Monthly Bookkeeping
Transaction categorization, bank and credit card reconciliations, and clean monthly financial statements you can actually understand.
Bookkeeping · Payroll Processing · San Antonio, TX
I help small businesses — especially bars, restaurants and other hospitality businesses — keep accurate, up-to-date books, so you always know where your money is going and tax time is easy for you and your CPA.
What I Do
From monthly bookkeeping to year-end cleanup, I handle the numbers so nothing slips through the cracks.
Transaction categorization, bank and credit card reconciliations, and clean monthly financial statements you can actually understand.
Clean, reconciled year-end books and reports handed to your CPA or tax preparer, so filing is faster, smoother, and often less expensive.
Monthly reports, budgeting and cash-flow tracking that turn your numbers into clear decisions for growth.
Tips, POS reconciliation, inventory and vendor bills. I’ve managed a bar, so I know how money moves in restaurants and bars.
Payroll run accurately and on schedule through QuickBooks, with clean records your team and your CPA can rely on.
Behind on your books? I’ll get months (or years) of records organized and reconciled.
QuickBooks set up correctly from day one, with your chart of accounts, bank feeds and rules configured.
Contractor payments tracked all year, with 1099-NEC forms prepared and filed on time.
Sales tax tracked and reconciled every month, with returns filed on time so your business stays in good standing.
About Me
I’m a San Antonio native and a certified QuickBooks ProAdvisor who genuinely loves bringing order to numbers. Before bookkeeping, I spent years working at small, local hospitality businesses, including more than four years at a San Antonio bar where I worked my way up from barback to bar manager, handling cash, inventory, vendor orders and staff scheduling.
I know the day-to-day pressure owners are under, and I’m here to take the books off your plate. When you work with me, you work directly with me.


How It Works
Three simple steps to organized finances and peace of mind.
We talk through your business, your current setup, and what you need. No pressure, no obligation.
I recommend the right services and give you a clear, flat-rate quote — no surprise bills.
I keep your books current and reconciled, and I’m available whenever questions come up.
FAQ
I focus on bookkeeping. I don’t prepare income tax returns, but I keep your books clean, reconciled and organized all year, then give your CPA or tax preparer exactly what they need. That usually makes filing faster and less expensive.
Yes, it’s my specialty. I spent more than four years at a local bar, working my way up to bar manager, so I understand tips, POS systems, inventory, vendor bills and the cash flow swings that come with hospitality.
I’m based in San Antonio and happy to meet local clients in person, but bookkeeping works great remotely too, so I can help businesses anywhere in the U.S.
Pricing depends on the size and complexity of your books and the services you need. After a free consultation, I’ll give you a flat-rate quote so you always know what to expect.
I specialize in QuickBooks Online and I’m an Intuit-certified QuickBooks ProAdvisor. If you don’t have software yet, I’ll help you get set up the right way.
Absolutely. I’ll get everything reconciled and up to date, then keep it that way.
Get In Touch
Tell me a little about what you need and I’ll get back to you within one business day.