Bookkeeping
QuickBooks Cleanup Checklist: How to Fix Messy Books Before Tax Season
The ten-step QuickBooks cleanup our Dallas team runs on messy files, the signs you need one, what to gather first, and how to keep the books clean afterward.
The ten-step QuickBooks cleanup our Dallas team runs on messy files, the signs you need one, what to gather first, and how to keep the books clean afterward.
An operational checklist for Texas law firms: what to do with the IOLTA account daily, monthly, when a matter closes and once a year, and what the monthly trust review involves.
A 12-question checklist for hiring a Dallas bookkeeper, the red flags that should end the conversation, and how LUCI Financial Solutions answers each question.
A fractional CFO gives a Dallas business senior financial leadership for a fixed monthly fee, but most owners need controller-level work first; here is how to tell, and what drives the cost.
What goes wrong when payroll and the books live with different people, what a combined monthly routine looks like, and how LUCI Financial Solutions handles bookkeeping, payroll, 1099s and tax support for Dallas businesses.
A 20-step year-end checklist for Texas small businesses, with the 2027 filing dates, the new $2,000 1099-NEC threshold, Texas franchise tax and what to give your CPA.
The practical internal controls a small business can put in place with only a few people, from approval thresholds and vendor bank changes to a monthly owner review routine.
The ordered month-end close checklist a controller runs for a growing service business, from cutoff and reconciliations to the final review and a realistic close timeline.
How a controller keeps a medical or dental practice’s numbers accurate, from reconciling practice-management deposits to the bank to supporting provider pay and running the monthly close.
What Texas Rule 1.15 and the IOLTA program require of a law firm’s trust account, and the bookkeeping practices that keep a firm able to prove it.