Bookkeeping · San Antonio, TX
Bookkeeping Services in San Antonio, TX
Monthly bookkeeping for San Antonio 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.
Bookkeeping in San Antonio
Bookkeeping for San Antonio Small Businesses
Profits & Ledgers is based in San Antonio. We work with service-based businesses, contractors and self-employed professionals across the city, from Downtown and the Medical Center to Stone Oak and Alamo Heights.
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.
Contractors and skilled trades
Job costs, supplier bills and customer payments recorded and reconciled, with clean numbers for tax time.
Healthcare and professional practices
Practice owners who need reconciled accounts, monthly statements and business returns.
Shops and restaurants
Daily sales, card deposits, sales tax and vendor bills kept organized every month.
Real estate professionals and investors
Commission income, rental activity and property expenses kept separate and documented.
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 San Antonio 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 San Antonio 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 San Antonio
Answers for San Antonio clients. Call or schedule a free consultation if you do not see your question here.
Do you work with businesses in San Antonio?
Can you take over from my current bookkeeper or software?
What if my books are behind?
Do you prepare the business tax return too?
How is the monthly plan chosen?
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.
San Antonio
Tax Preparation
Helotes
Bookkeeping · Tax Preparation
Leon Valley
Bookkeeping · Tax Preparation
Alamo Heights
Bookkeeping · Tax Preparation
Castle Hills
Bookkeeping · Tax Preparation
Shavano Park
Bookkeeping · Tax Preparation
Hollywood Park
Bookkeeping · Tax Preparation
Balcones Heights
Bookkeeping · Tax Preparation
Terrell Hills
Bookkeeping · Tax Preparation
Olmos Park
Bookkeeping · Tax Preparation
Kirby
Bookkeeping · Tax Preparation
Converse
Bookkeeping · Tax Preparation
Live Oak
Bookkeeping · Tax Preparation
Universal City
Bookkeeping · Tax Preparation
Selma
Bookkeeping · Tax Preparation
Windcrest
Bookkeeping · Tax Preparation
Schertz
Bookkeeping · Tax Preparation
Cibolo
Bookkeeping · Tax Preparation
Boerne
Bookkeeping · Tax Preparation
Fair Oaks Ranch
Bookkeeping · Tax Preparation
Bulverde
Bookkeeping · Tax Preparation
New Braunfels
Bookkeeping · Tax Preparation
Get Started
Schedule a Free 30-Minute Consultation With Profits & Ledgers
Tell Liane about your San Antonio business and the bookkeeping help you need.