Texas has more State Farm agents than nearly any other state — with major concentrations in Houston, Dallas/Fort Worth, Austin, and San Antonio. Trident provides specialized monthly bookkeeping and financial reporting for Texas State Farm agents across all four major metros and every smaller market.
Yes. We currently serve State Farm agents in Houston, Dallas/Fort Worth, Austin, San Antonio, El Paso, and dozens of smaller Texas markets. All work is 100% remote and cloud-based, so location within Texas doesn’t affect pricing or service.
Texas franchise tax is calculated from your books, so accurate revenue and cost-of-goods reporting matters. We organize your QuickBooks so your CPA can pull the exact figures needed for the Texas Comptroller filing without back-and-forth.
Yes. Many of our Texas clients have 2-5 office locations. We set up class tracking and location-based reporting in QuickBooks Online so you can see profitability per office without manual spreadsheets.
Yes. Catch-up bookkeeping is one of our most common engagements. We’ll quote a flat fee to get you current, then transition you onto our standard monthly service at $299–$499/month.
Bookkeeping does not require state licensure in Texas (or in any U.S. state). Trident is QuickBooks ProAdvisor Certified and specializes 100% in insurance agency bookkeeping — what matters far more than location is industry expertise.
Book a free 15-minute call. We’ll review your current setup and give you a fixed monthly quote — no obligation.
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