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← Back to Top 80 Bookkeepers in the Dallas-Fort Worth Area, TX (2026)Preston Financial Group
Evidence Score 63/100 at 78% evidence coverage 4 of 80 on the Dallas-Fort Worth area list How the score works
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2023
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 4 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Preston Financial Group | home page | |
| Website | https://prestonfin.com/ | home page | |
| Office locality | Frisco, TX | home page | |
| Phone | +14699134185 | home page | |
| Offers bookkeeping | Documented: ...effectively, and grow with confidence through professional accounting services, bookkeeping, tax planning, and payroll support. Having worked with businesses across many... | home page | |
| Monthly bookkeeping | Documented: ...Call See What’s Included Stop guessing. Start trusting your numbers. Clear categories. Monthly reconciliations. Straight answers. No messy spreadsheets or mystery numbers-just... | /bookkeeping | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...financial reports (Profit & Loss, Balance Sheet, and more if you need it) Cleanup + catch-up bookkeeping when things got behind Real estate-friendly tracking (properties, repairs... | /bookkeeping | 5 pts (max 5) |
| Payroll coordination | Documented: ...Clients Say About Us: Partners That Trust Our Work Your Trusted Accounting, Tax, and Payroll Team. Reliable financial services from people you can actually reach. Preston Financial... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...after month) Income + expense tracking that makes sense (and matches your business) Monthly financial reports (Profit & Loss, Balance Sheet, and more if you need it) Cleanup +... | /bookkeeping | 6 pts (max 6) |
| Software supported | QuickBooks | /bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| What is included / excluded | Documented: ...trust when it’s time to make decisions, pay yourself, or pay taxes. What we do. What’s included in our bookkeeping: Monthly bank + credit card reconciliations Transaction... | /bookkeeping | 5 pts (max 5) |
| Onboarding described | Documented: ...and materials A realtor/broker who wants clean reporting and fewer tax-time surprises How It Works. Our process is simple Step 1 Set up + clean up We get your accounts connected... | /bookkeeping | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...after month) Income + expense tracking that makes sense (and matches your business) Monthly financial reports (Profit & Loss, Balance Sheet, and more if you need it) Cleanup +... | /bookkeeping | 4 pts (max 4) |
| Named contact / team | Mason Gilani, CEO | /about | 3 pts (max 3) |
| Communication channel / process | Documented: Preston Financial Group - It's All About The Numbers Loading Client Portal Financial Services That Grow With You. We believe financial services should come with... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: PRESTON FINANCIAL GROUP INC · SOS file 0804875385 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2023-01-11 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists PRESTON FINANCIAL GROUP INC (SOS file 0804875385), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2023-01-11 as the SOS charter date as recorded by the Texas Comptroller.
Data limitations
- 20 of 22 evidenced items come from Preston Financial Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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