PB
ProLedge Bookkeeping Services, San Antonio
Professional, responsive bookkeeping that keeps San Antonio businesses on track.
5(5 reviews)
Accountant
$$
Professional, responsive bookkeeping that keeps San Antonio businesses on track.
ProLedge Bookkeeping Services, San Antonio delivers professional, responsive accounting support for small businesses. Clients praise accurate, timely bookkeeping and clear monthly reports (GL, P&L, balance sheet) delivered efficiently. The team—including account managers Tracey Marshall and Jana Clay—focuses on understanding client needs and delivering dependable service.
No photos available
Comprehensive handling of general ledger, P&L statements, and balance sheets with timely monthly updates.
Preparation of detailed financial reports to support business decisions and tax filings.
Dedicated account managers for personalized, responsive service tailored to your business needs.
Expert assistance with QuickBooks setup, maintenance, and troubleshooting to streamline accounting.
Financial guidance and consulting to help optimize your business operations and growth.
We are grateful to have this team managing our books. They are respectful, knowledgeable, and deliver consistent work. Their results are immaculate, and they provide us with the time to assess and address any issues they find. We appreciate their exceptional service and would gladly award them a five-star rating.
Working with Proledge has been a wonderful experience. Their team is professional, responsive, and truly committed to delivering accurate and timely bookkeeping services. I appreciate the level of care they put into understanding my business needs and ensuring everything is handled correctly and efficiently. It’s reassuring having a partner I can trust with something as important as my financials. Thank you for your dedication and outstanding support — I look forward to continuing our partnership with Jennifer and the staff! — Heather
I've been using Proledge for over two years now and couldn't be happier. My rep, Wendy, has been reliable and easy to work with. It has taken a lot of the load off of doing Quickbooks accounting that I really needed with my busy life. They are also reasonably priced!
Update: I sold my business in 2018 and started a new one in 2020. One of the first things I did was contact ProLedge to renew my working relationship with them based on my previous experience. I requested that Tracey Marshall be assigned to my account and she was joined by Jana Clay who's equally as responsive and professional as Tracey. I really appreciate the nice work they do for me each month with my financial reports. I have recommended ProLedge to my small business friends and will continue to do so! I have used ProLedge as the bookkeeper for my small business for nearly two years and they are GREAT! Tracey Marshall, my account manager, is easy to work with, efficient, communicative, and responsive to my requests. We have the process down to where I simply send her my business report summaries and bank and credit card statements at the first of each month and she prepares and delivers my GL, P&L, and balance sheet usually within a week. She also delegates appropriately work that can be handled by one of her bookkeepers to keep my service costs down. My CPA has also been impressed when I've provided him my records prepared by ProLedge when tax time comes around. Overall, I am very satisfied with the professional and affordable services I receive from ProLedge and recommend them to any small business owner in need of bookkeeping services!
They offer a great client service and very responsive to inquiries, I was helped this week by Juliana Martínez very recommended :)
Claim ProLedge Bookkeeping Services, San Antonio to update business info, respond to reviews, and access analytics.
