Bookkeeping services in San Marco

San Marco's business mix is unusually dense for a residential neighborhood: independent restaurants and cafés around the Square, boutiques and galleries, dental and medical practices, law and financial offices along Hendricks Avenue, and the professional firms on the Southbank. Each has a different bookkeeping profile. Restaurants need daily sales reconciled to POS and tip liabilities tracked. Practices need insurance deposits matched to patient receivables. Professional firms need trust accounting and retainer tracking done right.

We're in the neighborhood, so for clients who prefer it, we can pick up documents, sit down over a quarterly review, or walk through QuickBooks together at your office.

No. Most of our San Marco clients work with us entirely by email and QuickBooks Online and see us once or twice a year. In-person is an option, not a requirement. Either way you get the same CPA review every month.