Tru-Ledger Bookkeeping
Commercial disclosure: Tru-Ledger Bookkeeping is a Pleiades Consultancy client and receives this separate Featured placement. This does not affect its score or organic position. Disclosures
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2024
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: construction, retail (self-reported, from the firm's own website)
4 of 5 answered from a dated source.
Documents 4 of 5 core services; software advisor listing verified; publishes prices; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Tru-Ledger Bookkeeping | home page | |
| Website | https://www.tru-ledger.com/ | home page | |
| Office locality | Garland, TX | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +14699293623 | home page | |
| Offers bookkeeping | Documented: Bookkeeping and Payroll Services in Dallas-Fort Worth | Tru-Ledger Skip to content Bookkeeping &... | home page | |
| Monthly bookkeeping | Documented: ...Handled The accounting work a small business needs every month. See all services . Monthly Bookkeeping Who can code and reconcile my bank and credit card transactions every month?... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: Catch-Up and Cleanup Bookkeeping | Tru-Ledger Bookkeeping, Garland TX Skip to content Behind on your books? Bookkeeping... | /services/bookkeeping-cleanup | 5 pts (max 5) |
| AP / AR | Documented: ...how my business is really doing? Tru-Ledger delivers financial and management reports. Accounts Payable and Receivable Who can keep track of my bills and unpaid invoices?... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: Bookkeeping and Payroll Services in Dallas-Fort Worth | Tru-Ledger Skip to content Bookkeeping & payroll ·... | home page | 4 pts (max 4) |
| Industries served (documented) | construction, retail | /industries/construction | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /about | 3 pts (max 3) |
| Current QuickBooks ProAdvisor or Xero advisor listing | Software advisor-directory listing found: QuickBooks ProAdvisor | Software advisor directory Third-party Nov 12, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$300 to $700 a month" | /services/monthly-bookkeeping | 6 pts (max 6) |
| What is included / excluded | Documented: ...mean your tax preparer starts from reconciled books. Call (469) 929-3623 Send a Message What's included Coding the backlog of bank and credit card transactions Reconciling each... | /services/bookkeeping-cleanup | 5 pts (max 5) |
| Onboarding described | Documented: How Getting Started Works 1 Book a Free Call Pick a day and time on Steve's calendar for a free phone consultation. 2 Set Up the Foundation Your accounts get set up and... | home page | 4 pts (max 4) |
| Named contact / team | Steve Martinez, Bookkeeper | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: TRULEDGER BOOKKEEPING LLC · SOS file 0805735301 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Nov 12, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2024-10-07 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Nov 12, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 12, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-11-12 (Firm's own website): Month-end close + reporting (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-08-14) for business name 'Tru-Ledger Bookkeeping' in Garland, TX on 2026-11-12: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Current QuickBooks ProAdvisor or Xero advisor listing: Intuit Find a ProAdvisor directory lists the firm owner Steve Martinez (TruLedger Bookkeeping, Garland TX, linking tru-ledger.com) as an Advanced ProAdvisor certified in QuickBooks Online (Level 2) and QuickBooks Workforce, read in a browser 2026-11-12. A software vendor certification, not a license.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists TRULEDGER BOOKKEEPING LLC (SOS file 0805735301), status Active franchise taxpayer, checked 2026-11-12. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2024-10-07 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 26 evidenced items come from Tru-Ledger Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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