Welcome to Walletkeeping Bookkeeping!

Bookkeeping support for service business owners and nonprofits. Serving you virtually from New Braunfels, TX.

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Sara Villanueva Ortiz – Founder of Walletkeeping

Discover Our Story

About Us

Hi, I’m Sara, the bookkeeper behind Walletkeeping and your number one cheerleader in business! I started this service when I noticed how much of a difficult time small businesses have when it comes to navigating the world of finance. I know how hard you work, and I believe your time is best spent building your dream, not stressing over your Quickbooks bank feeds…

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Walletkeeping Services

Quickbooks Bookkeeping​

Our goal is to maximize the profitability of your business by providing first-class financial services tailored to your industry and specific business needs.

Starting at $250/month

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Payroll​

Payroll processing, tax withholding, assorted other withholdings.
Our emphasis is punctuality, accuracy, and adaptability to continuously changing tax laws.

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Quickbooks Cleanup and Setup

Training and guided initial setup in QuickBooks. Retroactive bookkeeping service performed for previous months or even years.

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AP and AR

Invoicing, follow-up, bill processing, and payment scheduling that improve cash flow and vendor relationships.

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Business Formation Services

Texas LLC formation with EIN, operating agreement, and first-year registered agent service entrepreneurs.

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Outsourced Business Manager

Beyond financials, I help your business become streamlined through workflows and operational support

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MONTHLY BOOKKEEPING:
Find Your Service Tier

Our pricing is never based on your income, it is based on the level of service required!

$250/mo

STARTER

For solopreneurs and brand‑new businesses

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Up to 50 Bank Transactions
Up to 2 Bank or credit card accounts
1 Loan/ mortgage

$450/mo

STANDARD

For growing service or product businesses

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Up to 150 Bank Transactions
Up to 3 Bank or credit card accounts
2 Loan/ mortgages

$600/mo

PRO

For businesses with more activity

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Up to 300 Bank Transactions
Up to 4 Bank or credit card accounts
3 Loan/ mortgages

$800/mo

ADVANCED

For teams with higher volume and more moving parts

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Up to 450 Bank Transactions
Up to 6 Bank or credit card accounts
4 Loan/ mortgages

Are You Just Starting Your Business?

Business Formation and Foundations Package

Start your business the right way without second-guessing!

LLC Formation Service

All official formation documents delivered in an organized digital folder.

New Business Consultation

Designed to help you optimize your business and create a roadmap for you.

QuickBooks Online Setup

Assistance with a custom chart of accounts and QuickBooks setup unique to your business.

QuickBooks Training

Whether you choose to DIY or continue working with a professional, this training teaches you to use QuickBooks features.

New Business Package

Get started with a 20% deposit!

$1500

Completion and filing of your LLC formation
One full year of registered agent service included
White Glove QuickBooks Setup
Custom Chart of Accounts on QuickBooks
Basice Compliance expectations
CRM or POS system integrations
First-year busines owner checklist
6-month check-in

* LLC state filing fees not included. Quickbooks subscription fee not included.

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Why Walletkeeping?

Walletkeeping is Better Business Bureau Accredited! Check out our profile here.

I stay up to date with my QuickBooks Proadvisor certifications to ensure that I am keeping up to date with all the Quickbooks updates to better manage your books. Check out all my badges.

Get the expert bookkeeping assistance you need today!

Book a free strategy session.

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Walletkeeping LLC BBB Business Review