Expertise.com
2024

Last updated:

Best Bookkeeping Services in San Antonio

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored San Antonio Bookkeeping Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

317

Reviewed

196

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
San Antonio, TX
  • Business Taxes
  • Consulting
  • Audits
  • Individual Tax
  • Accounting

Why choose this provider?

For over 10 years, Dimov Tax Specialists has been providing accounting solutions in San Antonio. It works with business entities and individuals and its certified public accountants handle bookkeeping tasks, including financial statement preparation, transaction categorization, and quarterly income or sales tax processing. The full-service firm utilizes different online accounting platforms, such as QuickBooks, FreshBooks, Wave, and Xero. It also helps clients prevent disclosure penalties given by the International Revenue Service. The company has staff members who speak Russian, Chinese, and Bulgarian.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

San Antonio, TX

Why choose this provider?

Need help contacting a Bookkeeping Service in San Antonio? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
14603 Huebner Road, San Antonio, TX 78230

Why choose this provider?

Small Business Services of San Antonio, LLC, assists its clients in a wide range of areas, including bookkeeping in annual, quarterly, monthly, weekly, and daily terms. Its team also provides financial reporting and job costing services, and they coordinate with their customers' vendors and clients in handling accounts receivables and payables. In addition, Small Business Services of San Antonio's employees perform tax planning and preparation assistance. They strive to stay up-to-date on emerging industry technology and changing tax laws as well.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.1 / 5 (30)
Facebook
4.8 / 5 (23)
Yelp
2.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2208 San Pedro Avenue, San Antonio, TX 78212

Why choose this provider?

Richard J. Garcia CPA, PC, is a firm that provides a wide range of bookkeeping services in the San Antonio metro. The firm is led and owned by Richard Garcia, it offers support in multiple industries including construction, convenience store, motel, and retail businesses. The CPA firm offers estate planning and elder care for individual clients, while also providing small business accounting, payroll services, QuickBooks management, and tax planning services for commercial clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (101)
Facebook
4.7 / 5 (43)
Yelp
4.4 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
San Antonio, TX 78229

Why choose this provider?

Simply Services is an accounting firm in San Antonio, TX that provides high-quality business management, accounting, bookkeeping, and advising services at reasonable rates. It is staffed with well-trained and experienced bookkeepers perform bookkeeping services such as analyzing financial records, recording journal entries, financial statement preparation, and more. Simply Services also offers a free consultation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Website
508 West Rhapsody Drive, San Antonio, TX 78216

Why choose this provider?

Guerrero CPA is a San Antonio-based business that offers various services for independent professionals, executives, and business owners, such as bookkeeping which involves making records more organized and accessible. Additionally, the accounting firm offers QuickBooks assistance, covering setup, cleanup, and training. IRS representation, business valuation, bank financing, and cost segregation are some of the company's other services. Guerrero CPA is headed by Ed Guerrero, who holds numerous certifications, including Great Plains Certified Accounting Applications Specialist and QuickBooks ProAdvisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (131)
Facebook
4.9 / 5 (93)
Yelp
3.9 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
11153 Westwood Loop, San Antonio, TX 78253

Why choose this provider?

RJ Bookkeeping & Tax Services specializes in small business bookkeeping. Its San Antonio-based accounting office has been handling the day-to-day bookkeeping tasks of small- to medium-sized enterprises, including sole proprietors, neighborhood bakeries, and local design-build firms since 2000. As an outsourced bookkeeper, the company offers its services remotely or on-site based on the customer's schedule. The firm has certified QuickBooks ProAdvisors providing installation, setup, training, and support for clients and their accounting staff.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
5.0 / 5 (49)
Facebook
5.0 / 5 (5)
Yelp
3.7 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
San Antonio, TX 78216

Why choose this provider?

SBS Management, LLC is a business services provider in San Antonio, TX that is committed to providing its clients with world-class services and excellent customer service. This agency is staffed with knowledgeable and highly-trained bookkeepers who offer bookkeeping services such as preparing and recording journal entries, bank statement reconciliation, preparation of financial statements, and more. SBS Management, LLC also provides setup and installation of Quickbooks program as well as basic training.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)

Website
Converse, TX 78109

Why choose this provider?

KL&E Bookkeeping and Tax Service is a team of professional bookkeepers and tax specialists in Converse, TX that specializes in small business accounting and income taxation. It has been serving both individuals and businesses in the community for over 35 years, providing high-quality services such as bookkeeping, preparation of monthly financial statements, sales tax reports, electronic filings, and more. KL&E Bookkeeping and Tax Service is registered with the Better Business Bureau.

Website
2023 Lockhill Selma Road, San Antonio, TX 78213

Why choose this provider?

Mendoza & Associates LLC is a bookkeeping and tax services firm that caters to the San Antonio metro. The firm handles the finances of both professional individuals and enterprises in the local area. Mendoza & Associates prepares and plans taxes for its clientele, as well as providing advice in tax problem scenarios. The firm also provides small business accounting, part-time CFO services, payroll management, QuickBooks set-up and training, and personal financial training for individuals and families.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (82)
Facebook
5.0 / 5 (5)

Website
San Antonio, TX 78213

Why choose this provider?

Mark B. Lackie, PC is a reliable accounting firm in San Antonio, TX that provides high-quality and personalized financial guidance and services to both local individuals and businesses in the community. Its team of bookkeepers offers timely and cost-effective bookkeeping services, ranging from analyzing journal entries to preparing financial statements. Mark B. Lackie, PC has been featured in the San Antonio Business Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
San Antonio, TX 78228

Why choose this provider?

Debra R. Quintanilla, CPA is a full-service accounting firm in San Antonio, TX that specializes in basic tax management and accounting services as well as financial statements and services. It was founded in 1999 and has since provided bookkeeping, QuickBooks implementation and support, IRS representation, cash flow and budgeting analysis, and more. The agency's experienced bookkeepers also handle bookkeeping and write-up services. Debra R. Quintanilla, CPA is committed to providing its clients with professional and personalized services at reasonable rates.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Cibolo, TX 78108

Why choose this provider?

Glory Financial Services is an outsource bookkeeping firm that serves small businesses in San Antonio, TX and surrounding communities. It is composed of certified public accountants and bookkeepers who are knowledgeable in handling services such as bookkeeping, payroll processing, bank reconciliations, preparation of financial statements, accounting software installation and training, and more. Glory Financial Services also offers a free estimate.

Website
Boerne, TX 78006

Why choose this provider?

Suzann M. Woodward, CPA is a Boerne-based accounting firm composed of experienced professionals who provide accounting, tax, and bookkeeping services. The bookkeepers in this firm are knowledgeable in handling bookkeeping services as well as payroll processing. Services also include tax preparation and planning, financial and cost management, business organization, and QuickBooks consulting. Suzann M. Woodward, CPA is registered with the American Institute of CPAs and Boerne Chamber of Commerce.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Boerne, TX 78006

Why choose this provider?

Affordable & Reliable Bookkeeping, LLC is an accounting firm in Boerne, TX that has been providing bookkeeping services for both individuals and business owners for over nine years. Its team of experienced and reliable bookkeepers handles bookkeeping services from analyzation to preparation of financial statements. Affordable & Reliable Bookkeeping, LLC is committed to providing its clients with high-quality services at affordable rates.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.