San Antonio small-business bookkeeping: monthly bank reconciliations, sales-tax records and filing, and clear monthly financial reports. Your books are kept current and accurate by our in-house team right here in San Antonio, so you always know where your business stands.
Where this helps
You didn't start a business to reconcile bank statements and chase receipts. But when the books fall behind, everything else gets harder. You can't tell if you're profitable, you can't answer the banker's questions, and tax season turns into a scramble to rebuild the year.
We take the day-to-day financial work off your plate and keep it current every month. You get books that are accurate, reports you can read in a few minutes, and a team that answers the phone when you have a question.
When the books are right, every other decision gets easier.
Sound familiar?
The bank statements are piling up and the accounting file stopped at spring. The longer it waits, the bigger the cleanup, and the less you know about how the business is doing.
Every spring you hand your tax preparer a stack of statements and receipts and pay for them to sort it out. Clean monthly books make that step fast and cheaper.
The reports say you're making money, but it doesn't feel that way. Often the books are missing transactions, double-counting others, or mixing up personal and business spending.
Texas sales and use tax returns come due on a schedule whether you're ready or not. Late filings bring penalties, and getting the numbers wrong can mean paying twice.
A single in-house bookkeeper handles every deposit, payment, and reconciliation, with no one checking the work. That's how honest mistakes, and sometimes fraud, go unnoticed for years.
One card for everything is convenient until it's time to prove what was a business expense. Separating and categorizing it correctly protects your deductions.
What you get
Current every month, not just at year-end.
We record and categorize your income and expenses every month in your accounting software, so the books reflect what actually happened.
Cash coming in and going out, tracked.
We keep your bills and customer invoices organized, so payments go out on time and nothing you're owed falls through the cracks.
No late notices from the Comptroller.
We prepare and file your Texas sales and use tax returns on the schedule the Comptroller assigns you, using numbers that tie directly to your books.
The numbers, in plain English.
Each month you get financial statements you can actually use. If the books have fallen behind, we catch them up first.
Every month
Each month, SBS of SA records and categorizes every transaction, completes your monthly bank and credit card reconciliations, keeps your sales-tax records reconciled to the books, files your Texas sales tax return when it's due, and sends you a monthly profit and loss statement and balance sheet. You always know what came in, what went out, and what you owe.
Have employees? We can run payroll and payroll tax filings from the same books, so wages and payroll taxes land in the right accounts. Running a nonprofit? Our nonprofit bookkeeping adds grant tracking, board reports, and Form 990 filing.
Local and accountable
All of our bookkeeping is done in-house by our team here in San Antonio. We don't send your financial records overseas or to outside contractors. You can call your bookkeeper directly, or stop by our office at 101 Sunflower Lane. Read more about why it matters where your bookkeeping is done.
You also get an independent set of eyes on your money. An outside team reviewing the books every month is an internal control most small businesses never build for themselves. See how to protect your business from bookkeeping fraud.
Whether you have a hundred transactions a month or a thousand, we scope the work to your volume and grow it as you do. And when you're ready for more, the same team can run your payroll, prepare your tax returns, and help you plan with a fractional CFO.
"After a bad experience with an in-house bookkeeper I found Small Business Services. Nothing to say but thank you. Easy to work with and knowledgeable." — Javier
Common questions
A bookkeeper records every dollar that comes into and goes out of your business, sorts it into the right category, and reconciles it to your bank and credit card statements. The result is a monthly profit and loss statement and balance sheet you can trust. Our recommendation: reconcile every month, not once a year, so mistakes surface while they're still easy to fix.
A bookkeeper records what happened and keeps the books accurate. A tax preparer uses those books to file your returns. A fractional CFO uses the same numbers to look ahead, with cash forecasts, budgets, and pricing. Most small businesses need a bookkeeper first, because the other two are only as good as the books underneath them.
We keep your books current every month. Transactions are recorded and categorized, every bank and credit card account is reconciled, and you receive your monthly financial reports, so you're never waiting until year-end to find out how the business did.
Yes. Catch-up and cleanup work is common for us. We bring the books current, fix transactions that were miscategorized, and reconcile every account, then keep them current from there. Building on the work you've already done is usually faster than starting over.
We work in your accounting software, or help you set it up if you don't have one yet. You keep ownership of your file and your data, and you can see your books at any time.
At minimum, a profit and loss statement and a balance sheet, reconciled to your bank and credit card statements. We can add reports like accounts receivable aging or budget vs. actual when they help you run the business.
The IRS generally has 3 years after you file to review a return, and 6 years if income was understated by more than 25%. Keep employment tax records for at least 4 years, and records for equipment and property until at least 3 years after you sell or dispose of it. Our recommendation: keep 7 years of books, bank statements, and receipts. That covers every common lookback period.
Texas charges a 6.25% state sales tax, and cities, counties, and special districts can add up to 2% more, for a combined rate of up to 8.25%. Most of San Antonio is at the full 8.25%. Returns go to the Texas Comptroller by the 20th of the month after each reporting period, on the monthly, quarterly, or yearly schedule the Comptroller assigns you, and you still file in a period when you owe nothing. We prepare and file them for you. Our advice: reconcile the tax you collected to your books before every filing, so you never pay it twice or come up short.
Yes. All of our bookkeeping is done in-house by our team in San Antonio. Your records are not sent overseas or to outside contractors, and access is limited to the people who work on your account.
Yes. When the same team handles your books and your payroll, wages and payroll taxes land in the right accounts and the filings match the numbers. Learn more about our San Antonio payroll services.
Yes. Hablamos español. You can work with our team in English or Spanish.
The next step
Tell us how your finances run today, even if the books are behind. Magaly will show you what handing off the bookkeeping looks like. The first consultation is free.
Magaly Weyrich, CAA · COO & Operations Manager
Small Business Services of San Antonio · 101 Business Center, 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español