MONTHLY BOOKKEEPING
Monthly Bookkeeping for San Antonio Small Businesses
Reconciled accounts and clear monthly reports in QuickBooks Online, led by a CPA and former IRS Revenue Agent who also prepares business tax returns. Jessica Gonzalez, CPA works with San Antonio service businesses, real estate agents, and S corporation owners. Secure virtual service is available.
Starting at $500/month See pricing details
- Former IRS Revenue Agent
- Texas-licensed CPA
- QuickBooks ProAdvisor
- Rated 5.0 on Google
- English and Spanish
RELIABLE BOOKS THROUGHOUT THE YEAR
Are You Running Your Business, or Running Your Books?
And if no one’s running them, will you be ready at tax time?
Doing your own bookkeeping takes hours you could spend on clients. Letting it slide leaves gaps that show up at tax time. Jessica keeps books current every month for businesses in Stone Oak, Sonterra, Bulverde, and across North San Antonio, with the eye of a former IRS Revenue Agent.
CORE MONTHLY SERVICE
What’s Included in Monthly Bookkeeping
Your written proposal confirms the exact accounts, reports, and monthly timing for your business.
- Bank and credit card reconciliations every month
- Books closed by the 15th of the following month
- Transaction categorization and review
- Books maintained in your QuickBooks Online file
- Monthly profit and loss statement
- Monthly balance sheet
- Organized year-end records for tax preparation
- Answers to routine bookkeeping questions
- Secure document exchange through SmartVault
MONTHLY BOOKKEEPING
Monthly Bookkeeping Starts at $500 per Month
Starting at $500 per month
After a short review of your current books, accounts, and monthly transaction volume, Jessica quotes a fixed monthly fee, so you know the cost before work begins.
Want your business tax return handled too? Jessica can quote bookkeeping and tax preparation together. Tax preparation is priced separately from the $500 starting fee.
What Affects Your Quote
Your fixed monthly fee depends on:
- Number of bank and credit card accounts
- Monthly transaction volume
- Current condition of the books
- Reporting and support needs
- Number of business entities
Quoted separately: catch-up or cleanup, payroll and payroll tax filings, sales tax filings, and specialized reporting.
BEFORE YOUR FIT CALL
See What Shapes Your Bookkeeping Quote
Six quick questions show which parts of your situation affect the monthly fee and whether catch-up work comes first.
Bookkeeping Quote Checker
Answer six quick questions to see where you stand before your fit call. Monthly bookkeeping starts at $500 per month.
This tool does not produce a price. Jessica reviews your accounts and records on a free 15-minute call and then quotes a fixed monthly fee in writing. Month to month; cancel any time.
Book a 15-minute fit callWant Jessica to Look at Your Answers?
Send your answers and Jessica will follow up with a quote range or a quick call, whichever you prefer. There is no obligation.
Your answers are sent with the form so Jessica can see what you entered. Please do not include confidential information. See our Privacy Policy. Prefer to talk now? Book a 15-minute fit call or call (210) 441-1293.
CATCH-UP AND CLEANUP
Behind on Your Books?
Months behind, or working from a QuickBooks file that no longer matches the bank? That is common, especially after forming an LLC or S corporation. Jessica can bring past months current and clean up your QuickBooks Online file before monthly bookkeeping begins. Catch-up work is quoted separately from the monthly fee.
Still using QuickBooks Self-Employed or spreadsheets? Moving you to QuickBooks Online can be quoted as part of setup.
What Clients Say
Jessica is rated 5.0 on Google. These reviews are shown as written; you can read every review on her Google Business Profile.
5 out of 5 stars
“Found Jessica online, and so glad I did. She’s really supported my small business, even helping me transition from an LLC to an S-Corp. She’s always communicative and professional, and gives so much more of a personable experience than large firms. She has vast knowledge and even worked for the IRS. She knows her stuff. Highly recommend.”
Cat T. · Google review
5 out of 5 stars
“My taxes were a bit of mess when I found Jessica. Since working with her, I’ve felt so confident about how everything is structured now. I have an LLC S-corp so it’s not a easy task to get it straightened out but she managed it with ease. I can’t recommend her enough!”
Brayan H. · Google review
5 out of 5 stars
“I highly recommend Jessica if you’re looking for a CPA. I went into the process with zero knowledge about taxes, and she made everything feel manageable. She’s incredibly helpful, patient, and knowledgeable, and you can tell she genuinely cares about doing things the right way for her clients. She really takes pride in her work and makes sure you’re set up in the best way possible.”
Aleena L. · Google review
WHO WE WORK BEST WITH
Would Monthly Bookkeeping Help Your Business?
This service is for owners who want usable monthly reports, timely reconciliations, and fewer surprises when preparing for taxes.
Self-Employed Professionals
A good fit for consultants, independent professionals, and sole proprietors whose business activity has grown beyond occasional spreadsheet tracking.
Real Estate Agents and Professionals
Monthly bookkeeping can help organize commissions, business expenses, contractor payments, and the records needed for estimated taxes and year-end filing.
Service-Based Businesses
Designed for contractors, professional practices, agencies, salons, and other service firms that need reconciled accounts and usable financial statements each month.
S Corporation and Partnership Owners
Recurring bookkeeping helps keep entity activity organized for tax returns, owner payments, K-1 reporting, and planning discussions during the year.
Owners Who Want Year-Round Coordination
A strong fit for owners who prefer ongoing communication and a defined monthly process instead of waiting until filing season to address bookkeeping questions.
A CLEAR START BEFORE WORK BEGINS
How the Engagement Begins
Book a Fit Call
Start with a complimentary 15-minute call. Share how many bank and credit card accounts you have, roughly how many transactions you run each month, and whether your books are current. Keep it general; no account numbers or tax documents yet.
Share Requested Information Securely
If it looks like a fit, Jessica will request the recent statements or reports needed to define the work. Use SmartVault for anything sensitive.
Receive a Written Proposal
You receive a fixed monthly fee and a written scope listing the accounts, reports, and timing included.
Begin the Accepted Work
Once you accept, you receive a short document request and onboarding steps, and work begins on the agreed schedule.
Your CPA: Jessica Gonzalez
Jessica is a Texas-licensed CPA and former IRS Revenue Agent with public accounting experience. She leads every bookkeeping engagement. Other qualified team members may help with defined tasks, while Jessica stays involved as described in your engagement.
Monthly Bookkeeping Questions
Which Accounting Software Do You Use?
Jessica keeps client books in QuickBooks Online. If you are on QuickBooks Self-Employed or spreadsheets, moving you to QuickBooks Online can be quoted as part of setup. For other systems, ask on the fit call.
How Much Does Monthly Bookkeeping Cost?
Monthly bookkeeping starts at $500 per month. After reviewing your accounts, transaction volume, and the condition of your books, Jessica quotes a fixed monthly fee before work begins. See the pricing page for other services.
What If My Books Are Behind?
Catch-up and cleanup work is quoted separately from the monthly fee. Jessica brings past months current first, and monthly bookkeeping continues from there.
When Are My Books Closed Each Month?
Every month, by the 15th of the following month. Your profit and loss statement and balance sheet follow the close.
Do I Need My Own QuickBooks Online Subscription?
Yes. The books are yours: you keep your own QuickBooks Online subscription and give Jessica access. If you leave, the file stays with you.
Is There a Contract?
No. Monthly bookkeeping is month to month, and you can cancel at any time by email. Cancellation takes effect at the end of the month in which notice is received; that month is billed in full, and Jessica completes the close for the last month worked. Catch-up work already under way is billed for work completed.
Is Tax Preparation Included?
No. Tax return preparation is priced separately from the $500 starting fee. Individual returns start at $500, and returns with a Schedule C start at $1,200. Jessica can quote both services together.
Will I Work Directly With Jessica?
Yes. Jessica leads every bookkeeping engagement. Other qualified team members may help with defined tasks, while Jessica stays involved as described in your engagement.
How Do I Send Documents Securely?
Through SmartVault, the firm’s secure client portal. Please do not send bank statements, tax returns, or Social Security numbers by regular email or through the website form.
Does the Fit Call Cost Anything?
No. The 15-minute fit call is complimentary. Nothing is billed until you accept a written engagement.
READY TO TALK
Start With a 15-Minute Fit Call
Tell Jessica what you need and when you need it. The complimentary 15-minute call helps determine whether the work fits the firm’s services and schedule. If it does, Jessica will explain the secure next step and prepare a written proposal.
Please do not send tax returns, Social Security numbers, employer identification numbers, bank statements, payroll records, IRS notices, or other confidential documents through the public website form or regular email.