Custer Rd #152
i
Beckley & Associates

Beckley & Associates

4.6 42 reviews
“With regard to taxes and strategy, they've helped steer my decision-making for 10 years.”
Since 2005
6010 W Spring Creek Pkwy Suite 217
i
Tbfoster Nonprofit Accounting

Tbfoster Nonprofit Accounting

5.0 23 reviews
“We are extremely grateful for the exceptional assistance and guidance provided by Trent Foster who led us through each necessary step.”
Serves all of United StatesOpen 24 hoursSince 2018Prices online
3308 Preston Rd ste 350-220
i
Alex Tong CPA & Associates

Alex Tong CPA & Associates

4.5 44 reviews
“He does an amazing job very professionally, trusting, looks out for my families interests and no's the laws inside and out!!”
Since 2008Prices online
101 E Park Blvd #1100
i
SMD Consulting & Accounting

SMD Consulting & Accounting

4.9 34 reviews
“Our business has been using SMD to help with financial strategies and tax planning.”
Since 2011
5550 Granite Pkwy #170
i
Shamshiri CPA Group, Plano CPA Office

Shamshiri CPA Group, Plano CPA Office

4.8 17 reviews
“We have worked with this establishment for many years and enjoy their friendly service and knowledge.”
Since 2016BBB accreditedPrices online
5930 W Parker Rd STE 800
i

The 22 firms listed for Plano, TX set up, repair and teach accounting software for businesses. What each says about certifications and supported platforms comes from its own website; ratings and quotes come from public reviews.

Area overview: Plano, TX

All 22 firms we list here are in Plano itself. We have 28 firms in Plano on file; this page shows the highest-rated 22. The firms on this page are rated from 4.3 to 5.0 across 534 reviews; 3 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (83%) and quality (78%). The topics that come up most in reviews of the firms on this page are "patient", "communication" and "knowledge". 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax (3), audit (2), business consulting (2), outsourced accounting (2) and payroll services (2). 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Which software consultants listed for Plano list their certifications?

All 22 firms on this page have a website on file, and most name their certifications and the platforms they support. Certification status can be checked on the vendor's own directory, which is worth doing before the first call.

Jeramy Smith, CPA

Jeramy Smith, CPA

5.0 1 review
“Had to file taxes and we had it squared away before the cut off.”
BBB A+Since 2010Prices online
5151 Headquarters Dr #250
i
The MB Group

The MB Group

4.9 19 reviews
“If you are looking for a great group of people to take care of your accounting needs you found the perfect group with MB Group.”
Since 2019
5601 Democracy Dr Suite 150
i
Su CPA

Su CPA

5.0 16 reviews
“Michelle always gets to the point no matter how complicated the tax and accounting issues may look like.”
Free consultationServes North TexasSince 2018
6860 Dallas Pkwy Suite 246
i
Hadi CPA Accountants

Hadi CPA Accountants

Since 2021
6010 W Spring Creek Pkwy
i
Ahuja & Consultants

Ahuja & Consultants

4.7 17 reviews
“We've done our business & personal taxes with them for a few years and they always do a fantastic job.”
Serves United States, Worldwide20+ years
2901 Dallas Pkwy #320
i
Numeritax

Numeritax

5.0 27 reviews
“Awesome and champ knowledge of all taxes and as a best Accountant.”
Since 2015
6600 Chase Oaks Blvd Suite 150
i
Walton CPA

Walton CPA

4.3 7 reviews
“I retain them monthly to do all of my books for a few LLC's, a retail business, real estate transactions, personal taxes, and payroll.”
Since 2004Family-owned
1000 18th St
i
JW Tax & Consulting

JW Tax & Consulting

4.9 14 reviews
“JW Tax & Consulting LLC has been doing my taxes going on 4 years now and every year they get me more refund then the last year!!!”
Free consultationSince 2019
500 N Central Expy suite 500
i
Lead TAX AND Accounting Services

Lead TAX AND Accounting Services

5.0 7 reviews
“Lead Tax has handled both my family and business accounts for more than 7 years.”
Since 2023
101 E Park Blvd Suite 600
i
Robert J. Gonzalez CPA

Robert J. Gonzalez CPA

5.0 1 review
“He is kind, delivers as promised and we have never been in trouble with any authority.”
Free phone consultationSe habla españolSince 2008
101 E Park Blvd #413
i
Sakline Bookkeeping

Sakline Bookkeeping

5.0 5 reviews
“The entire team is well qualified and goes above and beyond the typical business relationship.”
Since 1999
7700 Windrose Ave. g300
i
Whitley Penn

Whitley Penn

Since 1983
5908 Headquarters Dr Suite 300
i
Accounttrack

Accounttrack

5.0 3 reviews
“Nourin and team took a load off my plate by putting all of my 2018 financials into quickbooks.”
10200 Independence Pkwy # 2120
i
Zhang CPA

Zhang CPA

5.0 1 review
Since 2015
5151 Headquarters Dr #140
i
TAX Pepo

TAX Pepo

5.0 5 reviews
“Daniel Njenja, CPA, was very courteous and took the time to swiftly and professionally resolve my issue.”
Since 2018
400 Chisholm Pl # 410
i
Secure AP

Secure AP

5.0 1 review
“I'm able to focus on other aspects of my business with the peace of mind that the team at Secure AP can take care of all of my accounting needs.”
Since 2020
101 E Park Blvd Suite 600
i

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top