Books by Cassidy is a bookkeeping and advisory firm built for small business owners who want their numbers handled with precision — and explained in plain English.
Every account reconciled, every entry categorized correctly, every month closed on time — so the numbers you make decisions from are always accurate.
No jargon, no vague reports. You'll always know exactly where your business stands and what to do next.
You work directly with Cassidy — not a rotating cast of staff. Consistent, personal service every month.
Bank and credit card reconciliation, categorized transactions, and clean monthly financial statements delivered on a consistent schedule.
Cash flow planning, budget guidance, and financial reporting that helps you understand not just where you've been, but where you're headed.
Behind on your books? We'll reconcile past periods, correct errors, and get your records fully caught up and audit-ready.
"Cassidy is the bookkeeper's bookkeeper. She's a REAL expert. Thank you for helping me understand my issues!"
"Working with Cassidy is always an incredible experience. She is extremely communicative, organized, and understands her craft at a high level."
"Cassidy is exceptional in all ways! She's an expert in bookkeeping and QuickBooks Online."
"Cassidy was absolutely amazing! 10/10 recommend. I am so grateful to have found her."
"Cassidy is extremely knowledgeable and thorough. Highly recommend!"
"Very detail oriented. Excellent communication. Clearly very knowledgeable."
"She is always quick to respond and has been very insightful. I plan to keep going back to her whenever I need her expertise."
"Straight to the point, understood everything, answered all my questions and helped me out till the end."
"It was incredible working with Cassidy! She transformed several years of accounting data into QB and matched everything perfectly. Very polite, great availability, and communicated clearly. Cannot recommend her enough!"
"Cassidy is a very talented seller and treats her business and customers with a lot of care. She gave me advice on things I could complete myself instead of overcharging me. I'll absolutely come back."
"Cassidy was very responsive on a last-minute request and gave clear guidance that saved me hours of my own time."
"She is fantastic. She completely helped me achieve my request the same day. Very grateful for her help and expertise. Definitely recommend to everyone."
"Fast and professional service."
Cassidy holds a Bachelor's degree in Business Finance and has been working in QuickBooks since 2010. She founded Books by Cassidy in 2020 to give small business owners in Keller and Southlake something hard to find: a bookkeeper who actually picks up the phone. Every client works directly with Cassidy — no handoffs, no call centers, no guessing who's looking at your books this month.
That experience spans a genuinely wide range of industries — from service businesses like lawn care companies to financial services firms, curriculum developers, physicians and therapists, healthcare practices, SaaS companies, fitness studios, and many more. Whatever your industry, chances are Cassidy has already helped a business like yours get its books in order.
Whether you're a growing local business or a solo operation ready to get organized, the goal is the same — accurate books, clear answers, and a partner who treats your business like it matters.
— Cassidy
QuickBooks Online
Certified — Level 1
QuickBooks Online
Certified — Level 2
Intuit Bookkeeping
Trained
Client Advisory Services
Foundations Graduate
Schedule a free consultation to see how Books by Cassidy can help — no obligation, just a real conversation about where your business stands.
Pick a time that works for you and get a consultation on the calendar in under a minute — no forms, no back-and-forth.
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