Dallas CPA Firm

CERTIFICATIONS

Certified Public Accountant
Member, American Institute of Certified Public Accountants (AICPA)

Meet With SDO CPA

Serena Do, CPA

TITLE

Managing Partner

HOMETOWN

Arlington, TX

YEARS OF EXPERIENCE

EDUCATION

Over a decade in tax compliance, international tax, and real estate accounting has taught me one thing: clarity is key. Before founding SDO CPA, I sharpened my skills at top firms like EY and BDO—managing multi-state, partnership, and S-Corp filings. Now, as Managing Partner, I focus on simplifying complex tax laws, automating day-to-day financial tasks, and offering forward-thinking advice so Dallas businesses stay competitive in a fast-paced marketplace. My ultimate goal? Empowering you with data-driven insights to maximize growth and confidently control your financial future.

SPECIALTIES

Business Tax
Accounting & Bookkeeping
Individual Tax
Tax Strategy & Planning
Business Tax Strategy
Multi-State Tax
Rental Properties

INDUSTRIES

Real Estate
Construction & Trades
Restaurants
Professional Services
Private Equity & Syndications
Consumer Goods & Retail
Healthcare & Medical Practices

Dallas–Fort Worth is the fourth-largest metro in the U.S. and a hub for logistics, healthcare, real estate, and professional services. With businesses operating across multiple cities and counties, multi-jurisdiction compliance is a real challenge. SDO CPA helps DFW businesses stay compliant while scaling efficiently.

Dallas CPA Firm: Your One-Stop Solution for Bookkeeping, Tax Prep & Fractional CFO Services

Streamline your finances and gain strategic insights with a tech-forward partner who stays ahead of tax law changes—so you can focus on growing your Dallas business.

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Streamline Your Finances with Expert Support

Pain Point: Juggling daily bookkeeping, payroll, tax prep, and now high-level financial planning can exhaust your time and team.

Solution: We offer comprehensive solutions—day-to-day accounting plus fractional CFO oversight—helping you manage every aspect of your financials and plan for sustainable growth.

Stay Ahead of Tax Law Changes with Confidence

Pain Point: Tax laws in Dallas and across Texas change frequently. Missing key updates or deductions can hurt your bottom line.

Solution: We’re a certified public accountant for Dallas, TX, always current on the latest rules. Whether it’s detailed bookkeeping or CFO-level forecasting, we keep you compliant while maximizing your tax benefits.

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Reliable CPA Services for Long-Term Growth

Pain Point: Many experienced CPAs are retiring, leaving business owners without stable, forward-thinking support

Solution: We’re a new-generation Dallas CPA firm here for the long haul. From bookkeeping services in Dallas, TX to advanced fractional CFO services, our dynamic team can adapt to your evolving needs.

How It Works

Getting started is simple. Here's what to expect:

Schedule a Free Consultation: Book a 25-minute call to discuss your business, current financial setup, and goals. No obligation, no pressure.

Get a Custom Proposal: We'll review your needs and provide a clear, flat-rate proposal estimate—so you know exactly what you're getting and what it costs.

Onboarding & Setup: Once you're on board, we connect to your accounts, clean up your books if needed, and establish a communication rhythm that works for you.

Ongoing Support & Strategy: From monthly bookkeeping to quarterly tax planning check-ins, we're your year-round financial partner—not just a tax season vendor.

Why Work With Us?

1
Tech-Forward Efficiency
We leverage modern, cloud-based platforms for bookkeeping, payroll, and fractional CFO collaboration—giving you usable data and quick results.
2
Strategic Financial Insight
Our fractional CFO services deliver high-level planning, budgeting, and cash-flow forecasting without the overhead of a full-time CFO.
3
Accurate & Reliable Financials
Stay ahead with streamlined reporting, clean bookkeeping, and strategic tax planning.
4
Proactive Tax Strategies
We continually monitor regulations and identify potential tax savings, keeping you compliant and financially agile in a competitive Dallas market.
5
Personalized Guidance
Enjoy hands-on support from a dedicated tax accountant serving Dallas, plus strategic CFO insights if you choose. Your success is our priority.

Frequently Asked Questions

How much does a CPA cost for a business in Dallas?

PA fees vary based on your business complexity, transaction volume, and service needs. At SDO CPA, basic bookkeeping starts around $300–$500 per month for a single entity. Full-service packages that include bookkeeping, tax planning, and advisory typically range from $1,000–$2,000 per month. Dallas businesses with complex operations or multiple entities may require custom pricing.

Do you work with Dallas-based startups and tech companies?

Yes. Dallas is home to a thriving startup ecosystem and major tech employers. We help technology companies with R&D tax credits, equity compensation planning, SaaS revenue recognition, and investor-ready financials.

Can you help with multi-state tax compliance for Dallas businesses?

Absolutely. Many Dallas companies operate across state lines. We help navigate nexus requirements, apportionment rules, and multi-state filing obligations to keep you compliant and minimize your tax burden.

Do you work with professional services firms in Dallas?

Yes. Professional services—including law firms, consulting firms, and marketing agencies—are a core part of the Dallas economy. We understand partner compensation structures, client billing reconciliation, and the unique tax planning needs of service businesses.

What's the difference between a bookkeeper and a CPA?

A bookkeeper records daily transactions and maintains your financial records. A CPA is a licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance.

Can you work with my existing QuickBooks or accounting software?

Yes. We work with QuickBooks Online, Xero, FreshBooks, and other cloud-based platforms. We also integrate with payroll platforms like Gusto and expense tools like Ramp.

Do you offer fractional CFO services in Dallas?

Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning support—ideal for Dallas businesses that need financial leadership without a full-time hire.

How do I get started with SDO CPA?

Schedule a free consultation through our website. We'll discuss your business, current financial setup, and goals. From there, we'll provide a proposal with transparent pricing.

Paul S., Business Owner

I’m too busy working with IT clients to worry about my accounting and bookkeeping. SDO CPA saves me from making mistakes, and they handle everything financial-related that I don’t know or have time for.

Michelle R., Restaurant Owner

I switched to Serena after my previous CPA retired in Dallas. The difference is night and day—clear communication, proactive tax planning, and the cloud-based bookkeeping makes everything easy.

Local CPA Services Across Texas

We serve Texas businesses in person and virtually. Select your city for location-specific information:

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See what SDO CPA can do for you in Dallas

Talk to us about our Dallas CPA services, including fractional CFO, bookkeeping, payroll, and tax solutions—so you can focus on what you do best.