Run by operators, not office workers.
Lone Star CFO & Bookkeeping Services is a Waco firm that keeps books for Texas business owners the way we keep our own.
The firm grew out of running real companies: an HVAC and electrical company, a food truck with a national retail agreement, a warehouse, a marketing agency, and a holding company over all of it.
Those books are closed lender-ready every month, because we have sat across from the banker, needing the loan, needing the numbers to hold up.
That’s the standard your books get. Not theory. The same monthly close we run on our own companies.
When your banker asks a hard question, the answer comes from people who have answered it about their own businesses.
Lone Star CFO & Bookkeeping Services is a DBA of AlliedOne Marketing LLC.
- Founded by Brandon Thompson
- Office in Waco, serving all of Texas
- Bookkeeping, tax preparation, catch-up cleanup and fractional CFO
- Flat pricing, month to month
Profit and loss, balance sheet
Current month, year to date, and against last year.
14-point close
Every account reconciled, every month, signed off line by line. You can see exactly what “done” means.
Bank and card reconciliation
Down to the penny. If a number looks off, we chase it. You don’t.
Cover note
A plain-English note on what moved and why.
Margin, labor %, cash on hand, receivables aging. The month, scored.
| Revenue | 212,480.00 |
|---|---|
| Job costs | (139,870.00) |
| Gross profit | 72,610.00 |
| Overhead | (44,125.00) |
| Net | 28,485.00 |
Cover noteNet is up on two closed jobs. Materials ran over on one open job; the detail is on page two.
One call. A fixed number. No mystery.
Tell us what you do and how far behind the books are. You’ll have your price this week.