This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in San Antonio, TX. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 2.
Myres CPA PLLC #
Website: https://myrescpa.com
Myres CPA PLLC is a CPA firm that presents itself on its website as a San Antonio, Texas accounting firm and business advisory. The firm describes itself as San Antonio based while noting that its work extends beyond its home region, stating that it can work with clients whether they are nearby or as far away as 1,500 miles. For clients in the San Antonio area, the firm serves the city and its surrounding region from its local base.
The firm describes a proactive approach to accounting. According to its website, many CPA firms focus on filing forms after the fact, while Myres CPA aims to maintain contact throughout the year so clients always know where they stand. The firm states that it keeps its services together under one roof, without handing work off to outside tax preparation agencies, so that the same team that knows a client’s name also understands the client’s full financial picture and tailors strategies to the client’s goals. The website identifies three reasons it offers for choosing the firm: a proactive approach by design, end to end services that integrate tax planning, accounting, advisory, and financial strategy, and hands on expertise from a consistent team rather than rotating seasonal contractors.
The firm organizes its work into business services, planning and advisory services, and individual services. The business services include business tax planning, business tax preparation, business advisory and fractional CFO services, financial planning, small business accounting, and bookkeeping. The website describes small business accounting that delivers reporting and analysis beyond accurate books, and bookkeeping that goes beyond basic transaction tracking to keep records balanced and ready for audits or expansion. The fractional CFO service is presented as a way to obtain CFO level expertise without a full time salary, helping with cash flow, cost control, and evaluating opportunities. The planning and advisory category covers individual tax planning, personal financial planning, wealth management, retirement planning, and estate planning, while the individual services include individual tax planning and individual tax preparation.
The website outlines a defined client process. It begins with an initial consultation to understand a client’s goals and full financial picture, followed by a proposal and engagement with a clear outline of services, timelines, and pricing. The process then moves through a kickoff and discovery phase, plan design presented in plain language, implementation that handles setup, automation, and documentation, and ongoing monitoring with continuous updates to keep the strategy relevant and compliant.
Myres CPA identifies several industries it works with. The home services category covers service based businesses such as HVAC, plumbing, and electrical, which the firm supports with bookkeeping, business tax planning, and financial reporting. The construction category focuses on contractor needs, including entity structuring and job costing. The real estate category serves investors, developers, and brokers by aligning accounting, tax, and financial planning. The healthcare category addresses medical practices, ambulatory surgery centers, and dental offices through specialized healthcare accounting services.
The website attributes the firm’s founding to a desire to solve a common problem, namely that business owners who needed year round financial oversight were not receiving it. It states that the firm was built to plan ahead, communicate clearly, and keep every aspect of a client’s finances connected. The website includes client comments referencing work with Trevor Myres, including remarks from an owner of a plumbing business, a principal of a lighting company, an optometry practice owner, and the owners of an electrical company.
The website features a frequently asked questions section covering topics such as the difference between a CPA and a financial advisor, the cost of a CPA, accounting for a small business, and whether a business needs a fractional CFO. It also includes a blog with articles on outsourced accounting, the return on investment of part time CFO services, and creating a strategic financial plan. The firm invites prospective clients to schedule a discovery call to explore their goals and map out a plan. For businesses in the San Antonio area, including home service trades, construction, real estate, and healthcare, Myres CPA presents itself as a local resource for integrated accounting, tax, and advisory services.
Manley Garvin #
Website: https://www.manleygarvin.com
Phone: 864.229.4951
Manley Garvin is a CPA firm that, according to its website, is based in South Carolina, with an office at 340 Main Street, Greenwood, SC 29646, and a contact phone number of 864.229.4951. The firm describes itself as a South Carolina based CPA firm and states that it provides services across the Southeast and proudly serves 11 states. For a client in San Antonio, this means the firm would be working remotely from its South Carolina base rather than from a local office in the city. The website does not indicate a San Antonio location, and its assurance services are described as available specifically for clients in South Carolina.
The firm summarizes its work as tax, accounting, and assurance services built on proactive communication and personalized support. The website organizes its tax offering into preparation, planning, consulting, and compliance, and it describes tax solutions intended to minimize liabilities and avoid surprises while keeping pace with changing regulations. The accounting and bookkeeping service is presented as providing accurate, timely financial reporting to support year round decision making. The assurance services include audits, reviews, compilations, and agreed upon procedures, which the firm describes as giving stakeholders confidence in financial reporting, with the note that these assurance services are offered specifically to clients within South Carolina. The website also lists individual tax among its services.
The firm states that it serves a wide range of industries with tailored accounting, tax, and assurance services. The industries listed include retail, restaurant, nonprofit, professional services, government, education, plumbing and HVAC, manufacturing, healthcare, construction, automotive, and landscaping. The website notes that the firm works with businesses, nonprofits, and governmental entities, and it describes a team of eight CPAs and a five star Google rating.
Manley Garvin maintains a dedicated page on accounting services for HVAC companies and plumbers. The website states that HVAC and plumbing businesses often face fluctuating cash flow, seasonal demand, job costing, and the difficulty of keeping financial records current while managing crews and service calls. The firm describes handling day to day bookkeeping by organizing expenses, categorizing transactions, and tracking payments so that trades clients have a clear view of their finances. Its tax planning for these businesses is described as keeping pace with seasonal workload and expenses, identifying deductions for tools, vehicles, and equipment, and forecasting tax obligations. The firm also describes tax preparation work that ensures records are complete and filings are accurate and on time. In a frequently asked questions section, the firm confirms that it can help track job costs and profit margins through bookkeeping systems that record expenses by job, identifies common deductions such as vehicle expenses, tools, equipment, uniforms, and home office costs for HVAC and plumbing businesses, and addresses seasonal income fluctuations through tax planning that helps manage cash flow and estimated payments.
The website presents reasons it offers for why trades professionals work with the firm, including an understanding of the trade business model and its job based billing, service contracts, and seasonal fluctuations, responsive and easy to reach communication, and clear, actionable financial reports. The firm describes itself as tailoring its services to the real world needs of trades rather than taking a one size fits all approach.
The website includes a number of client reviews drawn from Google, with clients describing long standing relationships, professional and timely service, and assistance with both business and personal tax matters. One testimonial references working with the firm for several years and naming team members, and another references a relationship spanning more than ten years. The website notes that the firm references individuals named Jim and Josh as part of its leadership and team.
The website also displays a notice stating that Manley Garvin is now part of UHY. For a business in San Antonio considering this firm, the practice offers tax, accounting and bookkeeping, and trades focused services, including specialized support for plumbing and HVAC companies, but it operates from South Carolina and would serve a San Antonio client remotely rather than from a local office.