Monthly bookkeeping checklist
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
OpenTexas · Bookkeeping Services
Texas bookkeeping that keeps the Comptroller’s math clean.
Reconciliation, clean categorization, 8.25% sales tax recorded by location, and fixed-asset records ready for the rendition — delivered in your own QuickBooks file by your TechBrot team. Fixed-fee, all 254 counties.
Monthly bookkeeping: $500–$2,500+ a monthWhat sets the price
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
State rule
Texas rule: monthly sales tax reports are due on the 20th of the following month, and quarterly reports on the 20th of the month after the quarter; each close ties the sales-tax liability to the report. Source: Texas Comptroller, sales and use tax.
§ The short version
Texas bookkeeping services from TechBrot reconcile every account, record sales tax by location at the combined rate (6.25% state plus up to 2% local) and keep fixed-asset records ready for the business personal property rendition, in your own QuickBooks file. Monthly bookkeeping runs $500–$2,500+/mo, fixed against a written scope; your CPA files.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 01 · Texas tax realities your books must capture
Three Texas facts good bookkeeping never misses.
Bookkeeping in Texas isn’t generic — these three obligations decide how transactions and assets are recorded.
8.25%
Sales tax baked into the books
Texas sales & use tax is 6.25% state plus up to 2% local (8.25% in most metros), via the Texas Comptroller. Bookkeeping that records it correctly by location is the difference between a return that ties and one that doesn’t.No income tax
No income tax, but the margin tax tracks here
Texas has no state income tax, but the franchise (“margin”) tax is computed from figures your books produce. Clean bookkeeping is what lets your CPA file the margin tax accurately.BPP
Fixed assets ready to render
Texas business owners must report a rendition of their personal property — equipment, furniture, inventory — to the county appraisal district each year; from January 1, 2026 each taxing unit exempts the first $125,000 of appraised value of income-producing personal property at each location (Tax Code §11.145). A maintained fixed-asset schedule in the books makes the rendition straightforward; valuation stays with your CPA.§ 02 · What Texas bookkeeping covers
Clean books, every month, by one dedicated team.
Scoped to your business and delivered in your own QuickBooks file by your TechBrot team.
01
Reconciliation & categorization
Every account reconciled and every transaction categorized to a clean, Texas-correct chart of accounts each month.Monthly bookkeeping
02
Sales tax recorded right
8.25% sales tax recorded by location so the Comptroller return ties — no manual cleanup at filing time.Sales tax help
03
Fixed-asset schedule maintained
Equipment, furniture, and inventory tracked so the business personal property rendition is straightforward.Franchise & property tax
04
Cleanup & catch-up
Behind by months or years? A one-time cleanup brings the file to a CPA-ready standard before monthly cadence starts.QuickBooks cleanup
05
CPA-ready statements
P&L, balance sheet, and cash-flow delivered monthly in a format your CPA can file from directly.Financial statements
06
Advisory, when ready
Once the books are clean, fractional-CFO advisory on the global team — forecasting and cash-flow.Fractional CFO
§ 03 · The scope
What we do — and what we don’t.
What TechBrot does
- Reconcile every account and categorize every transaction each month
- Maintain a Texas-correct chart of accounts
- Record 8.25% sales tax correctly by location
- Maintain a fixed-asset schedule ready for the BPP rendition
- Produce CPA-ready monthly financial statements
- Clean up and catch up a file that has fallen behind
What your CPA does
- File the Texas franchise (margin) tax or sales-tax returns
- File the business personal property rendition or handle valuation
- Represent you before the Texas Comptroller
- Provide legal or tax advice
- Step 1
Free file review
A QuickBooks ProAdvisor reviews your QuickBooks file and Texas situation at no cost. - Step 2
Written fixed-fee scope
Within 3 business days you get a written scope and fixed fee. No hourly billing. - Step 3
Cleanup, if needed
If the file has fallen behind, we bring it to a CPA-ready standard first. - Step 4
Monthly cadence
Your senior bookkeeper keeps the file reconciled and current every month.
§ 05 · The advisory line
Automation handles the data entry. We handle the judgment.
Bookkeeping is where Texas tax compliance is won or lost: the 8.25% sales tax has to be recorded correctly as transactions happen, the margin tax is only as accurate as the books behind it, and the BPP rendition depends on a fixed-asset schedule nobody kept. Clean bookkeeping makes all three a non-event.
Start with accurate books, then extend — when you’re ready — into fractional-CFO advisory, in coordination with your CPA.
§ 06 · Around this page
Around Texas.
Texas QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Texas tax terms in one place.Bookkeeping services, nationally
The national engagement this page is the Texas version of — same scope, same written fixed fee.Also in Texas
Texas cities
Not sure where your file stands? Start with the free QuickBooks file review · how Texas compares: state-by-state tax quirks.
§ 07 · Around the engagement
Before you engage anyone.
Bookkeeping cost calculator
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
OpenTechBrot bookkeeping pricing
What the engagement costs — the fixed-fee bands by scope, and what moves a quote up or down, before the discovery call.
OpenTexas small-business accountant
Bookkeeping is the monthly work; this is the person who reads it back to you — what a Texas small-business accountant does beyond keeping the books current, and when you need one.
Open§ 08 · Common questions
Texas bookkeeping services questions.
What's included in Texas bookkeeping services?
Reconciliation, clean categorization to a Texas-correct chart of accounts, 8.25% sales tax recorded correctly by location, a maintained fixed-asset schedule for the business personal property rendition, and CPA-ready monthly statements — all in your own QuickBooks file, by your TechBrot team, with every close reviewed by a Certified QuickBooks ProAdvisor.
Why does Texas bookkeeping have to be Texas-specific?
Because the 8.25% sales tax must be recorded correctly by location for the Comptroller return to tie, the franchise (margin) tax is computed directly from your books, and the annual business personal property rendition needs a fixed-asset schedule. Generic bookkeeping that ignores those three creates filing problems your CPA has to untangle.
Do you work in my existing QuickBooks file?
Yes — your file, your data, in QuickBooks Online or hosted Desktop, with a senior bookkeeper assigned to your file, and every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. We can set up or migrate the file if needed.
Can you clean up a messy file first?
Yes. If the file is behind by months or years, or sales tax was misconfigured, we scope a one-time cleanup to a CPA-ready standard, then move into monthly bookkeeping so it stays clean.
How much do Texas bookkeeping services cost?
Fixed-fee against a written scope, never hourly. Monthly bookkeeping runs $500–$2,500+/mo by volume and accounts; one-time bookkeeping cleanup runs $1,200–$15,000+. Exact fee in writing within 3 business days of a free discovery call and the file information needed to quote.
Checked against the Texas Comptroller of Public Accounts.
Texas businesses start here