Rise up. It's time to soar.
Bookkeeping and business consulting for Dallas–Fort Worth small businesses.
Clean, current books — and because we've run a business for 21 years ourselves, straight answers about what the numbers actually mean. Payroll, QuickBooks, and tax prep handled too, by a husband-and-wife team rather than a call center.
- Free first consultation
- Flat monthly pricing
- QuickBooks ProAdvisor certified
Looking for personal money coaching instead? See personal coaching
Meagan Warrick·Owner & Bookkeeper
For your business
The books, handled — start to finish
Take the whole thing off your plate, or just the part that keeps slipping. Flat monthly pricing, no hourly billing, no long-term contract.
Monthly Bookkeeping
Clean books, every month
Your books reconciled and current, month after month, so you always know exactly where your business stands. We do the categorizing, the reconciling, and the chasing — you get reports you can actually make decisions from.
- Know where your business stands every single month
- Stop dreading tax season — everything is already done
- Catch cash-flow problems while they're still small
QuickBooks Setup, Cleanup & Training
Get QuickBooks working for you
Starting fresh, cleaning up a file that got away from you, or just tired of guessing? A Certified QuickBooks Online ProAdvisor sets it up properly, fixes what's broken, and shows you how to actually use it.
- A chart of accounts that matches how your business really works
- A file you can finally trust the numbers in
- Confidence to handle the day-to-day entries yourself
Payroll
Everyone paid, everything filed
Payroll run on schedule, taxes withheld and deposited correctly, and quarterly filings handled — so you're never the one trying to remember a deadline.
- Your people paid accurately and on time, every time
- Payroll taxes withheld, deposited, and filed correctly
- No surprise notices or penalties in the mail
Sales Tax Filing
Filed right, filed on time
Texas sales tax tracked, calculated, and filed on schedule. We prepare the returns and keep the records, so a missed deadline never turns into a penalty letter.
- Returns filed on time, every reporting period
- Correct rates applied across every jurisdiction you sell in
- Clean records if you're ever questioned or audited
Tax Preparation
No scramble in April
Business and personal returns prepared by someone who has already been in your books all year. Nothing to gather, nothing to reconstruct at the last minute — it's simply ready.
- No frantic January hunting for receipts and statements
- Returns prepared from books that were right all year
- Fewer surprises, because we've watched the numbers all along
Two people who've done it, in your corner
Small Business Consulting & Coaching
Clean books tell you what happened. This is the part where we sit down together and decide what to do about it — Meagan on the numbers, Brian on twenty-one years of actually running a business.
What changes
- Pricing that actually covers your costs and pays you
- A real plan for the slow season instead of hoping
- Clarity on which jobs and customers make you money
- Someone in your corner who has made these decisions before
For you personally
Where Phoenix started
Long before we kept books for businesses, we sat at kitchen tables helping families breathe again. We never stopped.
Personal Financial Coaching
A financial ally in your corner
We journey alongside you as a trusted financial ally — providing hope, a safe and judgment-free space, practical tools, and steady support so you can authentically learn, grow, and soar into personal financial freedom.
- A clear, realistic monthly budget you'll actually stick to
- A plan to crush debt and stop living paycheck to paycheck
- An emergency fund and confidence for whatever comes next
Why Phoenix
Not just data entry
Plenty of services will categorize your transactions. Very few can tell you what to do about what they find.
We've run a business too
Twenty-one years of meeting payroll, pricing jobs, and surviving slow seasons. Your bookkeeper has sat where you're sitting — that changes the advice you get.
Flat monthly pricing
One predictable price agreed up front. No hourly billing, no clock running when you call with a question, no invoice you didn't expect.
Behind is not a problem
Months of unopened statements? A file nobody's touched since spring? We've seen it, we've fixed it, and we're not going to make you feel bad about it.
You'll actually understand your numbers
We don't just hand you a report. We walk you through what it says about your business, in plain language, so you can make the call yourself.
Simple from day one
How working together works
Getting started is easier than you think — even if you're a year behind.
Tell us what shape things are in
A free, no-pressure conversation about your business, your books, and whatever's been nagging at you. Honest answers, no sales pitch.
We clean up and take over
We catch up whatever's behind, fix what's set up wrong, and take the monthly work off your plate for a flat, agreed price.
You get clarity — and options
Every month, reports that actually make sense. And when you're ready to work on the business itself, Meagan and Brian are already right here.
Meagan Warrick
Owner & Bookkeeper
Meet your bookkeeper
Hi, I'm Meagan — and I'm in your corner
I spent years running the books for a school district, managing budgets, state and federal funding, and a team — before bringing all of it to small businesses across North Texas. A Master's in Accounting, a QuickBooks ProAdvisor certification, and a genuine love of a reconciled account.
What I care about most is the relationship. I want to know your business well enough that when something looks off in your numbers, I catch it and call you — and when you ask me a question, you get a real answer in plain language, not a report to go read.
Kind words
From the business owners we work with
“Meagan with Phoenix Financial Coaching has been a blessing to our business. She is phenomenal — always giving us great advice and always on top of things so we can run a successful business.”
Maria & Usafi Barrientos
B Brothers Electric, LLC
“Working with Phoenix Financial has been nothing short of incredible. Their team goes above and beyond to ensure every detail is handled with precision and care.”
Joshua Carter
Floor Coverings International
“We cannot recommend Phoenix Financial Coaching enough! Meagan has been such a blessing to both our family and our business.”
Josh & Brooke Dryden
H2Pros Pool Care, LLC
Questions?
Frequently asked questions
Ready to hand off the books?
Your first consultation is free and pressure-free — even if you're months behind. Let's find out where you stand.
Let's talk
Book your free consultation
Tell us a little about your goals and we'll reach out to schedule a free, no-pressure conversation. Wherever you're starting from is the right place to start.