About Beck & Ibarra
Beck & Ibarra was founded with a commitment to providing personalized, high-quality financial services to our local Dallas/Ft. Worth community. With deep roots in the area, we’ve grown from a small, trusted firm into a larger organization while maintaining the close-knit, client-focused approach that has defined us from the start. Our team combines local knowledge with expanded expertise to offer comprehensive accounting, tax, and consulting services that meet the evolving needs of both individuals and businesses. As we grow, our dedication to serving our clients with integrity, reliability, and care remains at the heart of everything we do.
Locations
Striving to provide personalized financial services to clients across a broader region while maintaining the same level of local expertise and care.
Other Offices
The Beck & Ibarra family is ever growing to help facilitate all of your financial needs.
Our Services
We are committed to offering you a wide variety of services to improve your financial journey.
Frequently Asked Questions
What is the history of your firm?
Established in 2007, our firm began with a clear mission: to provide comprehensive, client-focused accounting solutions that empower businesses to thrive. Over the years, we’ve grown into a dynamic team of 20 dedicated professionals, each bringing unique expertise to our collaborative approach. Our service offerings have expanded to include Audit, Bookkeeping, Financial Planning & Analysis (FP&A), Payroll, Tax, and Consulting. This diversification reflects our commitment to meeting the evolving needs of our clients and staying ahead in a rapidly changing financial landscape. In October 2021, we welcomed Strait Financial of Grapevine, TX, into our organization. This merger expanded our regional presence and brought in a wealth of experience, enhancing our ability to serve a broader client base. Furthering our growth, in October 2024, we integrated Parr CPA into our firm. This strategic move not only increased our capacity but also enriched our service offerings, allowing us to provide even more comprehensive solutions to our clients. What sets us apart is not just the breadth of our services, but the depth of our relationships. We pride ourselves on building lasting partnerships with our clients, grounded in trust, transparency, and a shared vision for success. As we look to the future, our focus remains on delivering exceptional value, embracing innovation, and fostering a culture of continuous improvement. We’re excited to continue this journey with our clients, helping them navigate their financial paths with confidence and clarity.
What sets your firm apart from others?
Since our inception in 2007, we’ve evolved into a full-service firm offering a breadth of services typically found in larger regional firms, including Audit, Bookkeeping, Financial Planning & Analysis (FP&A), Payroll, Tax, and Consulting. Our integrated approach allows us to serve as a one-stop solution for our clients’ diverse financial needs. We specialize in niche industries such as Real Estate and Restaurants, providing tailored solutions that address the unique challenges and opportunities within these sectors. Our deep industry knowledge enables us to offer strategic insights and customized services that drive success for our clients. Beyond traditional accounting services, we offer comprehensive back-office support, managing everything from daily bookkeeping to strategic financial planning. This holistic approach ensures that our business clients can focus on their core operations while we handle the financial intricacies. Through our affiliated entities, we extend our services to include insurance solutions and are in the process of adding legal services. This expansion reflects our commitment to providing comprehensive support, addressing not only financial but also risk management and legal needs. Our dedication to personalized service, industry-specific expertise, and integrated solutions positions us uniquely in the market, enabling us to deliver exceptional value and support to our clients.
What is your approach to client communication and responsiveness?
At our firm, we understand that a smooth and transparent onboarding process sets the foundation for a successful client relationship. Here’s how we welcome new clients:
🗓️ Personalized Kick-Off
We begin by offering a personalized approach to onboarding. Depending on your preference, we can schedule a kick-off call to discuss your specific needs and expectations, or we can provide a comprehensive checklist outlining the information and documents we’ll need to get started.
✍️ Engagement Agreement
To ensure clarity and mutual understanding, we require all new clients to sign an engagement agreement. This document outlines the scope of services, including what’s included and excluded, so both parties have clear expectations from the outset.
📄 Information Gathering
We ask clients to provide specific instructions on how they would like us to handle their accounts. This includes preferred communication methods, reporting formats, and any particular procedures you’d like us to follow.
🔐 Secure Document Exchange
To protect your sensitive information, we utilize a secure document management system. This platform allows for safe and efficient exchange of documents, minimizing the risks associated with email communication.
🤝 Ongoing Support
Our commitment to you doesn’t end after onboarding. We maintain open lines of communication and encourage you to reach out with any questions or concerns. Our team is always here to support your financial needs.
By combining personalized service with secure technology, we aim to make your onboarding experience as seamless and efficient as possible.
What is your process for onboarding new clients?
At our firm, we prioritize clear, secure, and responsive communication to foster strong, lasting relationships with our clients. Here’s how we approach client communication and ensure responsiveness:
What are your office hours, and do you offer appointments outside of these times?
Non-Peak Season (May–December):
Monday through Friday, 9:00 AM – 5:00 PM
Peak Tax Season (January–April):
Monday through Friday, 9:00 AM – 5:00 PM
Sat, 10 AM – 3:30 PM
We understand that our clients may have scheduling needs outside of standard hours. Therefore, we offer early morning, evening, and weekend appointments by request to accommodate your schedule.
What is your billing structure?
1. Fixed-Fee Pricing
We provide a predetermined price for specific services, ensuring transparency and eliminating surprises. This model is ideal for well-defined projects where the scope and deliverables are clear.
2. Percentage of Revenue
For certain engagements, especially those involving ongoing advisory or CFO services, we align our fees with your business’s revenue. This approach ensures our interests are aligned and reflects the value we contribute to your growth.
3. Guaranteed Maximum Price (GMP)
Under this model, we set a ceiling on the total fee for a project or service. Even if additional work is required, you won’t pay more than the agreed-upon maximum, providing budget certainty.
4. “Paid When Paid” Arrangements with Guaranteed Minimums
We understand that cash flow can be unpredictable. In such cases, we offer flexible payment terms where fees are due upon your receipt of payment from your clients, coupled with a guaranteed minimum to ensure sustainability for both parties.
Our commitment is to work collaboratively with you to determine the most appropriate billing structure, ensuring it aligns with your financial planning and the value you receive from our services. If you have any questions or would like to discuss which billing option best suits your needs, please don’t hesitate to reach out.
Do you offer virtual consultations or services?
Absolutely! We offer flexible consultation options to accommodate your preferences and schedule:
💻 Virtual Consultations
We provide virtual consultations through phone calls and video conferencing, allowing you to connect with us from the comfort of your home or office. This flexibility ensures that you can receive our services regardless of your location.
🏢 In-Person Meetings
For those who prefer face-to-face interactions, we welcome you to our office. Additionally, we can arrange meetings at your office or another convenient location upon request.
📞 24/7 Automated Phone System
To enhance our accessibility, we’re implementing an automated phone system equipped with a comprehensive FAQ feature. This system will provide clients with immediate answers to common questions at any time, day or night, ensuring continuous support even outside regular business hours.
Our goal is to provide you with convenient and secure options to engage with our services. Whether you prefer virtual consultations, in-person meetings, or utilizing our automated phone system, we’re here to accommodate your needs.
View our general FAQs here.
I had met the team initially for my business filings, they were courteous, patient, and walked me through a process of getting the best plan for my business needs. I liked them so much, I moved my personal filings and tax planning to their offices as well. If you are looking for a well rounded corner to corner approach, Beck & Ibarra are best in the business!
I am incredibly grateful for the exceptional tax advice I received from Beck and Ibarra CPA. Their team took the time to thoroughly review my financial situation and expertly advised me on a variety of tax benefits I could leverage to significantly lower my tax liability. They were not only knowledgeable but also proactive in identifying opportunities I had overlooked, ensuring I took full advantage of every deduction and credit available to me. Thanks to their expert guidance, I was able to maximize my savings while ensuring everything was done in full compliance. Their attention to detail and commitment to helping clients save money truly sets them apart, and I’ll definitely turn to them for all my future finance needs.
Beck and Ibarra CPA and their team are exceptional. Before working with them, I struggled with my personal taxes due to the complexity of being a freelancer. I had several years of unfiled returns and was receiving numerous letters from the IRS—I feared the worst. Thanks to their expertise and guidance, I was able to get everything filed properly, catch up on my obligations, and get back in good standing. Their knowledge is unmatched, and their communication throughout the process was outstanding. I highly recommend their office to anyone in need of reliable, professional CPA services
