About Business Consulting
Most consultants hand you a strategy deck and walk away before tax season proves whether it worked. Jacob Reyes builds your plan and files your return, so every recommendation gets checked against the numbers a year later.
That loop matters for San Antonio's small business base — construction subcontractors on the I-35 corridor, home-service operators, retail shops along Broadway and Blanco, and side businesses turning into full-time operations. Each has different cash flow timing, different entity needs, and different blind spots.
Consulting here covers entity structure, pricing and margin, cash flow forecasting, and the operational decisions that show up on next year's Schedule C or 1120-S — not generic frameworks pulled from a business book.
Built for business consulting
Advice tied to your actual tax return
Recommendations get tested against what you filed last year and what's coming next, not a generic template.
One person, one file
Bookkeeping, payroll, and tax prep run through the same office, so consulting sessions work from real numbers instead of estimates.
Entity and structure guidance grounded in Texas rules
Franchise tax thresholds, Texas Comptroller filings, and entity choice (LLC, S-corp election, sole prop) get weighed against your actual revenue, not a rule of thumb.
Built for owner-operators, not enterprises
Sessions are sized for a business owner running the day-to-day, not a corporate strategy engagement with a six-figure retainer.
Signs you need business consulting
- You're not sure if you should be taxed as an LLC, S-corp, or sole proprietor at your current revenue
- Cash flow feels tight even in months when sales are strong
- You're about to hire your first employee or 1099 contractor and don't know what changes
- Pricing hasn't kept up with costs and you can't tell why margin keeps shrinking
- You're planning to bid on larger contracts and need your books and structure ready for it
- Last year's tax bill surprised you and you want to plan ahead instead of reacting
The business consulting process
- 01
Intake review
We go through your last tax return, current bookkeeping, and how the business actually runs day to day.
- 02
Identify the gap
Pinpoint whether the issue is entity structure, pricing, cash timing, or overhead — usually it's more than one.
- 03
Build the plan
Specific, sequenced steps — not a list of best practices — with target dates tied to your filing calendar.
- 04
Implement alongside bookkeeping and payroll
Changes get built into your existing books and payroll setup so they're not a separate side project.
- 05
Check against the return
At filing time, we confirm what worked and adjust the plan for the next year.
What drives the cost
Scope of the engagement
A single-session review of entity structure and pricing costs less than an ongoing quarterly advisory relationship. Scope is set upfront before any work starts.
Business complexity
A sole proprietor with one revenue stream is a shorter engagement than a multi-entity business with employees, contractors, and multiple locations.
How current the books are
If bookkeeping is behind or disorganized, cleanup usually has to happen before consulting recommendations can be built on solid numbers.
One-time vs. ongoing advisory
A one-time structure or pricing review is quoted flat. Ongoing monthly or quarterly advisory is quoted as a recurring engagement, often bundled with bookkeeping.
Every consulting engagement is quoted after the intake review, once we know the scope and the state of your books — no flat rate is quoted blind.
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Frequently asked questions about Business Consulting
Before you file
Frequently asked questions
It depends on scope and how current your books are — a one-time entity or pricing review is quoted differently than ongoing quarterly advisory. You'll get a clear quote after the intake review, before any work begins.
Sometimes it's just bookkeeping. Part of the intake review is figuring out whether the real problem is missing numbers, a structural issue like entity choice, or a pricing gap — we won't sell you consulting you don't need.
Most engagements start with an intake review scheduled within a week. If you're facing a near-term decision — a hire, a bid deadline, an entity change before year-end — say so when you reach out and we'll prioritize it.
It depends on your revenue, how much you pay yourself, and Texas franchise tax exposure. There's no universal answer — we run the numbers on your actual return before recommending a structure change.
Yes, and earlier is better. Structure and cash flow decisions made before a big commitment are cheaper to get right than ones made after.
Yes, across the broader San Antonio and Texas area. Many sessions can be handled remotely once the intake review is done.
Both are available. Some owners need a single structure or pricing review; others prefer quarterly check-ins tied to bookkeeping and tax planning throughout the year.
No — for most clients, consulting, bookkeeping, and tax prep run through the same office, so the advice and the filed return stay consistent instead of coming from two disconnected sources.
Related services
Book a business consulting session and get a plan tied to your real numbers
Get a flat quote in writing before any work begins — individual returns, business filings, bookkeeping and payroll.