Welcome to the blog! I’m Sara Villanueva Ortiz, founder of Walletkeeping. I run a virtual bookkeeping business based in San Antonio, TX. If you’re a small business owner in Bexar County who’s trying to figure out how to get your finances in order (or even where to start), you’re in the right place.
Starting a business is exciting, but let’s be honest, keeping up with the books often gets pushed to the bottom of the to-do list. However, your finances are the building blocks of your business and need your attention. That’s where I can absolutely help!
Why I Started Walletkeeping
I started Walletkeeping to solve a very real problem I kept seeing again and again: incredible entrepreneurs who are great at what they do… but struggling behind the scenes when it comes to money management.
The truth is, bookkeeping isn’t just about staying “organized.” It’s the foundation of a financially healthy business. When your books are clean, up-to-date, and accurate, you can:
- Pay yourself with confidence
- Save for taxes
- Make smarter decisions
- Apply for funding or loans
- Really understand what products or services are making you money
- Sleep better at night knowing nothing is falling through the cracks
My goal is to help you get there without judgment, without stress, and without spreadsheets that make your head spin.
Who I Help
At Walletkeeping, I work with new and growing businesses across San Antonio and surrounding areas in Bexar County. However, I can really help any business in Texas or even in the United States as I have the capacity to work virtually. If your business is under 5 years old, still finding its rhythm, or going through a messy financial season, I’m here to help.
I specialize in:
- Food businesses (food trucks, cottage bakers, caterers, cafes, ice cream shops, etc.)
- Product-based businesses (especially those selling at vendor markets like The Pearl or Brick)
- Nonprofits and purpose-driven entrepreneurs
- Service providers (coaches, creatives, freelancers, designers)
Whether you’re operating out of your kitchen or your first storefront, you deserve solid financial support. My mantra is that a business needs a bookkeeper from day 1 (or at least the proper education to DIY your bookkeeping).
What Sets Walletkeeping Apart
There are plenty of bookkeeping services out there but here’s what makes Walletkeeping different:
✅ Local, but Virtual
I’m a bookkeeper based in San Antonio, TX, but I work with clients virtually so you can access consistent, professional support no matter your schedule.
✅ Focused on New Businesses
Many of my clients are in the early stages of business, and that comes with unique challenges including messy spreadsheets, missing receipts, or not even knowing what questions to ask. I’m here to walk you through all of it with zero judgment. I will always break things down for you because my main goal is that you truly understand what needs to be done.
✅ Education First
Bookkeeping should empower you. I explain what’s happening with your numbers in a way that actually makes sense. You may even find me recording tutorials for you to make sure that you have the reference information. I’m always happy to answer questions along the way.
✅ Real Attention To Detail
You better believe I keep a log of everything I do and questions to ask you to ensure that everything is categorized correctly. This helps ensure that we can answer questions for your Tax Accountant or CPA and focus on those tax deductions.
✅ A Friendly Face
I am your business’s number one cheerleader! I really get invested in your business and do my best to cheer you on. Your success is my success and I am always there for you to celebrate your wins. But of course I will tell you the hard truths when necessary.
Services I Offer
Whether you’re starting from scratch or cleaning up the past, I offer flexible, monthly services designed to meet you where you are.
💻 Monthly Bookkeeping
Stay organized and tax-ready with ongoing support. I’ll handle your categorizing, reconciling, reporting, and send you monthly updates so you always know where your business stands.
🔄 Bookkeeping Cleanup
Behind on your books? No problem. I help businesses in San Antonio and across Bexar County get caught up fast. Even if you are 3 years behind. I can help catch you up!
🧾 QuickBooks Setup & Support
If you’re new to QuickBooks, I’ll help you set it up correctly, create a system that works for you, and even train you on how to keep it running smoothly. Even if you want to continue with DIY bookkeeping, I help get you on the right track.
📞 Free 45-Minute Financial Check-In
Not sure where to start? I offer a free session where we’ll review your current setup, identify areas of improvement, and talk about how to move forward.
Why Local Businesses in San Antonio Trust Walletkeeping
As a small business owner myself, I understand the hustle. I also know what it’s like to feel overwhelmed by back-office tasks that eat up time and energy.
Here’s why San Antonio entrepreneurs choose to work with me:
🏙️ I Know the Local Landscape
From vendor markets at The Pearl to home-based cottage food businesses and mobile service providers, I understand the way local businesses operate. Additionally, I am part of several networking groups and if you need a referral, I am your gal!
📅 I Respect Your Time
Your schedule is full enough. That’s why I keep things simple, flexible, and digital. Ultimately, my goal get your books handled without extra meetings or email threads. Efficiency is key!
📈 I’m in This With You
I care deeply about your business goals. Whether you’re aiming to grow, go full-time, or just get better organized, I’m here to support you every step of the way.
New to Bookkeeping? Here’s What You Should Know
If you’re still figuring out how bookkeeping works or why it even matters, here’s a quick overview of why it’s so important:
Bookkeeping tracks your income and expenses so you know exactly where your money’s going.
It prepares you for tax season, helping you avoid surprises and missed deductions.
It helps you make informed decisions about pricing, hiring, and spending.
It builds business credit and keeps you ready for loans or funding opportunities.
Good bookkeeping isn’t just a task, it’s a tool. And when it’s done right, it unlocks clarity and peace of mind.
What It’s Like To Work With Me
My process is simple, efficient, and designed to fit your unique business. Here’s how we get started:
Free Discovery Call – We’ll talk about your business, your current setup, and where you’re feeling stuck.
Onboarding + Systems Setup – I’ll set up (or clean up) your accounts and create a smooth workflow.
Monthly Check-Ins – You’ll get clear reports and updates every month so you can stay in control.
Open Communication – You’ll always be able to ask questions, get explanations, and feel supported.
Ready To Get Started?
If you’re a business owner in San Antonio, TX or anywhere in Bexar County, and you’re ready to stop avoiding your books, let’s talk.
I’d love to learn more about your business and see how I can support your growth.
Stay Connected
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