Clean books. Calm decisions.

Bookkeeping & Monthly Financials

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Monthly bookkeeping and plain-language financial reports for established San Antonio small businesses. Structure creates calm — and calm changes how you run your business.

If this sounds like you, you're in the right place.

Behind on your books and dreading the catch-up. Guessing at cash flow instead of knowing it. Reports you get but don't really read. A nagging feeling that you're flying blind on the numbers.

None of that means you're bad at business. It means nobody ever built you a system. Most financial stress doesn't come from incompetence — it comes from disorganization. That's fixable, and it's exactly what we do.

What's included

Step 1

Monthly categorization & reconciliation

Every transaction categorized, every account reconciled, every month. Your books stay current — not "we'll fix it at tax time."

Step 2

Reports explained in plain language

A monthly financial package plus a plain-English walkthrough. You'll know your cash flow, margins, and obligations — actually know them.

Step 3

A clean handoff to tax


Because we handle your tax prep too, nothing falls through the cracks between your bookkeeper and your CPA. One team. No gaps.

Beto Altamirano Co-Founder, Chief Executive Officer
Eduardo Bravo Co-Founder, Chief Operations Officer

‍Irys Technologies

Who this is for — and who it isn't.

A great fit: established San Antonio businesses — think a busy coffee shop, a landscaping company, a professional services firm doing roughly $1M–$2M a year — who want a reliable monthly partner, not the cheapest option.

Probably not yet: if you're pre-revenue or only need a one-time cleanup, we may point you toward better-fit resources — honestly and for free, on the discovery call.

Common questions

  • Honest answer: it depends on your volume and complexity, so we scope every engagement on the discovery call rather than quoting a one-size number. What we promise: transparent monthly pricing agreed up front, no surprise invoices.

  • Yes — cleanup is often step one of The Clarity Method. We'll assess how far back things go, give you a clear scope, and get you current before monthly service begins. No judgment; you'd be surprised how normal this is.


  • We work with a wide range of established local businesses — service companies, retail, food and beverage, professional services. If your business is a fit, we'll say so; if a specialist would serve you better, we'll say that too.

  • We work in modern cloud accounting tools and will meet you where you are. If your current setup is holding you back, we'll recommend a change and handle the transition.