Welcome to Walletkeeping Bookkeeping!

Bookkeeping made easy for small business owners in New Braunfels, San Antonio and Central Texas. We help small business owners save upwards of $3000 a year.

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Walletkeeping Bookkeeping Service in New Braunfels, TX

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.

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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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START YOUR BUSINESS RIGHT!

Business Formation and Foundations Package

LLC Entity Setup

We handle the formation process on your behalf so you can focus on building your business.

You’ll receive:

• Completion and filing of your LLC formation
• One full year of registered agent service included
• All official formation documents delivered in an organized digital folder

QuickBooks Online Setup

This includes:

• New QuickBooks Online account setup or review of your existing account
• A custom Chart of Accounts tailored to your industry and services
• Company settings configured using best practices
• Bank feed connections and basic automation setup
• Guidance on entering opening balances if applicable

Business Foundations Consultation

Our guided consultation is designed to help you optimize your business and create a roadmap for you moving forward.

  • Understanding your business structure
  • How money flows through your business
  • Basic compliance expectations
  • What to track and why it matters

$1,500 one-time fee

*Payment Plans available.

Who This Is For

This package is perfect if:

• You’re forming your first LLC
• You want your financial systems set up correctly from the beginning
• You prefer guidance over guesswork
• You want to understand your numbers, not just outsource them

If you’ve been putting off starting because it feels overwhelming, this is your next right step.

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

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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