Small Business Services Of San Antonio

What Small Business Services Of San Antonio does

Small Business Services of San Antonio (SBS of SA, LLC) is a privately held professional services firm headquartered at 101 Sunflower Lane, San Antonio, Texas, founded in 2005. The firm provides outsourced back-office services to small businesses, with a core offering spanning bookkeeping and payroll, tax preparation and planning, business formation (LLC and corporation setup, EIN acquisition, registered agent services), compliance support (Texas Franchise, IRS filings, annual minutes), fractional CFO and tax advisory, and general administrative services such as notary, document creation, CRM setup, and travel arrangements. It targets a horizontal segment of small business owners in the San Antonio and Bexar County area, ranging from family-owned startups to multi-million-dollar corporations, and offers bilingual English/Spanish service.

The firm's technology stack is conventional SaaS rather than proprietary: it builds around QuickBooks and QuickBooks Online as the primary accounting platform, with Xero referenced as an alternative, Gusto referenced for payroll, and Financial Cents powering a client portal for secure document upload and retrieval. Service delivery is direct — phone (210-884-5067), email ([email protected]), in-person at the San Antonio office, and via the client portal — with pick-up and delivery available for payroll and tax documents. Pricing is transparent and à la carte: clients pay only for services consumed, with service frequency options ranging from daily to annual.

The go-to-market is sales-led and locally focused, supported by a Wix-hosted website (sbsofsa.com), an educational blog authored by lead practitioner Kika Rogers, organic social presence on Facebook and X, and a curated "Resources" page of referral partners (Encyro for secure email, Directed IRA for self-directed IRAs, Biz2Credit for financing, and 1031 Exchange Resources). The firm has 1-10 employees, no disclosed outside funding, no parent company, and no subsidiaries, operating as an independent Texas LLC.

Name

Small Business Services Of San Antonio

Legal name

SBS of SA LLC

Website

https://sbsofsa.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Small Business Back-Office Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Administrative and Support Services (561)

SIC

Services-Help Supply Services (7363), Finance Services (6199)

akta.pro primary industry

Billing & Revenue Operations (Subscription/Usage Billing, Rating, Order-to-Cash Support) (BPAAAGAD)

akta.pro secondary industry

Soft Services (Cleaning, Support, Mailroom) (BPABAAAB)

Keywords

• Bookkeeping services
• Payroll processing
• Small business tax preparation
• Business compliance services
• Fractional CFO advisory

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services - Bookkeeping & Payroll: Comprehensive bookkeeping and payroll services billed on a service basis. Clients choose from daily, weekly, monthly, quarterly or annual service frequency based on their needs and budget. Pricing is transparent with detail billing meaning clients pay only for services received.
2. Tax Preparation Services: Business and personal tax return preparation services. Services include Form 1040 (individual), Form 1065 (partnership), Form 1120/1120-S (corporation), and Form 990 (non-profit).
3. Business Formation Services: LLC and business formation services including name availability search, operating agreements, member certificates, EIN acquisition, S-Corp elections, and registered agent services.
4. CFO & Tax Advisory Services: Fractional CFO services providing executive-level financial insight, budget building, forecasts, and strategic planning. Tax advisory includes year-round tax strategy development and decision support.
5. Compliance Services: Business compliance support including filings, deadlines, recordkeeping requirements, and coordination across bookkeeping, payroll, and tax systems.
6. Administrative Services: Administrative support including notary services, document creation, CRM setup, mailing list management, research, fax services, US mail services, travel arrangements, and schedule management. Billed as needed.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Small Business Services of San Antonio provides outsourced back-office support for small businesses, primarily offering bookkeeping and payroll processing, tax planning and preparation (business and individual), business formation (LLC setup, EIN, registered agent), regulatory compliance, administrative services, and fractional CFO/tax advisory. Services are sold à la carte on a customized, transparent detail-billing basis, with frequency options ranging from daily to annual.

Product overview

Small Business Services of San Antonio (SBS of SA) offers a unified suite of back-office support services for small businesses, combining bookkeeping and payroll, administrative services, business formation, tax planning and preparation, compliance services, and CFO advisory into a single coordinated offering. The core service portfolio centers on Bookkeeping & Payroll Services as the primary offering, complemented by Business Formation (LLC setup and registered agent services), Tax Planning & Preparation (individual and business returns), Compliance Services, and CFO & Tax Advisory (fractional CFO). The company also provides specialized QuickBooks setup and support, a client portal via Financial Cents, and a free Paperwork Prep tool (P&L spreadsheet). Services are priced à la carte, allowing small business owners to customize a plan to their specific needs without purchasing unnecessary features.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Payroll Services Comprehensive bookkeeping and payroll service for small businesses including accounts payable, accounts receivable, bank reconciliation, sales tax, budgeting, invoicing, job costing, vendor liaison, and financial reporting, plus payroll check preparation, direct deposit, tax withholding, and quarterly/annual filings. Service frequency is selectable from daily through annual based on client needs and budget.
• Administrative Services
• Business Formation Services
• Tax Planning & Preparation
• Compliance Services
• CFO & Tax Advisory Services
• QuickBooks Setup & Support
• Client Portal
• Paperwork Prep Session

Quantifiable outcome

• Operational cost reductions of up to 78% annually when partnering with specialized back-office providers (industry data cited in source)
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

Three partnerships are on record, tiered minor.

• Directed IRAminorOthersSelf-directed IRA investment platform for real estate, private equity, venture, crypto, precious metals, notes, and other non-publicly traded investments. Partner Nichole Savage is a Certified Exchange Specialist. SBS of SA provides promo code for clients.
• Biz2CreditminorOthersOnline commercial financing platform. Fast funding solutions for businesses of all kinds. SBS of SA refers clients seeking business financing.
• 1031 Exchange ResourcesminorOthersReal estate exchange specialist services. Nichole Savage, Certified Exchange Specialist, Regional Vice President Texas. Located in Schertz, TX.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• Xendoo: Cloud-based bookkeeping, tax, and CFO services subscription-priced for SMBs — comparable service stack delivered through a tech-enabled subscription model rather than local human delivery.
• B2B CFO Partners: Network of fractional CFOs serving SMBs and mid-market — overlaps SBS's fractional CFO and advisory offering as a competing delivery model.
• Botkeeper: AI-assisted bookkeeping platform with human oversight for SMBs and accounting firms — competes for the same end customer with a tech-first cost structure that pressures traditional bookkeeping firms like SBS.

Direct peers

• Pilot: Outsourced bookkeeping for startups and SMBs with integrated CFO advisory — comparable target customer (SMB owners needing real-time books) and comparable service packaging.
• inDinero: Outsourced bookkeeping, tax, and fractional CFO services for small and growth-stage businesses — directly comparable service mix and SMB target customer.
• AccountingDepartment.com: Outsourced 'accounting department' for SMBs covering bookkeeping, payroll, and CFO support — directly comparable full-stack back-office positioning and SMB target.
• 1-800Accountant: Virtual accounting, tax, and advisory firm targeting small businesses nationwide — comparable SMB focus, comparable bookkeeping/tax/CFO offering, comparable à la carte pricing model.
• Bookkeeper360: Tech-enabled bookkeeping, payroll, tax, and fractional CFO services for U.S. small businesses — directly overlaps SBS's full back-office stack with similar à la carte packaging.
• Padgett Business Services: Franchise network of local accounting, tax, payroll, and advisory practices serving SMBs — closest analogue to SBS's small local-firm delivery model, organized as a national network of bookkeepers rather than a tech platform.

Broad incumbents

• Insperity: Large-scale PEO providing HR, payroll, benefits, and back-office services to SMBs — broader incumbent in the same SMB back-office category that SBS competes in for the local San Antonio client.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/sbsofsa
• Facebookfacebook.com/sbsofsa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Small Business Services Of San Antonio