Serving San Antonio businesses + virtual clients nationwide

Get Your Books Tax‑Ready
Before Tax Season

Behind on your books? Unsure whether your financial reports are accurate? Don’t wait until your tax preparer asks for records you don’t have. The BookSmith Company LLC organizes, reconciles, and cleans up your bookkeeping before tax preparation — so you always know where your money is going, and you get your time back to run and grow your business.

✓ Monthly bookkeeping✓ Catch-up & clean-up✓ Tax-ready financials✓ Advanced QuickBooks ProAdvisor

A bookkeeping service — not a CPA firm. We keep your books in perfect shape so your CPA or tax preparer has exactly what they need.

Small business owner reviewing finances at a desk with a calculator, notebook, and laptop ✦ Advanced QuickBooks ProAdvisor
“Where is the money going?”

That’s the question clean books answer — every month, without the scramble at tax time.

CONSTRUCTIONENGINEERING FIRMSRESTAURANTSBOUTIQUESSALONSNONPROFITS

What we do

Forged to fit your business — not one-size-fits-all

Like a smith shapes metal to purpose, we tailor your bookkeeping to how your business actually runs. Pick the support you need now — we’ll keep it consistent, month after month.

📅

Monthly Bookkeeping

Your day-to-day books, handled every month so nothing piles up.

  • Income & expenses categorized
  • Bank & card transactions recorded
  • Monthly financial statements
🧹

Catch-Up & Clean-Up

Behind by months — or longer? We’ll bring your books current and sort out the mess.

  • Backlog cleaned up & organized
  • Errors & duplicates corrected
  • QuickBooks cleanup
⚖️

Account Reconciliation

Every account matched to its statement, so your numbers are numbers you can trust.

  • Bank reconciliations
  • Credit card reconciliations
  • Discrepancies flagged & fixed
🗂️

Tax-Ready Financials

Year-end without the panic. Clean, organized financials ready to hand to your tax preparer.

  • Profit & loss + balance sheet
  • Organized year-end package
  • Ready for your CPA / preparer

Find your fit

Not sure where your books stand?

Tap the situation that sounds most like you — we’ll point you to the right starting point.

Who we help

Built for owners who’d rather be running the business

If you’re spending evenings in spreadsheets instead of with customers, crews, or family — that’s exactly the work we take off your plate.

Engineering team reviewing blueprints together in an office

Construction & Engineering Firms

Job costs, invoices, and project expenses coming from every direction. We keep them categorized and reconciled so you can see which jobs are actually making money.

Elegant restaurant dining room with set tables and wine glasses

Restaurants

Daily sales, food costs, payroll, and a stack of vendor invoices. We turn the daily chaos into a clear monthly picture of margins and cash flow.

Clothing rack with shirts and blouses inside a boutique

Boutiques & Retail

Inventory buys, point-of-sale deposits, and seasonal swings. Clean books help you know what’s selling, what it costs, and what you can reorder with confidence.

Stylist working with a client inside a salon

Salons & Beauty

Chair rent, commissions, tips, and product sales — all tracked cleanly so booth renters and owners alike know exactly where they stand.

Volunteers packing clothing into donation boxes

Nonprofits

Donations, grants, and program spending that has to be accounted for clearly. Organized, reconciled books your board and funders can trust.

Small shop owner in an apron standing behind the counter

Other Small Businesses

Don’t see your industry? If you’re a small business owner who needs clean, current books, we tailor the approach to you. Just ask.

Organized desk with calculator, notebook, glasses, and financial papers

Consistency, skill, and service — in every close, every month.

Why it matters

You can’t grow what you can’t see

Good bookkeeping isn’t just staying organized. It’s having reliable numbers — so decisions stop being guesses.

  • ✓
    Know where your money is going
    Clear categories and reconciled accounts show the real story behind your bank balance.
  • ✓
    Get your time back
    Hours you spent categorizing and chasing receipts go back to running and growing the business.
  • ✓
    No more tax-time scramble
    When every month is closed and reconciled, year-end is just handing over a tidy package.
  • ✓
    Decide with confidence
    Hire, buy equipment, raise prices, take on a bigger job — backed by numbers you trust.
Brittney Smith, founder of The BookSmith Company LLC, at the San Antonio River Walk

Brittney Smith — founder, The BookSmith Company LLC · San Antonio, Texas

About

Meet the bookkeeper behind the books

I’m Brittney Smith, founder of The BookSmith Company LLC. For 6 years I’ve helped small business owners — in San Antonio and virtually across the country — get their books organized, reconciled, and tax-ready, so they can stop guessing and start deciding with clear numbers.

“Bookkeeping that helps you save time, control costs & understand your numbers.”

Advanced ProAdvisorQuickBooks ProAdvisor status
QuickBooks Online — Level 2Certified
QuickBooks WorkforceCertified
Bookkeeper · Computer ConsultantProfessional credentials
6 years in businessServing small businesses since day one
San Antonio, TX + nationwideLocal clients & virtual clients across the U.S.

How it works

Simple to start. Steady every month after.

STEP 01

We talk — free

Start with a free 15-minute book cleanup consultation about your business, your industry, and where your books stand right now — no judgment if you’re behind.

STEP 02

We clean up

If there’s a backlog, we catch it up first: transactions sorted, accounts reconciled, QuickBooks tidied.

STEP 03

We keep the rhythm

Each month we record, categorize, and reconcile — so your books are always current, not just at year-end.

STEP 04

You get clear reports

You receive financials you can actually read — and at tax time, a clean package for your CPA or preparer.

ℹ️

A quick, honest note: we’re bookkeepers, not CPAs

The Booksmith Company LLC does not prepare or file taxes and does not provide CPA services. Our job is the one your CPA wishes every client had handled: clean, reconciled, up-to-date books — so tax preparation is faster, smoother, and less stressful for everyone.

Questions

Before you ask

Not at all — catch-up and clean-up is one of our core services. Whether it’s a few months or longer, we’ll organize the backlog, reconcile your accounts, and get you current. Then monthly bookkeeping keeps you from falling behind again.
Yes — we work in QuickBooks Online, including QuickBooks cleanup. If your file has duplicates, miscategorized transactions, or accounts that don’t match your statements, we’ll sort it out as part of clean-up.
No — we’re a bookkeeping company, not a CPA firm, and we don’t file taxes. We keep your books clean and reconciled all year and prepare tax-ready financials, so your CPA or tax preparer can do their part quickly and accurately.
Reconciled bank and credit card accounts, categorized income and expenses, and clear monthly financial statements — a profit & loss and balance sheet you can use to see where your money is going.
Small businesses across construction, engineering firms, restaurants, boutiques and retail, salons, and nonprofits — plus other small businesses that need reliable monthly books. Every engagement is tailored to how that business runs.

Get started

Schedule a Free 15‑Minute Book Cleanup Consultation

Tell us a little about your business and where your books stand, and we’ll set up your free consultation. Send the form and it lands straight in our inbox — we’ll reply to the email you give us. No pressure, no jargon.

🌐 Serving San Antonio businesses + virtual clients nationwide.

Prefer to start small? Ask about a one-time catch-up or clean-up first — many clients start there, then move to monthly.

Ready to get your books in shape?

Tell us a little about your business and where your books stand. The form opens in a new tab and takes about two minutes — then it lands straight in our inbox.

Request your free consultation →