McCullough Clark

Bookkeeping · Integrations · Automation · AI Audits

System integrations. Workflow automation. Expert bookkeeping.

McCullough Clark is an operations firm for businesses built on expertise. We keep the books, connect the software you already use, automate the repetitive work around your team, and help you find where AI is genuinely useful.
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Use one service or several. Nothing is bundled.

Connections that reconcile

Most software comes with a built-in QuickBooks sync. When the built-in one makes a mess of the books, we build our own.

  • Paycor payroll QuickBooks Online
  • Jane appointments and payments QuickBooks Online
  • Concur expense reports QuickBooks Online
  • Square sales and deposits QuickBooks Online

Every connection checks that the numbers tie out. Anything that does not is flagged for review instead of landing in the books.

Professional credentials and platforms

  • IRS Enrolled Agent
  • QuickBooks Online ProAdvisor
  • 25+ years in accounting
  • 20+ years in BI & analytics
  • Dallas–Fort Worth, Texas

Services

What we do.

Hire us for one service or several. Each stands on its own, and they work together when a problem crosses your systems and your books.

Keep

Bookkeeping

Monthly bookkeeping owned by an IRS Enrolled Agent with more than 25 years in accounting, so your numbers answer the questions you are actually asking.
  • Full-cycle monthly bookkeeping and month-end close
  • QuickBooks Online setup, cleanup, and ongoing books
  • Multi-entity books and connected financial workflows
  • Direct communication with the person responsible for the work
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Connect

System Integration

Connect the software you already use so information moves between systems without being copied, re-entered, or chased down.
  • System-to-system data flows with validation
  • Connected intake that collects information once
  • Reconciliation and exception checks
  • Data and reporting layers
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Automate

Workflow Automation

Take predictable back-office steps out of your team’s hands, with clear rules and the judgment calls kept with people.
  • Client intake
  • Document collection, naming, and routing
  • Approvals and handoffs
  • Focused internal AI tools
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Prioritize

AI Operations Audit

A three-week, fixed-fee assessment of where automation and AI would genuinely help, before you invest in building.
  • Documented operational workflows
  • Ranked automation and integration candidates
  • Security and compliance review
  • Implementation plan with cost and time estimates
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One team, start to finish.

The same team works across all of it, so when a workflow touches both operations and your books, you do not have to explain the business twice.

When to call us

When the back office stops keeping up with the expertise out front.

Start with the problem. We will tell you whether the answer is bookkeeping, an integration, an automated workflow, a focused AI tool, a process change, or no build at all.

  • Your books are behind, or you are not confident the numbers are right.
  • Month-end close drags on, and the reports do not answer your questions.
  • The same information is entered into more than one system.
  • Software that should work together does not.
  • Recurring processes depend on memory and manual handoffs.
  • Intake or document handling consumes too much expert time.
  • Reporting requires gathering information from disconnected places.
  • You believe AI could help but do not know where it would be genuinely useful.

Who does the work

Specialists in the work, not generalists selling a bundle.

McCullough Clark brings deep accounting experience and modern systems capability into one firm, and we work on client projects together.

Founder

Sharla Clark, EA, MBA

More than 25 years in accounting, with the last seven serving small businesses across Texas. An IRS Enrolled Agent and QuickBooks Online ProAdvisor who also designs and builds integrations, workflow automations, and AI tools, including connections that bring payroll, practice management, and expense data into QuickBooks with reconciliation built in.

Co-founder

Whitney McCullough

More than 20 years in business intelligence, analytics, and automations. Builds the data infrastructure, integrations, and reporting layer that turn operational activity into usable insight.

A useful first conversation

Start with the problem, not a technology.

Tell us where work is getting stuck. Whether the answer is bookkeeping, an integration, an automation, or something simpler, we will give you a straight answer.
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