Plano, TX bookkeeping
Bookkeeping Services for Plano, TX Businesses
Monthly books, reconciliations and financial statements for established Plano companies, delivered by a DFW-based team that works with you virtually.
Short answer: LUCI Financial Solutions is a Dallas–Fort Worth bookkeeping firm that provides monthly bookkeeping, QuickBooks Online management and cleanup for Plano small businesses, with every month-end package reviewed by a senior accountant before you receive it. Plano clients work with us through secure cloud systems, email and scheduled calls, and pay a fixed monthly fee set in a written proposal. We are the best fit for service businesses doing roughly $250K or more a year that want accurate statements and a team behind them.
Who in Plano gets the most from outsourced bookkeeping
Plano’s economy leans heavily on corporate headquarters and the professional firms that grow up around them. Toyota Motor North America and Frito-Lay both run their headquarters here, and the Legacy business district is ringed with consultancies, agencies, law practices and medical offices that serve those employers and their staff. Those are the owners we are built for.
Consultants and agencies
Retainers, project billing and contractor payments need to land in the right accounts so you can see which clients actually make money. Our bookkeeping for consulting and agency firms is set up around that question.
Medical and dental practices
Insurance deposits, patient payments and practice-management reports have to agree with the bank every month.
Law firms
Operating accounts and client trust accounts are kept apart, and trust balances are reconciled against client ledgers, not just the bank statement.
Owners leaving DIY books
If you have been categorizing transactions at night, we take over the recurring work and hand you statements you can read in ten minutes.
Texas and Plano tax items your books have to support
No state income tax does not mean light state compliance. Each item below depends on clean, current books.
- Franchise tax annual report, due May 15. Most LLCs, corporations and partnerships file every year. For 2026 and 2027 reports, entities with annualized total revenue at or below $2.65 million owe no franchise tax but must still file a Public Information Report or Ownership Information Report, according to the Texas Comptroller’s franchise tax page.
- Sales tax on taxable sales. Inside Plano city limits the combined rate is 8.25 percent: 6.25 percent state, 1 percent city and 1 percent for Dallas Area Rapid Transit, per the Comptroller’s current local rate table.
- Two counties, one city. Plano sits mostly in Collin County with a portion in Denton County. The sales tax rate is the same in both, but property records, vendor addresses and local filings should reflect the right county.
We handle sales tax filing and 1099 preparation as add-ons for monthly clients, and ongoing clients can add business tax preparation through our tax strategist.
Which monthly plan fits a Plano company
| Plan | What you receive each month | Typical Plano fit |
|---|---|---|
| Core | Bookkeeping, reconciliations, senior review, Executive Summary, P&L, Balance Sheet and Statement of Cash Flows | A stable firm that needs accurate books and tax-ready year-end files |
| Growth | Core plus quarterly review meetings, custom reporting, budget-to-actual and cash flow trend reporting | A practice or agency adding staff and wanting to see margins by quarter |
| Scale | Growth plus a CFO-level partner, monthly strategy meetings, forecasting, pricing and margin analysis, KPI dashboard | A multi-location or multi-entity business making larger decisions |
All three are fixed monthly fees. The number depends on transaction volume, accounts, payroll and how much reporting you need, and it is written into your proposal after a discovery call. Owners who need decision support without monthly books can engage our fractional CFO service on its own.
How a Plano business moves its books to LUCI
- Discovery call. We learn how your business earns revenue, who touches the books today and which reports you actually use.
- Fixed-fee proposal. You get one price for onboarding and one monthly fee, with a three-month initial term and month-to-month after that.
- Access and review. We connect to QuickBooks Online and your bank feeds, then test prior months for accuracy.
- Cleanup if needed. Books that are behind or miscategorized get a separate fixed-fee catch-up and cleanup project before monthly service begins.
- First close. Onboarding usually takes two to four weeks, and your first reviewed month-end package follows.
Frequently asked questions
Does LUCI have an office in Plano?
No. LUCI Financial Solutions is based in the Dallas–Fort Worth area and works with Plano clients virtually. Documents move through encrypted file sharing, and we meet by scheduled call, so you never lose an afternoon to a drive across the tollway.
Can a Plano company keep using QuickBooks Online?
Yes. Our bookkeepers work in QuickBooks Online every day, and we can also set up a new file or migrate a company from QuickBooks Desktop. We clean up categorization and reconciliation problems before taking over monthly work.
What reports will I get every month?
Every plan includes an Executive Summary, Profit and Loss statement, Balance Sheet and Statement of Cash Flows. A senior accountant reviews them before they reach you, and Growth and Scale clients add custom and budget-to-actual reporting.
Is monthly bookkeeping priced as a flat fee?
Yes. You pay a fixed monthly fee agreed in writing, plus a one-time onboarding fee, instead of open-ended hourly billing. The amount depends on your transaction volume, accounts, payroll and reporting needs.
My Plano LLC is under the franchise tax threshold. Do I still file anything?
Usually yes. For 2026 and 2027 reports, entities at or below the $2.65 million no-tax-due threshold still file a Public Information Report or Ownership Information Report by May 15. Your revenue figure comes straight from your books, which is why they need to be closed and accurate.
How do I know whether my Plano books need cleanup first?
The quickest way to find out is the $597 Financial Review and Assessment, a 60-minute review of your QuickBooks file that ends with a prioritized action plan. It tells you whether you can start monthly service right away or need a catch-up project first.
Talk with LUCI about your Plano books
Book a consultation and we will tell you which plan fits, whether cleanup comes first and what the fixed fee would be. Want a quick outside look before that? Our $597 Financial Review gives you a written action plan for your QuickBooks file.
214-233-5454 · [email protected]