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San Antonio, TX, US
CB, CBP +1 more
Sara Villanueva Ortiz
Relay Certified
Remote Services
About

Sara here, founder of Walletkeeping, a San Antonio, TX based bookkeeping firm. I am your go-to gal when it comes to managing your books on QuickBooks and helping you get up to date with a cleanup (if you have put off your bookkeeping for a while).

I love helping clients who:

-Run nonprofits. Nonprofits are very complicated industries, especially when you receive state or federal funding as you have to report where funds are spent. I can help you navigate those complicated reports and set up your QuickBooks accordingly.

-Use POS Systems such as Square. There is only so much you can do on your accounting system so if you have a POS system, sometimes connecting it to your accounting system is difficult. I help you make sense of everything.

-Just want to understand their numbers! I love sitting down with you and making sure that you actually understand your financial statements and get clear on your financial goals.

Services Offered
Book cleanup
Bookkeeping
Business budgeting
Payroll
Software and Platforms
Certificates
Certified Bookkeeper
Certified Bookkeeping Professional
Certified Professional Bookkeeper
Industries Served
Healthcare
Information technology
Not-for-profit
Professional services
Retail
Please note that Relay does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different, and you should take the time to evaluate the partners before selecting one.
Get in touch!