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Our Bookkeeping Packages

Designed for small businesses in Fort Worth and across Texas. Choose the tier that best fits your growth and financial clarity needs.

Bluebonnet Basics

from $350 monthly

  • One business entity

  • Up to 100 monthly transactions

  • Up to 2 financial accounts

  • Monthly transaction categorization and reconciliation

  • Monthly profit-and-loss statement and balance sheet

  • Email support

The foundation of financial clarity. Perfect for businesses just starting out or those with a stable, predictable transaction volume.

Get Started

Starting prices apply to the scope shown. Final pricing depends on your business’s needs and the condition of your books. Catch-up, cleanup, initial budget preparation, payroll, and tax services are quoted separately.

Lone Star Growth

from $650 monthly

  • Everything in Basics, with higher limits below

  • Up to 250 monthly transactions

  • Up to 4 financial accounts

  • Monthly financial comparisons

  • Monthly cash-flow summary

  • One 30-minute monthly review call

Designed for businesses scaling. We provide the visibility and strategic insights needed to navigate growth with confidence.

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Texas Legacy

from $1,100 monthly

  • Everything in Growth, with higher limits below

  • Up to 500 monthly transactions

  • Up to 6 financial accounts

  • Budget-versus-actual reporting

  • Rolling 13-week cash forecast, updated monthly

  • Tracking for up to 3 agreed key performance indicators

  • One 60-minute monthly review call, replacing the Growth call

For established businesses that need deeper reporting, cash-flow planning, and more time to review financial performance.

Contact for Legacy

Additional Services

Catch-Up and Cleanup

  • Catch-Up Bookkeeping

  • Cleanup Bookkeeping

  • Diagnostic Books Review

From $350 per historical month; $700 project minimum

Projects from $750

From $250

Catch-up starting pricing covers up to 100 transactions and 2 financial accounts per historical month with complete records. Cleanup is quoted after reviewing the condition of the books.

Reporting and Planning

  • Advisory / Financial Review

  • Custom Financial Reporting

  • Budget & Cash-Flow Planning

  • Job Costing / Class & Location Tracking

  • Inventory Bookkeeping Support

$175 per 60-minute session

Report setup from $250

Projects from $500

Custom quote

Custom quote

Financial review sessions cover one topic and include up to 30 minutes of advance review. Report setup pricing covers one agreed report using usable existing records; ongoing updates are quoted separately.

Payroll and Everyday Business Support

  • Payroll Processing & Support

  • Payroll Setup / Conversion

  • Accounts Payable & Bill Payment Support

  • Invoicing & Accounts Receivable Support

From $150/month plus $10 per person paid during the month

From $300

From $200/month

From $200/month

Payroll starting pricing covers one entity, one state, one payroll schedule, and up to two regular runs per month. Payroll setup covers up to five workers.

 

Accounts payable support covers up to 20 vendor bills per month and one scheduled payment batch weekly, subject to client approval. Accounts receivable support covers up to 20 invoices per month and one monthly reminder cycle.

Sales Tax and Tax Document Support

  • Sales Tax Return Preparation & Filing

  • 1099 Preparation & Filing

  • Tax Document Organization

From $100 per return

$100 annual base plus $15 per form

Custom quote

Sales tax starting pricing covers one routine Texas filing from reconciled sales records for an existing registration. 1099 pricing covers standard 1099-NEC/MISC forms from complete vendor records.

Individual and business income tax preparation and filing are not currently offered.

QuickBooks Setup and Training

  • QuickBooks Online Setup

  • Bookkeeping System Conversion

  • QuickBooks Training / Consultation

From $500

Custom quote

$125 per 60-minute session

Setup starting pricing covers one new QuickBooks Online company, a standard chart of accounts, and up to two financial account connections. Training covers one focused remote session for up to two attendees.

All prices are starting rates unless otherwise stated. Your final price depends on transaction volume, number of accounts, condition of your records, and services needed. We agree on your scope and pricing before work begins.

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Monthly services are billed in advance on the first of each month. Projects require a 50% deposit, with the remaining balance due at completion. Software subscriptions, third-party processing or filing fees, and applicable taxes are additional unless included in your agreement.

Common Questions

How do I get started?

Contact us to discuss your business, your current bookkeeping, and the support you need. We’ll recommend a service scope and provide a quote before work begins.

What are the billing terms?

Monthly bookkeeping packages are billed monthly. Your proposal and service agreement outline payment due dates, any upfront fees, and pricing for additional work.

Can I manage my books remotely?

Yes. We can work together remotely using online accounting tools and scheduled calls. During onboarding, we’ll agree on how to share documents and access your financial reports.

What software do you use?

QuickBooks Online is our primary bookkeeping platform. If you use another system, let us know so we can discuss compatibility and any setup or conversion needs.

What if I need help beyond monthly bookkeeping?

We also offer catch-up bookkeeping, cleanup, reporting, and other business support services. Tell us what you need, and we’ll confirm availability, scope, and pricing.

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