What you get with Weidner CPA Bookkeeping
Reliable numbers and a responsive CPA.
We combine accounting oversight and bookkeeping best practices to ensure your financials are tax-ready all year.
Monthly Bookkeeping
Bank/credit card reconciliations, categorization, and adjusting entries.
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Accrual or cash basis
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Custom chart of accounts
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Class & location tracking
Payroll & Sales Tax
Simple, compliant, and on schedule. We’ll coordinate filings so deadlines aren’t stressful.
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Payroll setup & processing
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Quarterly/annual filings
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Texas sales & franchise tax support
Texas Industry‑Savvy
We understand the nuances of Texas Businesses​
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Franchise Tax
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SoS Reinstatement
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Public Information Report
Cleanups & Catch‑Up
Behind a few months—or years? We’ll clean historical data and get you current fast.
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P&L and balance sheet cleanups
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Vendor & customer reconciliations
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Sales tax & payroll tie‑outs
Monthly & Quarterly Reviews
CPA review and actionable insights—not just reports.
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Cash flow and margin analysis
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Tax planning checkpoints
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KPI dashboards for your industry
Simple Pricing
Flat monthly plans based on transaction volume and complexity. No hourly surprises.
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Clear scope & deliverables
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Cancel anytime
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Bundle bookkeeping + Tax for savings
How it works
Consultation call to learn about your business goals, systems and deadlines.
Clean & Configure - we set up your files, connect feeds and clean historical data
Monthly Close-we categorize, reconcile and deliver timely and useful reports
Review & Advisory - monthly financial review and advisory call that provides ongoing guidance to keep you on track
Bookkeeping Service FAQ
How do monthly plans work?
Plans are based on transaction volume and complexity. After a quick call and file review, we’ll recommend the right plan with a fixed monthly fee and clear scope. Estimated pricing plans are available on the Pricing and Plans page.
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Can you help if my books are a mess?
Absolutely. We specialize in cleanups and catch‑up work—then we put a simple process in place to keep you current.
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Do you work with my tax preparer?
Yes. If we’re not already your tax team, we collaborate with your CPA to deliver accurate, tax‑ready financials.
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Do you replace an in‑house bookkeeper?
Sometimes. Many clients replace part‑time in‑house roles with our team for more consistency and CPA oversight.
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Ready for reliable, tax-ready financials?
Schedule a free consultation, and we’ll outline a clear 90-day plan.
