Waco, Texas — Serving Central Texas Businesses
Your Books.
Balanced. Accurate.
Always.
TrueBooks Solutions brings professional bookkeeping, payroll, and tax preparation to Waco-area small businesses — so you can focus on what you do best.
Our Mission
Why TrueBooks Exists
At TrueBooks Solutions, our mission is to empower Waco-area entrepreneurs and small business owners with clear, accurate, and trustworthy financial management. We believe every business — no matter its size — deserves a dedicated partner who treats their finances with the same care and precision as their own. We don’t just keep your books; we help you understand them, so your business can grow with confidence and clarity.
TrueBooks Solutions, LLC · Waco, Texas
What We Offer
Core Services
Comprehensive financial solutions designed for Waco-area businesses at every stage of growth.
Bookkeeping
Monthly reconciliation, transaction categorization, accounts receivable/payable tracking, and real-time financial reporting so you always know where you stand.
Payroll Processing
Full-service payroll including direct deposit, tax withholdings, W-2 and 1099 preparation, and compliance — so your team gets paid accurately and on time, every time.
Tax Preparation
Business and individual tax filings, quarterly estimated taxes, tax planning, and IRS correspondence support. We find every deduction you deserve.
Financial Reporting
Monthly P&L statements, balance sheets, cash flow reports, and custom dashboards that turn your numbers into actionable business decisions.
Catch-Up Bookkeeping
Behind on your books? We’ll get you current fast — months or years of backlog cleaned up and ready for tax season or your lender, no judgment.
Business Consulting
New business setup, QuickBooks training, cash flow optimization, and strategic financial advice tailored to the Central Texas business landscape.
Transparent Pricing
Packages Built for Waco
Flat monthly rates — no surprise fees. All packages include a free 30-minute consultation.
Starter
For solo operators & new businesses
Up to 75 transactions/mo
- Monthly bookkeeping & reconciliation
- Bank & credit card reconciliation
- Monthly P&L and balance sheet
- QuickBooks Online management
- Annual 1099 prep (up to 5)
- Email support (48-hr response)
- Quarterly check-in call
Growth
For growing Waco small businesses
Up to 200 transactions/mo
- Everything in Starter
- Full payroll (up to 10 employees)
- Quarterly estimated tax calculations
- Annual business tax return filing
- Accounts receivable/payable mgmt
- Priority email & phone support
- Monthly strategy call
Premier
For established & scaling businesses
Unlimited transactions
- Everything in Growth
- Payroll up to 30 employees
- Business + personal tax returns
- Year-round tax planning
- Catch-up bookkeeping (up to 6 mo)
- CFO advisory: budget & cash flow
- Dedicated account manager
- Same-day response guarantee
Find Your Fit
Let’s Assess Your Needs
Answer a few quick questions and we’ll recommend the best package for your business — and follow up within one business day.
Thank You!
We’ve received your information and will reach out within one business day with your personalized package recommendation. Welcome to the TrueBooks family!
Review Our PackagesClient Portal
Your Finances, Anytime
Securely view your invoices, payment history, and financial documents — all in one place, 24/7. Clients receive login credentials after onboarding.
| Date | Description | Method | Amount |
|---|---|---|---|
| Apr 10, 2025 | Monthly Bookkeeping | ACH | $549.00 |
| Mar 12, 2025 | Monthly Bookkeeping | ACH | $549.00 |
| Feb 8, 2025 | Monthly Bookkeeping | Credit Card | $549.00 |
| Jan 14, 2025 | Catch-Up Bookkeeping | Wire | $850.00 |
| Jan 14, 2025 | Monthly Bookkeeping | Wire | $549.00 |
This is a demo view. Clients receive secure login credentials after onboarding.
Payment Infrastructure
Accept Payments Your Way
Connect your preferred payment processor to begin collecting client payments via credit card, debit, ACH, and wire transfer.
Credit Cards
Visa, Mastercard, AmEx, Discover. Instant processing, automatic receipts, and chargeback protection built in.
Ready to connectDebit Cards
All major debit networks. Lower processing fees than credit — great default for recurring monthly clients.
Ready to connectACH / Bank Transfer
Direct bank-to-bank transfers. Lowest fees (~$0.25–1%) — ideal for recurring monthly invoices.
Ready to connectWire Transfers
Same or next business day settlement. Best for large one-time payments, new clients, or annual retainers.
Ready to connectConnect Your Payment Processor
TrueBooks integrates with all major processors. Select your preferred provider to configure. Once connected, all invoices sent through the client portal will include a direct payment link, and payments will be automatically recorded in your books.
* Payment processor API keys are configured in Owner Settings after selection.
* PCI-DSS compliant — client card data is never stored on your server.
* Automatic payment reconciliation syncs directly to QuickBooks.
Who We Are
Meet the Team Behind TrueBooks
TrueBooks Solutions, LLC
Owner & Lead Bookkeeper · Waco, Texas
At TrueBooks Solutions, we understand that behind every small business is a hardworking owner wearing too many hats. That’s why we built a firm that does more than crunch numbers — we become a trusted financial partner for every client we serve.
Based right here in Waco, we have deep roots in the Central Texas business community. We speak your language, we know your market, and we genuinely care about seeing your business thrive. Whether you’re a brand-new startup or a growing operation, we bring the same dedication and precision to every engagement.
Free Consultation
Book Your Free 30-Minute Call
No Obligation. No Jargon. Just Answers.
Schedule a free 30-minute discovery call with our team. We’ll review your current financial situation, answer your questions, and recommend the right package for your business — all with zero pressure.
Calls available Mon–Fri, 8am–6pm CST · Video or phone
Schedule Online
Pick a time that works for you. Instant confirmation sent to your email.
Choose Your TimeOpens Calendly · calendly.com/r_graves
Resources & Insights
The TrueBooks Blog
Practical financial tips, tax guidance, and bookkeeping advice written for Waco-area small business owners — no accounting degree required.
The 7 Most Missed Tax Deductions for Waco Small Businesses
Most small business owners leave thousands on the table every year. Here are the deductions your CPA might not be asking about — and how to start tracking them today.
Why Your Bank Balance Is Lying to You (And What to Do About It)
Checking your bank account to gauge business health is one of the most common — and dangerous — mistakes small business owners make. Here’s what to look at instead.
When to Switch from DIY Payroll to a Professional: A Texas Business Guide
Running payroll yourself works — until it doesn’t. Here are the warning signs that it’s time to hand off payroll, and what that transition looks like for a Central Texas business.
Cash Flow vs. Profit: Understanding the Difference That Could Save Your Business
A business can be profitable on paper and still run out of cash. Understanding this distinction is one of the most important financial concepts for any small business owner.
Quarterly Estimated Taxes: A Simple Guide for Texas Self-Employed Owners
Missing a quarterly estimated tax payment can cost you penalties and interest. Here’s exactly what you owe, when it’s due, and how to calculate your payments correctly.
Starting a Business in Waco: Your Financial Setup Checklist for 2025
From EIN applications to opening a business bank account to setting up QuickBooks — here’s the complete financial setup checklist every new Waco business owner needs.
Want financial tips delivered to your inbox monthly? No spam — just actionable advice for Central Texas business owners.
Referral Program
Get Rewarded for Sharing TrueBooks
Know a fellow Waco business owner who could use clean books? Refer them to TrueBooks and earn a reward when they sign up.
The TrueBooks Referral Program
Every great client relationship starts with a trusted recommendation. When you refer someone who becomes a TrueBooks client, you both win.
Refer a Friend
Fill out the short form below with their name and contact info. We’ll take it from there.
They Sign Up
We reach out to your referral. When they become an active TrueBooks client, you qualify for your reward.
You Get Rewarded
Your reward is applied within 30 days of your referral’s first billing cycle. No cap on referrals!
Submit a Referral
Takes less than 60 seconds. We’ll handle the follow-up professionally — your referral is in good hands.
Referral info is only used to contact your referral about TrueBooks services.
Referral submitted! We’ll reach out to them within one business day. Thank you for spreading the word!
Common Questions
Frequently Asked Questions
Phone
Location
Waco, Texas · Serving Central TX
Office Hours
Mon–Fri: 8am–6pm CST