Services · San Antonio, TX
Bookkeeping Services in San Antonio, TX
Monthly bookkeeping for small businesses in San Antonio and Helotes: transaction categorization, bank and credit card reconciliations and monthly financial statements, with plans sized to your transaction volume.
What’s Included
What Our Monthly Bookkeeping Includes
Every plan covers the core monthly work. Larger plans add more email support and regular reviews with Liane.
Transaction categorization
Every bank and credit card transaction recorded and assigned to the right account.
Bank and credit card reconciliations
Each account reconciled to your statements so balances match and errors are caught.
Monthly financial statements
A profit and loss statement and balance sheet each month.
Email questions
Bookkeeping questions answered by email, with more support on larger plans.
Reviews and strategy calls
Mid-year check-ins, quarterly financial reviews or monthly strategy calls, depending on your plan.
Business tax return option
The Legacy plan includes one annual business tax return (Form 1065, 1120-S or 1120).
Bookkeeping Plans
Plans Sized to Your Monthly Transactions
Your plan is based on how many transactions your business has each month. We confirm the right plan and pricing during your free consultation.
Plan
Transactions per month
Includes
Starter Lite
Up to 50
Categorization, reconciliations and monthly financial statements, plus 1 email question per month.
Starter
51 to 75
Categorization, reconciliations and monthly financial statements, plus 2 email questions per month.
Essentials
76 to 150
Everything above, 3 email questions per month and a mid-year check-in.
Growth
151 to 250
Everything above, 4 email questions per month and a quarterly 30-minute financial review.
Growth Plus
251 to 400
Routine bookkeeping email support and a monthly 30-minute strategy call.
Legacy
401 to 750
Routine email support, a monthly strategy call, a quarterly planning session and one annual business tax return. Personal returns are prepared separately.
Recurring bookkeeping clients receive a complimentary membership in the P&L Business Owners Club.
Every Month
Your Monthly Bookkeeping Cycle
The same routine runs every month, so your books stay current.
Step 1
Share your statements
Upload bank and credit card statements, receipts and invoices securely online.
Step 2
Record and categorize
Liane records each transaction and assigns it to the right account.
Step 3
Reconcile and review
Every account is reconciled, and anything unusual is flagged and asked about.
Step 4
Receive your statements
You get your profit and loss statement and balance sheet for the month.
Catch-Up Bookkeeping
Books Behind? We Bring Them Current
If your books are months or years behind, catch-up bookkeeping brings them up to date before monthly service starts or before your tax return is prepared.
We work through past statements month by month, reconcile every account and give you clean financial statements for the period.
Past months recorded and categorized
Every account reconciled to statements
Financial statements for the catch-up period
Books ready for tax preparation
FAQ
Bookkeeping Questions
Answers to the questions business owners ask most about monthly bookkeeping.
What does monthly bookkeeping include?
How is my plan chosen?
Which software do you use?
Can you catch up books that are behind?
Do you prepare the business tax return too?
Do I need to meet in person?
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
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 business and the help you need with bookkeeping or taxes. New clients start with a complimentary 30-minute consultation.