Monthly bookkeeping
A reliable monthly rhythm that keeps transactions categorized, accounts reconciled, and your books ready when you need them.
- Reconciliations & categorization
- Month-end close
- Consistent, fixed-fee support
North San AntonioLed by Alexis RodriguezFree review
Know your numbers. Lead with confidence.
I’m Alexis Rodriguez. I help San Antonio business owners turn busy books into clear decisions—and get back to the work they do best.
Start with clarity, not a sales pitch.Share what feels messy. Alexis will help you identify the clearest next step.
6+years consulting
MBAfinance-led thinking
LocalNorth San Antonio
Alexis RodriguezYour local point of contact
Good books do more than balance.
I bring structure to the numbers, context to the reports, and a steady point of contact to your financial back office.
Clean-up & catch-up
Behind, overwhelmed, or unsure what’s right? We’ll untangle the history and build a clean foundation forward.
- Historical clean-up
- Workflow improvements
- Software set-up & support
Decision-ready reporting
Clear financial statements and practical insight, delivered in language that helps you act with confidence.
- Financial statements
- Payroll coordination
- Business-ready visibility
Not sure which service fits? Start with the books in front of you.
Ask Alexis for a free reviewFinance fluency, without the finance-speak.
My work sits at the intersection of clean financials and better operations. That means I care about what the numbers say—and what they let you do next.
Over six years in consulting, I’ve helped growing companies strengthen reporting, improve financial processes, and build systems that can keep up. Earlier in my career, I led cost-control work that reduced spending by 80% and materially improved profitability.
With an MBA and BBA in Finance and Banking from the University of the Incarnate Word, I pair formal training with a practical, owner-to-owner point of view.
AlexisYour local partner in clearer business
80%cost reduction achieved through strategic operational improvements
“Clarity isn’t a thicker report. It’s knowing what deserves your attention.”
Experience that translates
Consulting6+ years
EducationMBA · BBA Finance
Local rootsSan Antonio, Texas
Personal by design. Built to scale.
Start with your story
We talk through what’s working, what feels messy, and where you want the business to go.
Build your rhythm
I shape the workflow around your business, your tools, and the visibility you actually need.
Make clearer moves
You get timely books, understandable reporting, and a trusted person to call when questions come up.
Your tools don’t have to change.
I work across the platforms growing businesses already rely on, supported by BOOXkeeping’s established systems and nationwide expertise.
QuickBooksXeroOracleSmartsheetKronosZohoBirchStreet
Bring Alexis the mess. Leave with a clear next step.
Start with a free, no-pressure review of your books, your goals, and what would make running the business feel lighter.
Free review · No pressure · Response within one business day