Escalante Bookkeeping

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Professional Accounting Support in San Antonio

What is accounting support?

Accounting support means getting expert help with organizing, analyzing, and reporting your business financial information. We maintain accurate records, generate meaningful reports, and provide insights that help you make better business decisions.

Escalante Bookkeeping provides professional accounting support for San Antonio businesses without the high costs of CPA firms. We focus on practical accounting solutions that give you clear financial visibility and actionable business insights.

Why Choose Our Accounting Support?

Professional Quality: Get CPA-level accounting support without CPA-level fees.

Clear Financial Reporting: Understand your numbers with easy-to-read reports and explanations.

Business-Focused Insights: We translate accounting data into practical business guidance.

Local San Antonio Service: Personal attention from accounting professionals who understand your market.

Flexible Support Options: Choose from ongoing monthly support or project-based assistance.

Growth-Oriented Approach: Our accounting support scales with your business as you grow.

Our Accounting Support Services

General Ledger Management

What is a general ledger? A general ledger is the complete record of all financial transactions in your business. It’s the foundation of your accounting system and the source for all financial reports and analysis.

Why is general ledger management important? Your general ledger provides the complete financial picture of your business. Accurate ledger maintenance ensures reliable financial reports, proper tax preparation, and clear business performance tracking.

Our general ledger services:
  • Daily transaction recording and categorization
  • Monthly account reconciliation and balancing
  • Chart of accounts setup and maintenance
  • Transaction coding and classification
  • Error identification and correction
  • Audit trail maintenance and documentation
    • Review and post all business transactions
    • Verify transaction accuracy and proper coding
    • Reconcile subsidiary ledgers with general ledger
    • Prepare monthly trial balances
    • Investigate and resolve discrepancies
    • Generate detailed transaction reports
  • Accurate financial reporting and analysis
  • Simplified tax preparation and compliance
  • Better business decision-making information
  • Improved cash flow tracking and planning
  • Reduced errors and financial discrepancies
  • Professional-quality financial records
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Cash Flow Reporting

What is cash flow reporting? Cash flow reporting tracks money moving in and out of your business. It shows when you receive payments and when you pay expenses, helping you manage liquidity and plan for future needs.

Why do you need cash flow reports? Cash flow reports help you avoid cash shortages, plan for major expenses, and identify patterns in your business income and spending. Good cash flow management prevents financial crises and supports business growth.

Our cash flow reporting services:
  • Weekly cash position summaries
  • Monthly cash flow statements
  • 13-week cash flow projections
  • Seasonal trend analysis and planning
  • Cash conversion cycle reporting
  • Working capital analysis
  • Operating cash flow from daily business activities
  • Investing cash flow from equipment and asset purchases
  • Financing cash flow from loans and owner investments
  • Free cash flow available for growth and distributions
  • Cash flow forecasts for planning and budgeting
  • Identify peak and low cash periods
  • Optimize payment timing and collections
  • Plan for seasonal business fluctuations
  • Evaluate impact of growth on cash needs
  • Monitor cash conversion efficiency
  • Assess financing requirements and options
  • Prevent cash shortages and overdrafts
  • Improve vendor payment timing and relationships
  • Accelerate customer payment collections
  • Plan for equipment purchases and investments
  • Support loan applications with accurate data
  • Make informed decisions about business expansion

Business Insights (Non-CPA)

What are business insights? Business insights mean translating your accounting data into practical information you can use to improve your business. We analyze your numbers and explain what they mean for your operations, profitability, and growth.

How do we provide business insights? We review your financial data regularly and identify trends, opportunities, and potential problems. Our insights help you understand your business performance and make informed decisions about the future.

Financial performance analysis:
  • Profit and loss trend analysis
  • Revenue growth patterns and seasonality
  • Expense category analysis and optimization
  • Gross margin and profitability review
  • Break-even analysis and planning
  • Budget vs. actual performance comparison
  • Cost per unit or service analysis
  • Labor efficiency and productivity metrics
  • Vendor cost comparison and optimization
  • Customer profitability analysis
  • Service line or product performance review
  • Resource allocation and planning recommendations
  • Revenue opportunity identification
  • Market expansion financial planning
  • Investment return analysis and projections
  • Financing need assessment and planning
  • Risk assessment and mitigation strategies
  • Performance benchmark comparisons
  • Key performance indicator summaries
  • Trend analysis and explanations
  • Action item recommendations
  • Problem identification and solutions
  • Opportunity assessment and planning
  • Performance improvement suggestions
  • Practical recommendations you can implement
  • Clear explanations without accounting jargon
  • Focus on actionable business improvements
  • Regular monitoring and follow-up
  • Customized analysis for your industry
  • Experience-based guidance and suggestions
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Comprehensive Accounting Support Process

Monthly Accounting Cycle

Week 1: Transaction Processing
  • Collect and organize all financial documents
  • Record transactions in accounting system
  • Categorize expenses and income properly
  • Reconcile bank and credit card accounts
    • Prepare monthly financial statements
    • Generate cash flow reports and projections
    • Analyze performance trends and variances
    • Identify unusual transactions or issues
  • Prepare business insight reports
  • Schedule monthly review meetings
  • Discuss performance and opportunities
  • Develop action plans and recommendations
  • Update budgets and forecasts
  • Monitor action item progress
  • Prepare for next month’s activities
  • Address client questions and requests
A woman with dark hair, wearing a teal blazer over a striped shirt, is presenting in front of a large screen displaying "MAIN HUB FOR STATISTICS & DATA" and complex charts/tables. She is pointing at the screen with a pen and speaking. In the foreground, the backs of two people's heads are visible, indicating an audience. Lush green plants are visible on either side of the screen.
Two people are collaborating at a desk, reviewing documents and using laptops.

Quality Assurance Process

Accuracy verification:

  • Multi-level review of all transactions
  • Reconciliation of all accounts monthly
  • Error checking and correction procedures
  • Backup and security protocols

Reporting standards:

  • Consistent formatting and presentation
  • Clear explanations and commentary
  • Timely delivery and communication
  • Professional document preparation

Industry-Specific Accounting Support

Professional Services

Common accounting needs:

    • Time and billing integration
    • Project profitability analysis
    • Client payment tracking
    • Professional liability considerations

Specialized requirements:

    • Inventory tracking and valuation
    • Sales tax reporting and compliance
    • Seasonal trend analysis
    • Margin analysis by product line

Industry-specific support:

    • Job costing and project tracking
    • Progress billing and payments
    • Equipment depreciation and tracking
    • Contractor payment management

  • Medical practice accounting:

    • Insurance reimbursement tracking
    • Patient payment processing
    • Medical equipment depreciation
    • Compliance reporting requirements

Startup accounting needs:

    • Burn rate and runway calculations
    • Investor reporting requirements
    • Stock option and equity tracking
    • Growth metric analysis
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Accounting Software Integration

QuickBooks Support

QuickBooks services:

  • Initial setup and configuration
  • Chart of accounts customization
  • User training and support
  • Monthly maintenance and updates
  • Custom report development
  • Data backup and security

Software we support:

  • Xero accounting software
  • FreshBooks for service businesses
  • Wave accounting for small businesses
  • Sage 50 for established companies
  • Custom solutions for unique needs

Efficiency improvements:

  • Automated transaction recording
  • Real-time financial reporting
  • Streamlined reconciliation processes
  • Integrated payroll and tax reporting
  • Mobile access and remote capabilities

Getting Started with Accounting Support

Step 1: Accounting Assessment

What we evaluate:

  • Current accounting system and processes
  • Financial reporting needs and requirements
  • Business goals and growth plans
  • Compliance and regulatory requirements
  • Staff capabilities and training needs

Custom solutions:

  • Monthly service package design
  • Reporting schedule and format
  • Communication preferences and methods
  • Integration requirements and setup
  • Performance metrics and benchmarks

Implementation process:

  • Accounting software configuration
  • Chart of accounts optimization
  • Historical data import and cleanup
  • User access and permission setup
  • Training and documentation provision

Regular service delivery:

  • Monthly accounting cycle completion
  • Timely report preparation and delivery
  • Regular business review meetings
  • Continuous improvement and optimization
  • Responsive support and communication
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Accounting Support Pricing

Basic Accounting Package

Included services:

  • Monthly general ledger maintenance
  • Basic financial statement preparation
  • Cash flow reporting
  • Quarterly business insights
  • Email and phone support

Ideal for:

  • Small businesses with simple operations
  • Startups with limited transaction volume
  • Service businesses with straightforward needs

Enhanced services:

  • Weekly transaction processing
  • Detailed monthly reporting
  • Advanced cash flow analysis
  • Monthly business insight meetings
  • Priority support and response

Perfect for:

  • Growing businesses with increasing complexity
  • Companies needing regular financial guidance
  • Businesses preparing for expansion or financing

Comprehensive support:

  • Real-time transaction monitoring
  • Custom reporting and analysis
  • Weekly business insight updates
  • Strategic planning support
  • Dedicated account management

Designed for:

  • Established businesses with complex operations
  • Companies requiring detailed financial analysis
  • Organizations with multiple locations or divisions

Frequently Asked Questions

Bookkeeping focuses on recording transactions and maintaining records. Accounting includes analysis, reporting, and providing business insights based on financial data. We provide both services with emphasis on helping you understand and use your financial information.

Standard service includes monthly reports delivered within 10 business days after month-end. We can provide weekly or even daily reports for businesses that need more frequent updates. Report timing depends on when you provide source documents.

Yes, we work with QuickBooks, Xero, FreshBooks, Wave, and most popular accounting platforms. If you don’t have accounting software, we can recommend and set up the best solution for your business size and needs.

We prepare your books for tax season and work closely with your tax preparer. We provide organized records, detailed reports, and schedules that make tax preparation faster and more accurate. We don’t prepare tax returns but ensure your records are tax-ready.

We use encrypted software, secure data transmission, and strict access controls. All team members sign confidentiality agreements. We backup your data regularly and use two-factor authentication on all systems.

We specialize in cleaning up and catching up accounting records. Most cleanup projects take 2-6 weeks depending on complexity. We organize transactions, reconcile accounts, and establish ongoing systems to keep your books current.

Yes, explaining your numbers in plain language is a key part of our service. We provide written explanations with reports and schedule regular meetings to discuss your business performance and answer questions.

Business insights translate accounting data into actionable information. We identify trends, opportunities, and potential problems in your financial data. This helps you make informed decisions about pricing, expenses, hiring, expansion, and investments.

While we’re based in San Antonio, we can provide accounting support to businesses throughout Texas and beyond. Many accounting services can be delivered remotely with periodic meetings via phone or video.

We provide ongoing support via phone and email. Clients can contact us with questions anytime during business hours. We also offer emergency support for urgent accounting needs or time-sensitive decisions.

Most accounting support begins within 1-2 weeks of our initial meeting. Simple setups might start within 3-5 days. Complex situations requiring cleanup or system changes can take 2-3 weeks to fully implement.

Ready to get clear visibility into your business finances?

Contact Escalante Bookkeeping for Accounting Support

 San Antonio and surrounding areas including Stone Oak, Alamo Heights, The Dominion, and throughout South Texas.

Main Office

22014 Dolomite Dr, San Antonio, TX 78259

  • Monday-Friday: 8 AM – 6 PM
  • Monthly review meetings available
  • Emergency support for urgent needs
  • Remote and in-person service options

 Call for a free accounting assessment. We’ll review your current system, discuss your reporting needs, and show you how professional accounting support can improve your business decision-making and financial management.

(210) 405-7784

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