San Antonio sits at a unique crossroads of Texas commerce: military contracting around JBSA, Hill Country tourism, a Medical Center cluster employing 30,000-plus, and a steady stream of family trades feeding the I-35 corridor. Owners running these books need a partner who knows local sales tax mechanics, Texas franchise margin filings, and the QuickBooks workflows Intuit certifies year after year. The three firms below all hold current QuickBooks ProAdvisor credentials, predate 2020, and operate as independent local shops rather than venture-backed rollups. Each entry was cross-checked against the practice’s own website, the Intuit ProAdvisor directory, the Better Business Bureau, and at least one secondary listing such as Yelp or the Texas Comptroller’s franchise records.
Quick Comparison
| Firm | Credentials | Focus |
|---|---|---|
| Bookkeeping Solutions | Owner Adam Dickreiter holds Certified QuickBooks ProAdvisor status (Online and Desktop), CPA license, Enrolled Agent designation, and CGMA. | Full-charge monthly books, payroll, AP/AR, tax filing, and advisory work for small to mid-sized firms across San Antonio and New Braunfels. |
| Quick Bookkeepers, Inc. | President Belinda D. Casanova has held Certified QuickBooks ProAdvisor status since 1997, the longest documented tenure of any San Antonio bookkeeping shop. | Monthly write-up, payroll, sales-tax returns, and federal income-tax prep for HOAs, attorneys, contractors, medical offices, restaurants, and trade shops. |
| Cloud Bookkeeping, LLC | Team members are Elite QuickBooks ProAdvisors, the top tier earned by under one percent of certified advisors nationwide. | Cloud-based monthly bookkeeping, catch-up engagements, payroll, sales-tax filings, and 1099 vendor management for startups through multi-million-dollar firms. |
1. Bookkeeping Solutions
- Address: 4602 De Zavala Rd, Ste 101, San Antonio, TX 78249
- Phone: (210) 344-7520
- Founder / Owner: Adam Dickreiter
- Operating Since: 1991 (35 years)
- Credentials: Certified QuickBooks ProAdvisor (Online + Desktop), CPA, Enrolled Agent, CGMA
- Service area: San Antonio metro and New Braunfels, Texas
- Industries served: Small to mid-sized businesses, individuals, professional services, retail, trades
- Website: bookkeepingsolutionssa.com
Founder background and academic record
Adam Dickreiter earned a bachelor of business administration in accounting from St. Mary’s University and a master of science in accounting from the University of Texas at San Antonio, graduating summa cum laude from both institutions. He has carried his CPA license and IRS Enrolled Agent designation for nearly two decades, and he also holds the Chartered Global Management Accountant credential issued jointly by the AICPA and CIMA. That credential set lets the firm move fluently between bookkeeping mechanics and broader management reporting when an owner needs both.
Service mix
Bookkeeping Solutions covers monthly write-up work, accounts payable and receivable management, payroll, sales-tax returns, federal and state income-tax preparation, and management advisory engagements. The firm uses QuickBooks Online and Desktop interchangeably depending on what the client already runs, and it will rebuild a damaged file rather than push a forced migration. Clients in the New Braunfels market receive the same workflow as San Antonio accounts.
Why local owners choose this firm
The combined CPA, EA, and ProAdvisor stack means a single point of contact handles books, payroll, and tax in one engagement, which removes the hand-off friction that often produces January reconciliation surprises. Three-plus decades of continuous operation also matter to bonded contractors and HOA boards that need a bookkeeper their auditors already recognize.
2. Quick Bookkeepers, Inc.
- Address: 6812 Bandera Rd, Ste 216, San Antonio, TX 78238
- Phone: (210) 525-9885
- Founder / Owner: Belinda D. Casanova, President and Director
- Operating Since: 1997 (29 years)
- Credentials: Certified QuickBooks ProAdvisor since 1997, IRS-registered tax return preparer
- Service area: Bandera Road corridor, Leon Valley, greater San Antonio
- Industries served: HOAs, attorneys, construction, lawn care, tree services, medical practices, day cares, kennels, bars and lounges, restaurants, wedding planners, real estate agents
- Website: Facebook business page
A 1997 ProAdvisor cohort still active
Belinda Casanova joined the QuickBooks ProAdvisor program in its early years and has renewed certification continuously since 1997. That cohort is small: most San Antonio ProAdvisors registered after 2010, and almost none predate the 2003 desktop release. Continuity at this length is rare and signals a firm that has weathered three Intuit platform transitions without losing client files.
Industry breadth
The client roster cuts across blue-collar trades and professional services: tree-trimming crews and lawn-care outfits sit alongside attorneys, doctors, restaurants, kennels, day cares, and HOA boards. Each industry has its own sales-tax wrinkle in Texas (mixed-beverage gross receipts for bars, taxable services for landscapers, exempt status for HOAs), and the company has hand-keyed those returns long enough to spot the common filing errors before the Comptroller does.
Office-based intake
Unlike fully remote competitors, Quick Bookkeepers operates from a physical Bandera Road office with in-person consultations and document drop-off. That suits owners who still keep paper receipts, run cash-heavy operations, or prefer to hand a bank statement to a person rather than upload it.
Year-round availability
The firm runs bookkeeping, payroll, sales-tax, and federal tax prep in a single shop, which keeps the same staff inside the file from January through December. Clients are not bounced between a “bookkeeper” and a separate “tax preparer” in March.
3. Cloud Bookkeeping, LLC
- Address: 85 NE Loop 410, Ste 105, San Antonio, TX 78216
- Phone: (210) 955-9533
- Founder / Owner: Charlie Perrin, Managing Partner
- Operating Since: 2014 (12 years)
- Credentials: Elite QuickBooks ProAdvisor team (top tier; under one percent of all ProAdvisors nationally)
- Service area: San Antonio and Austin metros, with remote engagements across Texas
- Industries served: Startups, small businesses, mid-market firms up to multi-million-dollar revenue
- Website: cloudbookkeeping.com
Elite ProAdvisor status explained
Elite is the top of four QuickBooks ProAdvisor tiers and requires advanced Online plus Desktop certifications, an active billable client base, and ongoing continuing-education points each year. Cloud Bookkeeping holds the tier across multiple team members rather than only the founding partner, which means a client engagement does not bottleneck on a single advisor’s calendar.
Workflow built for QuickBooks Online
Charlie Perrin founded the shop in 2014 specifically around the QuickBooks Online platform, and the operating model assumes a client already runs QBO or is willing to migrate. The team handles legacy clean-up engagements (year-to-date catch-up where prior-year books were closed but current entries lapsed), payroll cycles, sales-tax returns, vendor management, and 1099 preparation. Custom management reports get layered on top once the underlying file is clean.
Geographic reach
The firm headquarters at the 85 NE Loop 410 office and serves San Antonio and Austin metros directly, with remote engagements across other Texas markets. That suits owners who maintain offices in both cities or who relocated headquarters to one metro while keeping operations in the other.
Reference Notes
Firm details were cross-checked against:
- Bookkeeping Solutions: firm website bookkeepingsolutionssa.com/about-us/; BBB profile bbb.org listing; Yelp 4602 De Zavala Rd listing; Intuit ProAdvisor directory Adam Dickreiter profile.
- Quick Bookkeepers, Inc.: Yelp 6812 Bandera Rd listing; BBB profile bbb.org listing; PTIN directory Belinda D. Casanova entry.
- Cloud Bookkeeping, LLC: firm website cloudbookkeeping.com; Yelp 85 NE Loop 410 listing; Intuit ProAdvisor directory Charlie Perrin profile.
Selection Methodology
To qualify for this list a firm had to: (1) operate as an independent or family-owned San Antonio business with at least five years of continuous trading, (2) hold a current QuickBooks ProAdvisor credential at the practice or principal level, (3) deliver bookkeeping as a primary service line rather than as an afterthought to tax prep, and (4) keep an open, locatable presence on at least two third-party directories (BBB, Yelp, Intuit ProAdvisor, Texas SOS, or PTIN). Venture-backed rollup brands such as Bench, Pilot, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant were excluded by design, even where they list a San Antonio service area, because the goal was to surface owner-operated local shops.
Tenure was verified through Texas Secretary of State franchise filings where available, BBB founding-date fields, and dated Intuit ProAdvisor certification badges. Where two sources gave different founding years, the earlier verifiable year was used and the variance noted internally.
Frequently Asked Questions
Q: Does a San Antonio small business actually need a local bookkeeper, or can a national online service cover the same work?
A: Texas-specific filings (state sales tax through the Comptroller, mixed-beverage gross receipts tax, franchise-margin reports) follow rules that differ meaningfully from California or New York equivalents. A local bookkeeper has filed those returns hundreds of times and knows the typical audit triggers. National services can handle federal mechanics well but often miss state-level nuance. For owners with Texas-only operations, a San Antonio firm usually saves money on the back end through fewer Comptroller notices.
Q: What is the difference between a Certified ProAdvisor and an Elite ProAdvisor?
A: Intuit’s ProAdvisor program runs four tiers: Silver, Gold, Platinum, and Elite. Elite is the top tier and requires advanced certification in both QuickBooks Online and Desktop, an active billable client base, ongoing continuing-education points, and renewal each year. Fewer than one percent of ProAdvisors nationally hold Elite status. Certified (the entry tier) confirms baseline software competence; Elite confirms sustained practice depth.
Q: How much should monthly bookkeeping cost in the San Antonio market?
A: Independent local firms here typically price between $300 and $1,200 per month for small-business engagements, scaling with transaction volume, payroll headcount, and number of bank or credit-card accounts to reconcile. Cash-heavy retail or restaurant work usually sits at the upper end. Service-based businesses with one operating account and a small payroll usually sit at the lower end. National rollup brands often advertise lower headline pricing but charge add-ons for catch-up, payroll, and reporting that bring effective cost to roughly the same range.
Q: My books are a mess from prior years. Will any of these firms take on a catch-up engagement?
A: All three firms regularly handle catch-up work. Cloud Bookkeeping markets a specific Legacy Bookkeeping product for year-to-date catch-up. Quick Bookkeepers and Bookkeeping Solutions both quote catch-up engagements as a one-time scope before transitioning the client to ongoing monthly work. Expect a fixed-fee diagnostic before any firm commits to a clean-up price.
Editorial Note
Compiled 2026-05-11 from publicly accessible firm websites, the Better Business Bureau of the Heart of Texas, the Intuit ProAdvisor directory, the IRS PTIN directory, and Yelp business listings. No firm paid for inclusion. Verify current pricing, certification status, and office hours directly with each firm before contracting; details published here reflect the May 2026 snapshot and may shift as firms renew certifications or relocate offices.