★ Women-Owned Tax & Bookkeeping · Texas Rooted ★

Tax Season,
Handled.

Texas roots. Honest books. Personal service.

Individual, self-employed, and small business returns — prepared by the same person who can keep your books all year. Nothing gets lost in a handoff, and April isn’t a scramble.

Book Your Tax Appointment Bookkeeping & Payroll
Individual Returns Self-Employed Small Business Extensions & Estimated Payments Monthly Bookkeeping
More than a bookkeeper. I'm in your corner.
Personalized
Service
Always Here to
Answer Questions
Accurate Books.
Better Decisions.
Proudly Supporting
Texas Businesses
info@trinitybookstx.com Proudly Serving Businesses Across Texas
Why Trinity Bookkeeping

Take the Stress Out
of Your Books.

✦ ★ ✦

We'll handle the numbers so you can focus on growing your business. No more late nights staring at spreadsheets, no more dreading tax season, no more wondering if your numbers are right.

With Trinity Bookkeeping, you get clear, up-to-date financials you can actually understand — and a dedicated partner who's always in your corner.

Accurate Financials, Every Month

Clean, up-to-date books delivered by the 20th — no surprises, no scrambling at tax time.

Insights for Stronger Decisions

Reports written in plain English. Know your numbers so you can grow with confidence.

More Time for What Matters

Hand off the books and get back to your customers, your craft, and your family.

A Trusted Partner in Your Corner

Dependable, proactive, committed to your success — more than just a bookkeeper.

$425
Packages starting at /month
5★
Client satisfaction, guaranteed
20th
Reports by the 20th every month
TX
Local roots, remote capability nationwide
Good books. Strong coffee. Happy clients.

That's the Trinity promise — and we mean every word.

What We Do

Everything You Need.
Nothing You Don't.

✦ ★ ✦

Tax preparation first — plus the setup, bookkeeping, payroll, and notary services that keep you ready all year — handled personally, delivered clearly.

Tax Preparation for Individuals & Businesses

Individual, self-employed, and small business returns — prepared accurately, explained plainly, filed on time.

Learn more →

Initial Setup & Cleanup

Starting fresh or months behind? Books established, caught up, and reorganized into a clean foundation — from $150.

Learn more →

Monthly Bookkeeping & Bank Reconciliations

Every transaction categorized, every account balanced. Clean books you can trust, every single month.

Learn more →

Financial Reports You Can Understand

P&L, balance sheets, cash flow — delivered in plain English so you can actually use them.

Learn more →

Accounts Payable & Receivable Support

Stay on top of what you owe and what you're owed. Reduce late payments and cash flow surprises.

Learn more →

Sales Tax Preparation & Filing

Texas sales tax handled accurately and on time. No penalties, no stress, no guessing.

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Payroll Services

Your team gets paid right and on time. W-2s, tax filings, and compliance — all taken care of.

Learn more →

Mobile Notary Services

A commissioned Texas notary who travels to you. Acknowledgments, jurats, oaths, and signature witnessing.

Learn more →
Get a Free Consultation ★
Transparent Pricing · No Hidden Fees

Pricing & Packages

✦ ★ ✦

Tax preparation first, plus the bookkeeping, payroll, and setup services that keep you ready all year.

Tax Preparation Pricing

Every return is a little different. These are starting prices — you’ll get a firm quote before any work begins.

Simple Individual
$275 starting at
For individual filers with straightforward personal returns.
  • ✦ Federal individual return prepared and e-filed
  • ✦ Standard credits and deductions reviewed
  • ✦ Married filing jointly with dependents — starting at $375
  • ✦ Your return walked through with you before filing
Get Started ★
Self-Employed
$500 starting at
Form 1040 + Schedule C
Get Started ★
✦ Most Requested ✦
Small Business
$600–$1,200
Form 1040 + Schedule C
  • ✦ Self-Employed + Itemized Expenses + Dependents + Assets

Must provide an annual Profit & Loss Statement and Balance Sheet.

Get Started ★
Business Returns
Let’s talk
For partnerships, S-corps, and LLCs filing a business return. You’ll get a firm quote before any work begins.
  • ✦ Partnership, S-corp, or LLC return prepared and filed
  • ✦ K-1s prepared for each owner
  • ✦ Books reviewed and reconciled before filing
  • ✦ Filing deadlines tracked so nothing is late
Get Started ★

Extensions filed, and estimated tax payments made when required. Starting prices vary with the complexity of your return. See full tax preparation details →

Monthly Bookkeeping Packages

Clean books all year make for a simple return.

Essential Ledger
$425/month
For small businesses with straightforward bookkeeping and reporting needs.
  • ✦ Assigned accounting manager
  • ✦ Up to 3 account reconciliations
  • ✦ Sales tax preparation & filing
  • ✦ Monthly financial reports by the 20th
Get Started ★
✦ Most Popular ✦
Growth Operations
$575/month
Built for growing businesses with increased transaction activity and expanded requirements.
  • ✦ Assigned accounting manager
  • ✦ Up to 5 account reconciliations
  • ✦ AR & AP support
  • ✦ Sales tax preparation & filing
  • ✦ Monthly financial reports by the 20th
Get Started ★
Enterprise Compliance
$875/month
For high-volume businesses requiring advanced bookkeeping management and financial oversight.
  • ✦ High-volume transaction management
  • ✦ Up to 8 account reconciliations
  • ✦ AR & AP support
  • ✦ Sales tax preparation & filing
  • ✦ Monthly financial reports by the 20th
Get Started ★

Payroll Service Packages

Payroll Essentials

Full payroll processing for 1–5 employees. Includes tax filings, quarterly reporting, W-2 prep, and payroll record organization.

$50per pay cycle

Workforce Payroll Management

Full-service payroll for 5+ employees. Adds compliance management and employee payroll administration support.

$100per pay cycle

Add-On Services

✦ 1099 Preparation & Filing

$100 base fee + $5 per 1099. Accurate, on-time filing every January.

✦ Cleanup & Catch-Up Bookkeeping

Historical cleanup, reconciliations, and prior-period corrections at $100/hour. No judgment — we've seen it all.

✦ Mobile Notary Services

A commissioned Texas notary who travels to you. See details and contact K.C. for availability.

✦ Additional Accounting & Admin Services

Services outside normal scope billed at an agreed-upon rate. Just ask.

Initial Setup & Cleanup Services

Every engagement starts with a clean financial foundation. Setup and cleanup are separate from your ongoing monthly fee, and priced to the actual condition of your books.

1. New Client Setup

For books that are generally organized but need to be properly established and reviewed — accounts connected, Chart of Accounts set up, software configured. Typical investment $150–$600.

$150starting at

2. Light Organization

For businesses 1–3 months behind — uncategorized income and expenses sorted, minor discrepancies resolved, books brought current. Typical investment $300–$800+.

$300starting at

3. Heavy Reorganization

For businesses 4–12 months behind — mixed personal and business activity untangled, multiple accounts reconstructed, historical statements rebuilt. Typical investment $800–$3,000+.

$800starting at

Final pricing depends on the number of accounts and transactions involved and the overall condition of your records. See full setup & cleanup details →

Not sure which package fits? Message K.C. for a free 30-minute consultation — no pressure, just an honest conversation.

K.C. Poteet, owner of Trinity Bookkeeping
More than a bookkeeper.

I'm in your corner. ♡

Meet K.C. Poteet

Texas Roots &
A Whole Lot of Heart.

✦ ★ ✦

Hi, I'm K.C. — owner of Trinity Bookkeeping, your tax preparer, and your dedicated bookkeeping partner. I started Trinity because I believe every small business owner deserves accurate books and clear financial insight, without the corporate runaround.

I've spent years helping Texas businesses get their books in order — and I've seen firsthand what chaotic finances do to an owner's peace of mind. That's why everything I do is built around clarity, honesty, and personal service. You'll always know what's going on with your numbers, and you'll always have someone to call.

When I'm not balancing books, you'll find me proudly rooted right here in Texas — serving businesses across the state and remotely nationwide.

100%
Texas
Rooted
1:1
Personal
Service
5★
Client
Reviews
USA
Remote
Nationwide
IRS PTIN Holder QuickBooks ProAdvisor Secure & Confidential Women-Owned Business Now Accepting New Clients
Let's Work Together ★
Happy Clients

What Texas Business
Owners Are Saying

✦ ★ ✦

Hear from the business owners who trust K.C. with their books.

✦ Featured Review ✦
★★★★★
“

If you are reading this review — STOP scrolling! If you are looking for a new bookkeeper who truly knows what she’s doing, then KC Poteet at Trinity Bookkeeping is the person for YOU! KC is not only fantastic at what she does, she is personalized, caring, and will do everything she can to make sure your taxes are done the PROPER way and the LEGAL way. She has been a blessing to us, takes the stress away, and handles everything with such professionalism and heart. If I could give her more than 5 stars, I absolutely would. Highest recommendation possible!

S
Sandi M.
Small Business Owner · Texas
Read this review on Google →
★★★★★
"

I've been through several bookkeeping managers and passed around so many times I started to feel like just another number. KC is the first person I've worked with who has made me feel like she truly cares — about me, my business, and getting the job done right. She is kind, professional, dependable, and easy to work with. In construction, you learn pretty quickly who follows through and who doesn't; KC follows through. I cannot recommend her enough.

M
Marshall
Small Business Owner · Texas
★★★★★
"

K.C. has been an incredible bookkeeper to work with. She is organized, knowledgeable, and always stays on top of every detail. Her communication is excellent, and she makes managing the financial side of my business so much less stressful.

Z
Zane
Small Business Owner · Texas
★★★★★
"

I truly appreciate her professionalism, reliability, and dedication. I know I can count on her to keep everything accurate and up to date. If you're looking for a trustworthy bookkeeper who genuinely cares about her clients and does outstanding work, I highly recommend K.C. and her business. You won't be disappointed!

J
Jacob
Small Business Owner · Texas

These reviews live on Trinity’s Google Business Profile.

Read our reviews on Google
Let's get your books in order.

Ready to Stop Stressing About Your Books?

Book your free 30-minute consultation today. No obligation, no pressure — just an honest conversation about where your business is and how I can help.

Schedule Your Free Consultation
512-591-3169
kc@trinitybookstx.com
Local to Texas · Remote Nationwide

Request Your Free Consultation

Fill out the form and K.C. will be in touch within 1 business day.

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Your information stays private. No spam, ever.

Get in Touch

Let's Build a Strong
Financial Foundation.

✦ ★ ✦

Have a question? Prefer to reach out directly? I'd love to hear from you. I typically respond within one business day.

Phone

512-591-3169

Email

kc@trinitybookstx.com

Location

Local to Texas · Remote Nationwide

Business Hours

Monday – Friday, 9am – 5pm CT

★ Now Accepting New Clients

Spots are limited to ensure every client gets the personal attention they deserve. Reach out today to secure your spot.

Currently Available · Limited Openings