Dallas–Fort Worth bookkeeping
DFW Bookkeeping Services from Fort Worth to Plano
One team, one fixed monthly fee and the same reviewed month-end package, whether your company is in Dallas, Fort Worth, Arlington or anywhere else in North Texas.
Short answer: LUCI Financial Solutions provides recurring monthly bookkeeping for owner-operated businesses throughout the Dallas–Fort Worth Metroplex, including Fort Worth and Arlington. Because we work virtually through secure cloud systems, a company in Tarrant County gets the same team, the same QuickBooks Online process and the same senior-reviewed financial statements as one in Dallas. Our clients are mostly established service businesses with $250K or more in annual revenue.
Why a virtual team works across the whole Metroplex
DFW is large enough that a “local” bookkeeper on one side can be an hour’s drive from a client on the other. We removed the drive. Your bank feeds, QuickBooks Online file and document requests all run through the cloud, protected with multi-factor authentication, role-based access and encrypted file sharing. Reviews happen on scheduled calls, and our executive assistant keeps those calls on the calendar.
What stays consistent is the work itself: monthly reconciliations, a senior accountant’s review and four statements delivered each month. Owners in Plano, Frisco and the northern suburbs can see city-specific details on our pages for Plano, Texas bookkeeping and Richardson, Addison and Irving bookkeeping.
Fort Worth and Arlington businesses we fit well
Fort Worth professional firms
Fort Worth’s economy runs from aerospace and defense manufacturing to the AllianceTexas logistics hub, and each of those industries keeps local law firms, engineering consultants and advisory practices busy. Those firms need clean operating books and, for attorneys, reconciled trust accounts.
Arlington service companies
Arlington’s entertainment district, university and manufacturing base create steady demand for contractors, staffing firms and home-service businesses. These owners usually want job or crew profitability, not just a year-end tax file.
Tarrant County practices
Medical, dental and therapy practices on the west side face the same reimbursement reconciliations as Dallas practices, and our accounting for medical and dental practices applies across the Metroplex.
Companies with sites in both counties
A business with a Dallas office and a Fort Worth shop needs revenue, payroll and sales tax tracked by location. We set that up with classes or locations in QuickBooks Online.
How local sales tax differs from one DFW city to the next
Inside city limits, each of the four cities below charges the 8.25 percent maximum combined rate, but they get there differently, and the split shows up on your sales tax return.
| City | How the 2% local share is divided | Combined |
|---|---|---|
| Dallas | 1% city, 1% Dallas Area Rapid Transit | 8.25% |
| Fort Worth | 1% city, 0.5% Fort Worth transit authority, 0.5% crime control district | 8.25% |
| Arlington | 2% city | 8.25% |
| Frisco | 2% city | 8.25% |
Rates are from the Comptroller’s current sales tax rate schedule for Texas cities. For a seller with a Texas place of business, local tax generally follows where the sale is consummated, usually your place of business, and a company with several locations sources each sale to the location that fulfills it. Extra local use tax can apply when goods are delivered into a jurisdiction with a higher rate. The Comptroller’s local sales tax guide for sellers has the full rule. We file sales tax as an add-on for monthly clients.
Starting monthly bookkeeping from anywhere in North Texas
- Call or assessment. Start with a discovery call, or take the free seven-question Financial Operations Assessment first.
- Written proposal. You receive a fixed onboarding fee and a fixed monthly fee based on volume, accounts, payroll and reporting needs.
- Onboarding. Over roughly two to four weeks we connect systems, test your books for accuracy and configure reporting.
- Monthly close. Each month you receive an Executive Summary, P&L, Balance Sheet and Statement of Cash Flows, and a year-end package goes to your tax preparer.
Growing companies can move up to quarterly review meetings and budget-to-actual reporting, or to CFO-level advisory with forecasting and a KPI dashboard.
Frequently asked questions
Does LUCI serve both Dallas and Fort Worth?
Yes. LUCI Financial Solutions is based in the Dallas–Fort Worth area and serves clients across the Metroplex virtually. A Fort Worth company receives the same monthly process and reviewed statements as a Dallas company.
Can an Arlington business outsource its bookkeeping to LUCI?
Yes. Arlington businesses work with us through QuickBooks Online, encrypted file sharing, email and scheduled calls. No office visits are needed at any point.
What kinds of DFW businesses does LUCI work with?
Mostly established, owner-operated service businesses with about $250K or more in annual revenue. That includes professional services firms, agencies, law firms, consultants, medical and dental practices and general contractors.
Does LUCI offer QuickBooks bookkeeping across North Texas?
Yes. We manage QuickBooks Online for clients throughout North Texas and beyond, and we can set up a new file or migrate one from QuickBooks Desktop. Clean, reconciled QuickBooks data is the base of every monthly package.
How long does it take to start recurring bookkeeping?
Onboarding usually takes two to four weeks, covering system access, an accuracy review and reporting setup. If the books need significant cleanup, we quote that as a separate fixed-fee project before monthly service begins.
Is there a long-term contract?
The initial commitment is three months. After that, service continues month-to-month.
Bookkeeping for your DFW company, wherever it is
Schedule a consultation to get a fixed-fee proposal, or begin with the free Financial Operations Assessment to see where your books stand today.
214-233-5454 · [email protected]