Bookkeeping for Retail Businesses in Garland and Dallas
Shops and product sellers who need inventory, sales tax and card deposits to match the books.
- Based in Garland, TX
- Steve is your contact
- Call or email
Sales, stock and sales tax that actually match.
Retail is one of the industries Steve Martinez works in today. A retail business runs on volume: lots of small sales, card deposits that land net of fees, stock coming in and going out, and sales tax collected on most of it. Tru-Ledger keeps that in reconciled books in QuickBooks, so what you sold, what you hold and what you owe the state line up.
Retail businesses this fits
- Shops and boutiques
- Product sellers
- Stores with inventory
- Owners collecting sales tax
The retail problem
Sales look strong, but the bank, the inventory count and the sales tax return all tell a different story.
Where retail books go wrong
Card deposits never match sales
Processors pay out in batches, after fees. Reconciling every bank and card account each month shows what really came in.
Inventory drifts from the books
Stock on the shelf and stock on the books stop agreeing. Inventory tracking keeps them in step.
Sales tax is a surprise
Sales tax you collect belongs to the state. Kept as a liability in the books, the return matches what you actually collected.
What we handle
What Tru-Ledger handles for retail businesses
One set of reconciled books, with sales tax and inventory built in.
- Monthly bookkeepingEvery bank and credit card transaction coded and reconciled.
- Inventory trackingStock on hand kept right in the books.
- Sales tax accounting and filingSales tax recorded correctly and returns filed for you.
- Accounts payableVendor bills tracked so you know what you owe and when.
Services for retail businesses
The monthly engagement covers the core work. These are the services retail businesses lean on most, each with its own page.
- Sales Tax Accounting and FilingWho can track and file my sales tax? Tru-Ledger handles sales tax accounting and filing alongside your monthly books.
- Job Costing, Inventory and Fixed AssetsWho can track job costs, inventory and fixed assets in my books? Tru-Ledger handles all three.
- Monthly BookkeepingWho can code and reconcile my bank and credit card transactions every month? That is the core of what Tru-Ledger does.
- Accounts Payable and ReceivableWho can keep track of my bills and unpaid invoices? Tru-Ledger manages accounts payable and accounts receivable.
Who does bookkeeping for retail businesses in Garland and Dallas?
Look for a bookkeeper who reconciles your card deposits, tracks inventory and files sales tax from the same books. Tru-Ledger Bookkeeping, run by Steve Martinez in Garland, TX, does all three for retail businesses. Book a free phone consultation or call (469) 929-3623.
Bookkeeping for retail businesses: FAQs
Where can I read the Texas sales tax rules?
The Texas Comptroller publishes them here: https://comptroller.texas.gov/taxes/sales/. If you sell into other states, ask Steve on the free consultation which filings apply to you.
Can you work from my point of sale system?
Tru-Ledger works in QuickBooks Online, which connects with many apps. Ask Steve on the free consultation about the system you use today.
How do I get started?
Book a free phone consultation or call (469) 929-3623. Steve looks at how your books are set up today and scopes the work from there.
Keep Exploring
Where to Next
Keep reading, or get in touch and tell us where your books stand.