Bookkeeping · Schertz, TX
Bookkeeping Services in Schertz, TX
Monthly bookkeeping for Schertz 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 Schertz
Bookkeeping for Schertz Small Businesses
Schertz is a city northeast of San Antonio along Interstate 35, mostly in Guadalupe County, with a growing base of contractors, retailers and service businesses.
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.
Home service businesses
HVAC, plumbing, roofing and remodeling companies with jobs, materials and vehicles to track.
Veterans and military-connected owners
Businesses and households connected to the military community. Liane is a U.S. Army veteran.
New and growing businesses
Records set up correctly from the start as the business adds customers, expenses and employees.
Shops and restaurants
Daily sales, card deposits, sales tax and vendor bills kept organized every month.
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 Schertz 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 Schertz 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 Schertz
Answers for Schertz clients. Call or schedule a free consultation if you do not see your question here.
Do you work with businesses in Schertz?
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
Bookkeeping · Tax Preparation
Helotes
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Leon Valley
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Alamo Heights
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Castle Hills
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Shavano Park
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Hollywood Park
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Balcones Heights
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Terrell Hills
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Olmos Park
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Kirby
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Converse
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Live Oak
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Universal City
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Selma
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Windcrest
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Schertz
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Cibolo
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Boerne
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Fair Oaks Ranch
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Bulverde
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New Braunfels
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Get Started
Schedule a Free 30-Minute Consultation With Profits & Ledgers
Tell Liane about your Schertz business and the bookkeeping help you need.