Business Details
23 Years
experience
Trusted Bookkeeping Services for Small Businesses
With over two decades of experience in accounting, we specialize in providing tailored bookkeeping solutions for small to medium-sized businesses, particularly in the e-commerce sector. Our team of Certified Bookkeepers and QuickBooks ProAdvisors is committed to helping clients focus on their core operations while ensuring financial accuracy and efficiency. We offer both on-site and remote services, utilizing modern tools like QuickBooks Online to streamline accounting processes.Our expertise spans general bookkeeping, e-commerce transaction management, financial record clean-up, and controller services with customized oversight. We prioritize building long-term relationships through personalized support, transparent communication, and continuous professional development to stay at the forefront of industry best practices.
Services
General Bookkeeping
E-Commerce Bookkeeping
QuickBooks Setup
Bookkeeping Clean-up
Controller Services
Details
- Year established: 2003
Highlights and features
- 20+ years of accounting and bookkeeping expertise
- Certified professionals with industry-recognized credentials
- Customized solutions for e-commerce and traditional businesses
- Flexible on-site and remote service options
- Commitment to continuing education and process improvement
Associations and certifications
- Certificate in Advanced Accounting Proficiency (CAAP) from Santa Clara University
- Advanced Certified QuickBooks Online ProAdvisor Certificate
- Shopify Bookkeeping Method Certificate from 5 MB Academy
Services
General Bookkeeping
Our general bookkeeping service provides customized financial management solutions tailored to your business needs. We handle vendor bill entry, payroll processing, ledger maintenance, and account reconciliation to ensure accurate financial records. This foundational service supports businesses in maintaining compliance and making informed financial decisions through detailed reporting and analysis.
E-Commerce Bookkeeping
Specialized bookkeeping for e-commerce businesses managing high transaction volumes across multiple platforms. We track sales tax, reconcile digital payment accounts, and maintain accurate receivables/payables ledgers. Our service ensures proper financial tracking for online retailers experiencing rapid growth through marketplace sales and subscription models.
QuickBooks Setup
Comprehensive QuickBooks implementation services to establish efficient financial systems for new businesses. We create customized chart of accounts, set up vendor/customer records, and configure automated transaction rules. Our experts ensure proper software configuration for accurate financial reporting and streamlined accounting processes from day one.
Bookkeeping Clean-up
Corrective service for businesses with disorganized financial records. We analyze historical data for inconsistencies, complete overdue reconciliations, and generate accurate financial statements. This service identifies process inefficiencies and implements improvements to support business growth through reliable financial information.
Controller Services
Comprehensive financial management with strategic oversight for growing businesses. Our controller services include cash flow forecasting, revenue analysis, and operational financial planning. We combine bookkeeping fundamentals with advanced financial strategy to support business decision-making and long-term growth planning.
Questions
What accounting software do you work with?
We specialize in QuickBooks Online but can work with most major accounting software platforms to meet your business needs.
Do you serve local businesses only?
While we serve local East Bay businesses with on-site services, we also provide remote bookkeeping support to clients nationwide.
How do you handle e-commerce transaction volume?
Our e-commerce specialists manage high-volume transactions across platforms like Shopify, Amazon, and eBay with automated reconciliation processes.
What experience do you have with small businesses?
With over 20 years serving small to medium businesses, we understand the unique financial challenges faced by growing companies.
How are your bookkeeping packages priced?
We offer tiered packages based on transaction volume and customized solutions for unique business needs, with pricing determined during consultation.
Can you help with financial reporting?
Yes, we generate accurate financial statements and customized reports to help business owners track performance and make informed decisions.
