Accounting, Taxes and Virtual CFO For San Antonio Businesses

Yes. The Texas Franchise Tax (Margin Tax) applies to most business entities doing business in Texas, and we handle the annual Texas Franchise Tax report and public information report as part of our service. For San Antonio businesses with federal government contracts, we understand the added complexity of allowable and unallowable cost tracking, indirect rate structures, and the financial reporting requirements that come with federal acquisition regulations. We also handle multi-state income tax filings for San Antonio companies with revenue or operations in other states.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in the platforms you already use, primarily QuickBooks and Xero, and layers AI-powered automation and real-time reporting on top. AI captures invoices, bills, and receipts, categorizes every transaction, and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal and handle everything from there.

Data security is foundational to how CrownGlobe operates. We require a Non-Disclosure Agreement signed by CrownGlobe and a separate NDA executed with each employee who works on your account. Logical protections include antivirus and malware software, sophisticated firewalls controlling all inbound and outbound data, and removable storage devices blocked on all workstations. Employees log in only from authorized IP addresses and access records only from secured office premises. We enforce user-level permissions, maintain CCTV surveillance, thumbprint access, and diskless computers to prevent any unauthorized copy or removal of client data.

You get a dedicated team with a bookkeeper who handles your day-to-day transactions, an accountant who reviews and closes your books each month, and a senior reviewer who signs off before anything goes out. CrownGlobe operates with US leadership and a global execution team, structured onboarding, and defined SLAs. Your team stays consistent month after month, building the context about your business that generic outsourced services never develop.