Smart Bookkeeping Services in San Antonio

Helping small businesses grow through smart bookkeeping, tax filing support, and financial organization — without the CPA price tag.

About Escalante Bookkeeping

Escalante Bookkeeping is a locally owned business offering expert bookkeeping and financial support services for San Antonio entrepreneurs, startups, and established companies. Founded by Humberto Escalante, we provide accurate, dependable solutions tailored to your unique business needs — without the complexity of dealing with a large firm or CPA office.

Why Choose Us?

We focus on helping local San Antonio businesses stay organized, compliant, and ready for growth — all with personalized service and transparent pricing.

Our Bookkeeping and Support Services

We help simplify your finances with:

Smart Bookkeeping Services

Transaction categorization
Track income & expenses
Bank and credit card reconciliations
Accounts payable and receivable tracking
General ledger maintenance
Financial reporting and statement generation
Cash flow summaries
Budget and forecasting assistance
Data entry into accounting platforms (QuickBooks, Xero, etc.)
Chart of accounts setup and maintenance
QuickBooks setup and support

Payroll Services

Payroll processing and employee payment setup with same-day direct deposit.
Manage timesheets and PTO
Preparation of payroll summaries and reports
Contractor payment support (preparation and E-file unlimited 1099s)
Employee onboarding documents (not including legal drafting)

NOTE:

Escalante Bookkeeping provides compliant payroll processing using QuickBooks Payroll, a platform designed to meet all federal and state payroll tax requirements. Through this system, clients maintain control and authorize all payroll tax filings and payments, ensuring timely and accurate reporting in accordance with IRS standards.

Business Management Support

Business diagnosis and strategy
Marketing plan and growth strategy
Sales development
Budget development and expense monitoring
Cash flow tracking and analysis
Vendor and client communication on operational matters
Business dashboard/reporting set-up
Software integration and workflow improvement
Internal process documentation and SOP creation
Executive assistance (scheduling, coordination, admin support)

Business Formation Support (Non-Legal)

Assist clients with preparing documents to file LLCs or DBAs
Provide links and instructions to file with the Texas Secretary of State
File online on behalf of clients with their authorization and personal information
Apply for EINs using the IRS portal as a third-party designee

Bookkeeping Frequently Asked Questions

What is smart bookkeeping?

Smart bookkeeping refers to the use of cloud-based software, automation, and real-time data to manage financial records more efficiently. It helps business owners get faster insights, reduce manual errors, and stay up-to-date on their finances without piles of paperwork.

How does smart bookkeeping differ from traditional bookkeeping?

Unlike traditional bookkeeping, which relies heavily on manual data entry and paper-based processes, smart bookkeeping uses tools like QuickBooks Online, bank integrations, and automated categorization to streamline the entire workflow. It’s faster, more accurate, and provides on-demand access to your financial data—ideal for busy business owners.

Do I need a CPA to manage my books?

No. A bookkeeper like Escalante Bookkeeping can handle your day-to-day financial organization, reporting, and tax preparation support. We work with CPAs if you need one for filing or auditing.

What software do you use?

We use QuickBooks and other industry-standard tools to ensure your books are accurate, accessible, and easy to review.

Can you help if I’m behind on bookkeeping?

Yes! We specialize in clean-up services and getting your financials back on track.

Is Escalante Book Keeping licensed?

We are not a CPA firm but are experienced and trained in bookkeeping, accounting support, and business finance management.

Do you offer in-person or remote services?

Both! We work with San Antonio businesses in person and remotely, depending on your preference.

Contact Us

Get in Touch with Us!