Xact Numbers

5.0 (1 review)

Financial Advising, Bookkeepers, Payroll Services

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Xact Numbers - Owner of Xact Numbers: Jennifer Perez - Financial Advising Near Me - Aubrey, Texas

Xact Numbers - We offer free consultations to see what your needs are, how we can help and determine if we are fit, all while working with your budget. - Financial Advising Near Me - Aubrey, Texas

Xact Numbers - A large focus of our practice is to educate our clients. - Financial Advising Near Me - Aubrey, Texas

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Jenny A.

6 years ago

If your a SBO, you are always looking for ways to reduce your time doing things (like the books) that are non-revenue generating, improve the bottom line, increase profits, gain and serve more clients, and maintain or improve your services or products. We were too! After being introduced to the Profit First method of keeping track of our books at our yoga studio by a business coach, we decided to implement the concepts. Sure it was scary...because it was different. We found a local Profit First Specialist to help guide the process. Although there was a learning curve, in our first quarter of running the PF system the stress of the books have reduced to next to nothing, payroll and taxes have been simplified, and the owner has a quarterly bonus check...on top of the salary she receives that is double what it was before PF. Xact Numbers (Jen) is a Profit First Specialist and if your looking for worry free predictable results from the finances of your business, we recommend you give them a call. We wanted to spend more time gaining new clients and serving the ones we have to the best of our ability. Having amazing people to support you will make a world of difference. Don't wait and wonder....call Jen. read more

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More info about Xact Numbers

(214) 308-0699
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https://XactNumbers.com

Services

Is Xact Numbers by appointment only?

Yes, Xact Numbers is by appointment only.

From the Business

Specialties

Xact Numbers specializes in small business bookkeeping services, including monthly bookkeeping, bookkeeping cleanup, and catch-up bookkeeping. We help business owners get organized with accurate financial records, bank and credit card reconciliations, and clear financial reports. We work with businesses using QuickBooks Online and Xero and provide reliable, judgment-free support so owners can understand their numbers, stay compliant, and make confident decisions.

History

Established in 2016.

Xact Numbers was founded to help small business owners get clear, accurate bookkeeping without confusion or judgment. Since 2016, we’ve supported entrepreneurs with reliable monthly bookkeeping, bookkeeping cleanup, and catch-up services that create a strong financial foundation. Our focus is on accurate data, organized records, and clear reporting so business owners can confidently understand their numbers and make informed decisions.

Meet the Business Owner: Jen P.

Jen is the owner of Xact Numbers and has been helping small business owners understand and organize their finances since 2016. With a background in accounting and years of hands-on experience, she understands how overwhelming bookkeeping can feel for business owners who are busy running their companies. Jen focuses on accuracy, clear systems, and dependable support so clients can trust their numbers and make confident decisions without stress or judgment.

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Hours, Special Hours

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Explore benefits

NexGen Finance Solutions

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Numbers can often be intimidating and even scary. Especially when important decisions for a growing…read morecompany are based on them. Bryan Polozola has provided me with clear advice for over four year that has helped me make the right decisions. His ability to bring clarity and understanding has been invaluable to my business. And most important, he is very skillful at implementing systems and plans. I highly recommend Bryan and NexGen Financial Solutions!

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I recently had an overwhelmingly positive experience with Sunbelt Business Brokers of Dallas Metro…read moreand Bill Nicholson. Bill and I have known each other over the years through networking in the Dallas/Ft. Worth area. Recently, I was looking for future opportunities and Bill worked with me to identify a franchise to buy along with helping me along with funding sources for the new business. I am well on my way to opening the doors of my very own business and I couldn't be happier. If you're in the market to sell a business or buy a franchised or non-franchised business, I highly recommend calling Bill Nicholson and Sunbelt Business Brokers of Dallas Metro. Steve Kuntz

I would like to highly recommend Mr. Bill Nicholson. He is a very professional, well-spoken, and…read morekind business professional. He provided our company with a professional and complete business valuation, and did all he could to sell our business to an interested buyer. Although the buyer did not come through (and someone else bought it), we really respect Bill and his professionalism.

Excellian HR

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Let me tell you, the attention to detail is unmatched! Small, medium and large businesses should…read moreuse this HR service. They make sure your business stays out of trouble from being sued, take care of payroll, keep you up to date of regulations, hire and fire employees properly, have trusted sources to provide 401(k) plans. They are ethical, moral and truly care to partner with you to help you with the people in your business. You are likely exposing yourself to lawsuits if you aren't using this company. It's amazing how comprehensive and knowledgeable they are.

From the owner: Excellian was founded to provide customized HR services for every business. For some companies, the…read moreneeds are great and complex. For many others, a few templates and training sessions will do. This is the value of Excellian - companies choose the level of consultative services that is right for them. At Excellian, we provide customized, flexible, HR services to support your business, your people, and your vision. With Excellian you finally have a trusted partner so you can keep your focus on running your business successfully

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We are a new client with Keithie and all I can say so far as we are very impressed. They have…read moreproven to be very professional, knowledgeable and great to work with. Our business needed that after the nightmare we have had over the past year. Thank you Keithie and we look forward to a long term working partnership.

The office of Keithie Graham, CPA is outstanding! She provides transparent pricing and is…read more extremely prompt and meticulous in every detail. Truly every detail. The online process felt more personal and unrushed than an in‑person visit. I received a clear, explanatory video before signing----Keithie, narrates one's refund or tax obligation. For a return with a slightly unusual circumstance, the service I received was very affordable and absolutely worth it for the peace of mind that one receives when utlizing the services of a licensed professional. I also sought her consult on navigating short and longterm retirement plans, and likewise was pleased. Highly recommend.

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So happy we found the CPA office. Andrew is extremely helpful. Very easy to work with. I have…read morenothing but good things to say!

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Xact Numbers - financialadvising - Updated July 2026

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