Weidner CPA provides full-cycle accounting services for business owners.

At Weidner CPA, we believe in ongoing partnership, not just year-end paperwork.

We organize your financial records, meet with you monthly to analyze your financial statements, and optimize your tax strategy throughout the year—so you can make confident decisions with clear, accurate insight.

When Weidner CPA oversees and prepares your books monthly, tax planning becomes seamless. You’ll have fewer surprises, greater clarity, and the confidence that your business is on the right financial path.

Our services include:

Monthly Accounting and Bookkeeping - Stay organized, informed, and confident year-round.
Tax Planning and Preparation - Reduce stress, stay compliant, and align your tax strategy with your goals.
Financial Advisory and Analysis- Understand your numbers, uncover opportunities, and make smarter decisions.

Each month, we walk you through what happened, why it happened, and what to do next—so you have clarity, confidence, and an action plan for your business.

Services

Sales Tax Filing
Inventory Tax
Transaction Coding
Profit & Loss / Balance Sheet / Cash Flow and Custom Statements
Financial Statement Review
Bank/Credit Card Reconciliations
Loan Amortization Schedules
Variance Analysis
Month-End Close
LLC Formation

When are you ready to outsource your accounting?

Businesses led by owners who need bookkeeping services to ensure compliance.
Financial advisory services to improve financial understanding.
Guidance on categorizing transactions and effectively using accounting software.
Business owners who would benefit from focusing on their company's operations.
Real professional services from a team that cares.

Learn More

Business & Personal Taxes

Business, S‑Corp & Partnership Filings
Franchise & Property Tax
Sales Tax Filings
Texas SoS Reinstatement
Payroll Monthly and Quarterly Tax Filings
One Big Beautiful Bill Act Tax Change Guidance
Quarterly Tax Planning Check‑Ins

How can regular reviews of my monthly financial statements help me develop an effective tax strategy?

Penalties & interest for late/underpaid taxes (federal and state).
Overpaying tax by missing deductions/credits (e.g., retirement, R&D, vehicle/equipment, home office).
Wrong entity costs (excess self-employment tax or “reasonable comp” issues for S corps).
State & Local Exposure (sales/use tax, payroll, city taxes) that snowball if ignored.
Messy audits/notices due to weak documentation or mismatched payroll, 1099s, or sales tax.
Lost financing opportunities if books, returns, and KPIs aren’t lender-ready.

Regular, accurate bookkeeping reviews give you the insights you need to understand and grow your business.

Monthly Review of Completed Financial Statements
Entity Selection, Restructuring, and Exit Planning
Cash Flow Modeling
Budgeting and Projections
Lender-Ready Reports
Custom Reports for Multiple Investors in a Business
Gross Profit Analysis
Tax Planning and Optimization throughout the year

How does CPA-led bookkeeping benefit my business?

See issues early. Monthly closes flag margin leaks, rising costs, or slow collections.
Control cash. You’ll know your cash runway, upcoming obligations, and when to pull (or pause) levers.
Decide faster. Clear, current numbers turn gut feelings into confident hiring, pricing, and investment calls.
Create accountability. A monthly review turns data into actions—and actions into results.

We value every client relationship and build lasting partnerships that support long-term financial success.

Fixed Monthly Pricing
CPA-led Monthly Financial Reviews to stay in compliance
Over 15+ Years of Public Accounting Experience
5-Star Client Reviews 2025

Empower your business decisions with financial insight. Discover how Weidner CPA’s comprehensive financial analysis and accounting services can help you drive growth and profitability—schedule a free consultation today.

Book Free Consultation

Industries We Serve

Bookkeeping, accounting, and tax services tailored for your business, powered by a responsive team based in San Antonio, Texas.

Specialized Expertise

Our team helps you stay organized, compliant, and confident—so you can focus on running your business while we handle the numbers. We bring specialized expertise to bookkeeping, accounting, and taxes in the following industries.

Construction & Contractors

Job costing, WIP reporting, payroll, and tax planning.

Pawn Shops

Inventory Accounting, Compliance Tracking, and Cash Flow Control

Restaurants

POS integration, COGS tracking, and tip reporting.

Hospitality

Revenue tracking, payroll, and property-level reporting.

Professional Services

Advisory, S-Corp strategy, and performance reporting.

Startups

Entity setup, forecasting, and investor-ready books.

Short-Term Rental Management

Bookkeeping, Occupancy Tax Compliance, and multi-property reporting

Trade & Field Services

Invoicing, expense tracking, and project-based accounting.

Small Business Owners

Bookkeeping, payroll, tax filing and growth advisory.