CPA-Led Bookkeeping for San Antonio & Texas Businesses

Weidner CPA connects monthly bookkeeping, financial statement review, QuickBooks support, and year-round tax planning. Here are practical answers to two questions to discuss before starting an accounting engagement.

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What does QuickBooks Clean-up include?

QuickBooks cleanup means reviewing and correcting an existing accounting file so records support its balances and reports. Catch-up bookkeeping brings missing periods up to date. A project may need both.

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Our review can include bank and credit card reconciliations, duplicate or missing transactions, uncategorized activity, customer and vendor balances, payroll entries, loans, equipment, and owner transactions. We review the balance sheet and the profit and loss statement; a bank feed alone does not prove the books are complete.

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What to prepare: Gather statements for every business bank and credit card account for the affected months, the last completed reconciliations, prior financial statements and tax returns, payroll summaries, loan statements, equipment purchase documents, and a list of known issues. Arrange accountant access to QuickBooks through its invitation process.

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Illustrative example: A business has six months of downloaded bank activity but no completed reconciliations. The review finds a credit card payment recorded as an expense even though the card purchases were already entered. Correcting the payment classification avoids counting those expenses twice. The bank and card accounts still need to be reconciled to their statements before the reports can be relied on.

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The scope, fee, and timeline depend on the periods involved, available records, and issues found. We discuss those details before work begins. Intuit provides official guidance on reconciling accounts and checking an opening balance.

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How much does monthly bookkeeping cost?

Weidner CPA’s flat monthly packages start at $500 and include CPA-led bookkeeping and tax preparation within the agreed scope. Pricing increases with business complexity, transaction volume, entities and reporting needs.

Your quote depends on transaction volume, the number of accounts and entities, the condition of the books, reporting needs, and included services. Review our current pricing and plans for details.

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A useful comparison looks at the full scope: transaction coding, reconciliations, monthly close, financial statements, CPA review, tax planning, and which tax returns are included. Confirm how your proposal handles any initial cleanup, payroll support, and QuickBooks subscription.

 

Illustrative comparison: A service business with one bank account and one card has different needs from a business with several locations, inventory, payroll, and multiple loans. Monthly revenue alone does not determine the bookkeeping work or the fee.

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Already have a bookkeeper? Explore CPA advisory support. Ready to discuss your books? Book a free consultation or get started online.

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Published by Weidner CPA. Firm principal: Edward Weidner, CPA. Updated October 3, 2026. Examples are hypothetical and do not describe a specific client.