Discover the Benefits of Working with TruBalance Books & Consulting, LLC

The onboarding fees apply to all initial starts for our comprehensive accounting solutions, including our bookkeeping services and financial management offerings.

Setting up QuickBooks includes essential steps for effective financial management, such as creating a Chart of Accounts, adding Users, and listing Products & Services (up to 50). Additionally, we'll help you connect your financial accounts like banks and credit cards, configure Sales Tax settings, and establish payroll settings, all of which are vital for streamlined bookkeeping services and comprehensive accounting solutions.

We train you on how to utilize QBO for effective financial management. You'll learn to set up accounts, create and receive payments for invoices (incoming funds), and manage expenses by creating and paying bills (outgoing funds). Additionally, we will guide you on creating items (products/services) to streamline your bookkeeping.  Our focus is on providing you with the skills to use Quickbooks effectively, not on professional bookkeeping practices.

After reviewing your books and consulting with you, we will provide comprehensive bookkeeping services to clean up your reconciliations and adjustments, ensuring you have a solid foundation for effective financial management with our tailored accounting solutions.

Our comprehensive Express Start-Up accounting solutions include essential services such as Accounts Receivable, Billing, Accounts Payable, and Vendor Invoice Processing. We also handle Bank, Credit Card, and Loan Reconciliations, ensuring accurate financial management. Our reporting covers Balance Sheets, Income Statements (Profit & Loss), and Statements of Cash Flow. We conduct monthly meetings to review financial performance and ensure effective bookkeeping services. Additionally, we manage Payroll for Texas (other states possible), along with Sales Tax compliance in Texas and beyond.

Our comprehensive Start-Up Basic accounting solutions include Accounts Receivable and Billing (up to 50 transactions), as well as Accounts Payable and Vendor Invoice Processing (also up to 50 transactions). We provide bookkeeping services that encompass Bank/Credit Card/Loan Reconciliations (a combination of any 2), alongside detailed financial management reports such as the Balance Sheet, Income Statement, and Statement of Cash Flow. Additionally, we offer a quarterly review meeting to discuss your financial health. Our payroll services cater to Texas businesses with 1-5 employees, including Sales Tax management (Texas, 1-5 Authorities) and Payroll Tax services (Texas; automated via QBO with PR service).

Our comprehensive Bronze accounting solutions cover a range of essential services including Accounts Receivable, Billing for 51-150 transactions, and Job Costing with the ability to manage up to 5 jobs at a time. We also provide comprehensive Accounts Payable support, with Vendor Invoice Processing for 51-150 transactions. Our bookkeeping services include Bank, Credit Card, and Loan Reconciliations, allowing for any combination of these three. Additionally, we prepare detailed financial management reports such as the Balance Sheet, Income Statement, and Statement of Cash Flow. We hold monthly review meetings to ensure everything is on track. For Payroll, we specialize in Texas-based services for 6-10 employees, and we handle Sales Tax with compliance for Texas across 6-12 authorities. Our Payroll Tax services in Texas include automated QuickBooks Online processing with payroll services.

Our comprehensive Silver accounting solutions include Accounts Receivable management, billing for 151-300 transactions, and job costing for up to 10 projects at a time. We also offer efficient bookkeeping services, managing accounts payable and vendor invoice processing for 151-300 transactions. Our financial management capabilities extend to bank, credit card, and loan reconciliations, combining any six of these for accurate financial oversight. We cater to multi-location and multi-department needs, providing essential reports such as balance sheets, income statements, and statements of cash flow. Additionally, we conduct monthly review meetings to ensure all financial aspects are monitored effectively. Our payroll services, tailored for Texas businesses with 11-15 employees, include sales tax management across 13-20 authorities and payroll tax services utilizing QuickBooks Online with payroll service.

Our comprehensive Gold accounting solutions include Accounts Receivable management, efficient billing for 301-500 transactions, and precise job costing for up to 20 jobs at a time. We also offer robust Accounts Payable services with vendor invoice processing for 301-500 transactions. Our financial management services extend to bank, credit card, and loan reconciliations, allowing for a combination of any 9 accounts. We cater to multi-location and multi-department needs, ensuring effective cash flow management. Our detailed reports encompass balance sheets, income statements, and statements of cash flow. We conduct monthly review meetings to keep your finances on track. Our bookkeeping services include payroll management for businesses with 16-20 Texas-based employees, as well as sales tax handling for 21-30 authorities in Texas. Additionally, we manage payroll tax processes using automated QuickBooks Online services, ensuring you have the best financial oversight.

Our comprehensive Platinum accounting solutions include Accounts Receivable, Billing (up to 1000 transactions), and Job Costing. We also provide efficient bookkeeping services for Accounts Payable and Vendor Invoice Processing (up to 1000 transactions). Our financial management expertise encompasses Bank/Credit Card/Loan Reconciliations (any combination of 12), and support for Multi-Location and Multi-Department operations. We  generate essential Reports, including Balance Sheets, Income Statements, and Statements of Cash Flow. Additionally, we conduct a monthly review meeting to ensure accuracy. Our payroll services cater to Texas, handling 21-25 employees, and we manage Sales Tax for Texas across 31-40 authorities, along with Payroll Tax (Texas; auto QBO, with PR services).

Our comprehensive Super Platinum accounting solutions include Accounts Receivable, Billing for up to 3000 transactions, Job Costing, and Accounts Payable. We also offer efficient Vendor Invoice Processing (up to 3000 transactions) and Bank/Credit Card/Loan Reconciliations (a combination of any 15). Our bookkeeping services cater to Multi-Location and Multi-Department operations, alongside effective Cash Flow Management. We provide detailed financial management reports, including Balance Sheets, Income Statements, and Statements of Cash Flow, complemented by a monthly review meeting. Additionally, our payroll services cover Texas with 26-49 employees and handle Sales Tax for Texas across 41+ Authorities, alongside Payroll Tax services in Texas, utilizing auto QBO with PR service.

Our annual 1099 accounting solutions include verifying vendor W-9s, reconciling and electronically processing 1099 accounts, ensuring accurate bookkeeping services and effective financial management.

Utilize our accounting solutions to reconcile and electronically process employee W-2s, ensuring accurate financial management and efficient bookkeeping services.

We will work with you to create and review budgets on a regular basis, leveraging our accounting solutions and bookkeeping services for effective financial management.

Inventory services quoted after review of needs for accounting solutions, bookkeeping services, and financial management.

Our ISLP Tracking service will track account/policy numbers, periods, and expirations for auto-renew services as part of our comprehensive accounting solutions, ensuring efficient bookkeeping services and effective financial management.