Bookkeeping Pricing in Dallas: Fixed Monthly Fees, Three Service Levels

Financial clarity, with a team behind it

An established service business needs more than completed transaction entries. You need to understand whether the business is profitable, where cash is going, and which financial questions deserve attention before you make another commitment.

We serve established service-based businesses, typically generating $250K or more in annual revenue. Our clients include professional services firms, agencies, law firms, consultants, medical and dental practices, multi-entity group practices, general contractors, and similar businesses.

Many come to us with an accountant or bookkeeper already in place. Their books may be technically done, yet they still cannot explain profitability or cash flow. Others need support that can keep pace as the business grows.

Our approach is simple: “Most financial professionals give you reports. We give you answers.”

Our bookkeeping services in Dallas combine transaction work, financial reporting, and insight. Growth and Scale add progressively more guidance. LUCI Financial Solutions is not a CPA firm. We provide the ongoing financial support owners need to connect their records with business decisions.

Based in Dallas-Fort Worth, we work virtually with clients nationwide. For owners comparing Dallas and Plano bookkeeping options, that means the decision can center on scope, communication, and quality of support.

Compare Core, Growth, and Scale

Each level has a different purpose. Core establishes accurate books and reliable reporting. Growth adds regular guidance and business-specific visibility. Scale adds ongoing financial leadership for decisions that need a CFO-level perspective.

Core fits when your primary need is confidence in the books and a reliable reporting foundation. You receive the financial statements and summary needed to see the business more clearly, with senior review before delivery.

Growth, our most popular level, fits when receiving reports is no longer enough. Quarterly meetings create a regular opportunity to discuss results, while custom reports and budget comparisons help focus attention on the parts of your business that matter.

Scale fits when financial questions are shaping major decisions. Pricing, margins, cash needs, and revenue plans require more than a backward-looking report. Scale adds forecasting, scenario planning, and a dedicated CFO-level partner.

If you need advisory support through a separate engagement, fractional CFO services are also available on a standalone basis.

What moves a fixed fee up or down

We do not publish monthly bookkeeping prices. We set a clear fixed fee after a discovery call because businesses with similar revenue can require different amounts of work and different levels of support.

The proposal reflects these pricing drivers:

• Transaction volume. The amount of activity affects the bookkeeping work included in the engagement.
• Number of accounts. The accounts within scope affect the reconciliation and review work.
• Payroll. Your payroll requirements help determine how the engagement is structured.
• Reporting needs. Standard financial statements and business-specific custom reporting serve different needs.
• Strategy needs. Quarterly guidance and ongoing CFO involvement represent different levels of financial support.
• Engagement structure. The combination of ongoing services, responsibilities, and add-ons affects the final scope.

A useful discovery conversation connects those drivers to what you need from us. If you primarily need accurate monthly financials, Core may fit. If you need budget comparisons and regular discussion, Growth may be appropriate. If you need help evaluating major financial decisions, Scale provides that involvement.

The goal is a proposal you can evaluate: the work included, the support available, and the fixed fee attached to that scope. No cookie-cutter pricing, no hidden fees.

For broader context as you compare options, see how much bookkeeping costs in Dallas. Your LUCI proposal is based on your business’s requirements, rather than a general market estimate.

The prices we do publish

Although monthly service prices are not published, we do publish the following prices and fixed-fee arrangements:

• Financial Review & Assessment: $597. A 60-minute review of your QuickBooks file, with a prioritized action plan you keep whether you work with LUCI or not.
• Business Formation & Financial Setup: starts at $1,500.
• Onboarding: a one-time fixed fee, scoped in your proposal.
• Catch-up and cleanup: a fixed fee based on scope, provided after a brief consultation.

These are distinct from your ongoing monthly service fee. Your proposal identifies the onboarding scope, and significant catch-up or cleanup receives a separate fixed-fee proposal before additional work begins.

No surprise hourly bills for the agreed scope

Our fixed-fee approach avoids surprise hourly bills by defining the scope and fee in the proposal. You can review the agreed work and its cost before it begins.

That does not mean every possible service is included in a monthly engagement. Payroll management, tax services, cleanup, and other additional work need to be addressed in the scope. The distinction matters: a clear proposal lets you evaluate the full engagement without assuming that an unlisted service is included.

If you want a low-commitment first step, start with the $597 Financial Review & Assessment. We review your QuickBooks file and give you a prioritized action plan. Schedule a consultation or call 214-233-5454 to discuss your needs.

How it works: from discovery to ongoing support

Every ongoing engagement starts with structured onboarding. We use that process to understand the books, establish workflows, and configure reporting before moving into regular service.

1. Discuss your business on a discovery call. We review the factors that determine scope: transaction volume, accounts, payroll, reporting, strategy needs, and engagement structure. We also discuss where your current financial support leaves you without answers.
2. Review your fixed-fee proposal. The proposal defines the service level, ongoing scope, and one-time onboarding fee. This is where you can assess whether the proposed support matches the questions you need answered.
3. Address significant catch-up or cleanup separately. If the books require substantial corrective work, we provide a separate fixed-fee proposal before that additional work begins. Our bookkeeping cleanup and catch-up services address that work as a defined project.
4. Complete structured onboarding. Onboarding typically takes 2–4 weeks. We review the books, establish workflows, and configure reporting. When needed, we coordinate directly with your previous provider.
5. Begin your ongoing service level. We perform the agreed bookkeeping, reporting, and guidance. Every ongoing engagement begins with an initial 3-month commitment, then continues month-to-month for as long as the relationship serves you.

We believe in earning your continued business, not locking you in.

We work in QuickBooks Online. Setup, configuration, and QuickBooks Desktop-to-Online migration are available when needed. Those requirements should be addressed during scoping so the proposal reflects the work involved.

What your monthly fee supports beyond transaction entry

Price matters, but so does knowing who is responsible for the work and how it is reviewed.

Our LUCI Continuity Model addresses a practical weakness in relying on a single bookkeeper: if that person leaves, gets sick, or becomes unavailable, the books can stop. At LUCI, multiple professionals support each account, including senior-level review of the financials before delivery.

I lead our controller and advisory work, drawing on 25+ years in accounting and financial operations leadership. Erin Marchbanks, our Senior Accountant, brings 15+ years of experience and runs month-end close, financial reporting, and AP/AR. Erin reviews the bookkeeping before anything is delivered. Inday Reo Pedere handles recording, categorization, and reconciliations, with 7 years of QuickBooks Online experience.

That division of responsibility gives the engagement support beyond the person recording transactions. It also connects the bookkeeping process with financial review and, where included, advisory work.

Responsiveness belongs in the value conversation, too. Core includes email support; Growth adds priority email support. We tailor regular communication to how clients prefer to work.

As Scott Vincent, President/Owner, TeamLogic IT, puts it: “The reports are always timely, and my financials are in order every time I log in to QuickBooks. LaTara responds promptly and takes care of any issues quickly.”

We operate virtually through secure cloud-based systems, including multi-factor authentication, role-based access, and encrypted file sharing. When reviewing how to choose a Dallas bookkeeper, consider the people, review process, communication, and scope alongside the fee.

Add-ons and choosing the right starting point

Your service level establishes the foundation. Add-ons allow the engagement to address other financial operations you need managed.

Available add-ons include payroll management, accounts receivable and accounts payable management, sales tax filing, 1099 preparation and filing, W-9 collection, and multi-state registration and compliance. QuickBooks Online setup, Desktop-to-Online migration, and catch-up and cleanup projects are also available.

Tax preparation and planning are available only to ongoing clients. Katrina Lochocki, CPA, our Tax Strategist, prepares returns for clients who add integrated tax services. She has a Big Four public accounting background, a Master’s in Accounting, and an MBA. We do not offer standalone tax returns for non-clients or tax resolution.

The right starting point depends on what you know about your current books:

• Choose a discovery call when you are ready to discuss ongoing support and compare Core, Growth, and Scale.
• Choose the $597 Financial Review & Assessment when you want a review of your QuickBooks file and a prioritized action plan before deciding on an ongoing relationship.
• Take the free Financial Operations Assessment when you want an initial look at your needs through a 7-question assessment that takes two minutes.

For a small business, good value means the fee supports work you actually need. Begin with the questions you cannot currently answer about profitability, cash flow, or growth. Then assess which service level provides the reporting and involvement to address them.

Call 214-233-5454 to discuss the right starting point for your business.