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Bookkeeping & Payroll

Accurate books. On‑time payroll. Zero sales tax panic.

Your day-to-day finances handled by a concierge team who knows Texas rules and small‑business realities.
Through our sister company Small Business Services of San Antonio,  we bring over 20 years experience supporting entrepreneurs.

Bookkeeping & Payroll

What’s Included

  • Monthly/weekly bookkeeping (bank/credit card reconciliations, loan schedules)

  • Clean chart of accounts + catch‑up/cleanup

  • AR/AP management and invoice posting

  • Payroll setup & processing (direct deposit, new hire reporting, W‑2s/1099s)

  • Sales tax registration, rate checks, returns, and payments

  • Monthly financials: P&L, balance sheet, cash flow highlights

  • QuickBooks/Cloud accounting setup, app integrations


Outcomes You’ll See

  • Real‑time numbers you can trust

  • No late fees or payroll penalties

  • Clear visibility into margins and cash


Our Process

  1. Diagnostic: Review books, tools, deadlines

  2. Clean & Set: Fix accounts, standardize categorizations, set payroll cadence

  3. Run & Report: Monthly close, compliance, and insights

  4. Quarterly Review: Trends, KPIs, recommended adjustments

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FAQs

  • Bookkeeping services involve recording and managing your business’s financial transactions, such as income, expenses, and reconciliations. Payroll services handle employee compensation, tax withholdings, and compliance with payroll regulations.

  • Small businesses, startups, and growing companies that need accurate financial records and streamlined payroll processes can benefit. Our services save time and ensure compliance for business owners and managers.

  • We handle account reconciliation, expense tracking, financial reporting, accounts payable/receivable, general ledger maintenance, and preparation of financial statements.

  • Our payroll services include calculating employee wages, managing tax withholdings, issuing paychecks or direct deposits, filing payroll taxes, and ensuring compliance with federal and state regulations.

  • We use industry-standard software and perform regular audits to ensure accuracy. Our team is trained to catch discrepancies and maintain precise records, reducing errors in financial reporting and payroll.

  • Yes, we work with popular accounting platforms like QuickBooks, Xero, and others. We can integrate with your existing systems or recommend tools to streamline your bookkeeping and payroll processes.

  • Bookkeeping can be done daily, weekly, or monthly, depending on your business needs. Payroll is typically processed bi-weekly or monthly, aligned with your pay schedule.

  • Costs depend on the volume of transactions, number of employees, and complexity of your needs. Contact us for a customized quote.

  • Yes, we prepare and file year-end forms such as W-2s and 1099s, ensuring compliance with IRS and state requirements, and provide support for any payroll-related tax questions.

Book a Free Consultation today ---  (210) 884-5067    info@sbsofsa.com

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