Bookkeeping · Live Oak, TX

Bookkeeping Services in Live Oak, TX

Monthly bookkeeping for Live Oak small businesses: transaction categorization, bank and credit card reconciliations and monthly financial statements, handled by Liane Parks, who has more than 21 years of accounting and tax experience.

Monthly bookkeeping reports reviewed on multiple monitors

Bookkeeping in Live Oak

Bookkeeping for Live Oak Small Businesses

Live Oak is a city in northeast Bexar County along Interstate 35 near Loop 1604, with retail and service businesses along the highway.

You share statements and receipts securely online and meet with Liane by phone or video. Plans are sized to how many transactions your business has each month. See the full bookkeeping services page for plan details.

Shops and restaurants

Daily sales, card deposits, sales tax and vendor bills kept organized every month.

Contractors and skilled trades

Job costs, supplier bills and customer payments recorded and reconciled, with clean numbers for tax time.

Veterans and military-connected owners

Businesses and households connected to the military community. Liane is a U.S. Army veteran.

Healthcare and professional practices

Practice owners who need reconciled accounts, monthly statements and business returns.

Self-employed professionals

Consultants and freelancers with business and personal activity separated.

What’s Included

What Monthly Bookkeeping Covers

Every plan includes the core monthly work, and larger plans add email support and regular reviews.

01

Categorization

Every bank and credit card transaction recorded to the right account.

02

Reconciliations

Each account reconciled to your statements every month.

03

Financial statements

A profit and loss statement and balance sheet each month.

04

Catch-up bookkeeping

Past months brought current before monthly service or tax time.

Texas Requirements

What Live Oak Business Owners Should Know

A few Texas rules affect how your books and returns are handled. Confirm current deadlines and rates with the Texas Comptroller each year.

01

Franchise tax report

Most Texas LLCs and corporations file an annual franchise tax report with the Texas Comptroller, generally due May 15. Accurate books make the revenue figures easy to pull.

02

Sales tax

Businesses that sell taxable goods or services collect Texas sales tax and file returns on their assigned schedule. Most Texas cities add local sales tax on top of the 6.25 percent state rate. Confirm the current combined rate for Live Oak with the Texas Comptroller.

03

No personal income tax

Texas has no personal income tax, so owners of pass-through businesses pay federal income tax on business profit but no Texas income tax.

04

Payroll filings

Employers file federal payroll forms such as Form 941 and quarterly unemployment tax reports with the Texas Workforce Commission.

FAQ

Bookkeeping Questions in Live Oak

Answers for Live Oak clients. Call or schedule a free consultation if you do not see your question here.

Yes. Profits & Ledgers works with Live Oak clients remotely from our San Antonio base. We work with business owners in Live Oak and across Bexar County by phone, video call and email.
Yes. We work in QuickBooks Online, QuickBooks Desktop and Xero, and we can pick up where your current records leave off.
Catch-up bookkeeping brings past months current before monthly service starts or before your tax return is prepared.
Yes. See tax preparation in Live Oak. The Legacy bookkeeping plan includes one annual business tax return.
Plans are based on your monthly transaction volume. We confirm the right plan during your free consultation.

Service Areas

Serving San Antonio, Helotes and Nearby Communities

Profits & Ledgers is based in San Antonio and works with clients remotely. Clients share documents securely online and meet with Liane by phone or video.

Get Started

Schedule a Free 30-Minute Consultation With Profits & Ledgers

Tell Liane about your Live Oak business and the bookkeeping help you need.