What is CPA-Led Bookkeeping?

Monthly bookkeeping, reconciliations and financial statements done by our in-house team and reviewed by a CPA — so the numbers are reliable enough to make decisions with.

Can you clean up our existing QuickBooks file?

Yes. We review your records, correct account balances, fix reconciliations and set up a dependable monthly close.

What does year-round tax planning include?

Planning before year-end, major purchases, entity decisions and compensation changes — plus quarterly check-ins so there are no surprises at filing time.

What does CPA advisory include?

Ongoing financial review, cash-flow insight and strategic guidance without hiring a full-time financial executive.

Every service is a flat monthly rate agreed up front, so you never receive a surprise bill.

How often will we communicate?

It depends on your plan, but support runs throughout the year — not only in tax season. All calls and correspondence are with Edward Weidner, CPA.

San Antonio CPA for Texas Small Businesses

Weidner CPA provides CPA-led bookkeeping, tax preparation, proactive tax planning and business advisory for small businesses in San Antonio and throughout Texas. We connect your accounting records, financial reporting and tax decisions in an ongoing CPA relationship, so you can understand your numbers and plan throughout the year.

CPA-led bookkeeping and QuickBooks support

Our bookkeeping services include bank and credit card reconciliations, transaction coding, month-end close and financial reporting. We also help with QuickBooks Online setup and cleanup. If you already have a bookkeeper, CPA advisory services add CPA oversight and guidance to your existing accounting process.

Tax preparation and year-round tax planning

Current books make tax planning more useful. Our tax preparation and planning services help business owners review estimated taxes, entity decisions, owner compensation, deductions and equipment purchases before filing deadlines arrive. Strategies depend on your business facts and the applicable tax rules.

Financial guidance for business decisions

Our business advisory services connect financial reporting with cash flow analysis, budgeting and strategic CPA guidance. Explore our free business decision tools and tax calculators to compare scenarios, then discuss the results with your CPA.

Work with Weidner CPA

Based in San Antonio, we work with small businesses across Texas. Clients can meet virtually, in person or through a combination of both. Learn about Edward Weidner, CPA and our firm, review our monthly service plans, or book a free consultation to discuss your accounting needs.

Your San Antonio CPA team

We value helping business owners in San Antonio and across Texas. We know how much work goes into building a business, and we’re here to provide clear answers, practical guidance and ongoing support. Our goal is to build lasting relationships and help you make informed decisions throughout the year.

Edward Weidner, CPA — Tax planning and advisory. Edward focuses on tax preparation, proactive tax planning and CPA advisory. He helps business owners understand their tax obligations and plan ahead as their businesses grow. He is a Texas CPA and Certified QuickBooks Online ProAdvisor.

Elizabeth Weidner, CPA — Bookkeeping and financial reporting. Elizabeth focuses on the financial side of your business, including bookkeeping, reconciliations and financial reporting. She helps keep your financial information accurate and understandable so you can see how your business is performing and make confident decisions. She is a Texas CPA with a Master of Science in Accounting.

Meet Edward and Elizabeth and learn about our firm.

Client feedback

“Ed is simply the best. He’s always responsive and on the ball. He’s efficient and accurate.” — Barry Ranshi, April 2022.

“He's my go to accountant for all of my business and personal needs. Highly Recommended!” — Mike Springer, November 2025.

“Edward is wonderful to work with and he is always concise and timely in his work as well as advice.” — Chuck Kazim Ceylan, August 2026.

What happens after you contact us?

Start with a free consultation to discuss your business, current books and goals. We agree on the records needed for review, explain the proposed scope and monthly fee, and establish a plan for cleanup or ongoing support. Our monthly plans combine bookkeeping and tax preparation within the agreed scope. Catch-up work and additional services are discussed before work begins.

Accounting for construction, trades, and oil & gas

Explore our construction accounting support for builders, general contractors and remodelers; our trade services accounting support for HVAC, electrical, plumbing and other service businesses; and our oil and gas accounting support for Texas oilfield service businesses. Start with practical answers about job costs, equipment, loan balances and monthly financial reporting.