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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

$350/month

Monthly bookkeeping

Up to 2 financial accounts

Monthly P&L & Balance Sheet

Secure client portal

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

Lone Star Growth

$650/month

Everything in Basics

Up to 5 financial accounts

Cash flow reporting

Budget vs. actuals

Monthly strategy call

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

Texas Legacy

Starting at $1,100/month

Everything in Growth

KPI dashboard

Payroll coordination

Monthly financial review

Year-end CPA package

For businesses that demand absolute precision. We provide the full spectrum of accounting services to ensure your legacy is secure.

Common Questions

How do I get started?

We begin with a discovery call to understand your business goals and current financial landscape. This session helps us tailor a bookkeeping package that meets your specific needs.

What are the billing terms?

Our packages are billed monthly. We offer flexible payment options to ensure your financial health remains steady. You can choose to pay in full at the beginning of each month or set up a payment plan.

Can I manage my books remotely?

Yes, we are fully remote. We provide a secure portal where you can access your financial reports and transaction history at any time, from any location. This keeps your books as steady as Texas.

What software do you use?

We are proficient with QuickBooks, Xero, and Sage. We can integrate with your existing accounting software to ensure a seamless transition and accurate data entry.

Do you offer on-site meetings?

Yes, we offer optional on-site meetings at your place of business by appointment. This allows us to provide a more personal touch and ensure our understanding of your operations is complete.

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