Business Details
37 Years
experience
Your Trusted Bookkeeping Association in San Francisco
Founded in 1989, the Peninsula Bookkeepers Association has served as a vital resource for bookkeeping professionals across the San Francisco Bay Area. Our organization was established to foster collaboration, education, and mutual support among individuals providing bookkeeping, accounting, and tax services. Through monthly meetings featuring expert speakers, networking opportunities, and group discussions, we address the evolving needs of our members and the broader bookkeeping community. Our membership includes self-employed professionals, aspiring entrepreneurs, and employees of private companies who benefit from shared knowledge and industry insights. We prioritize professional growth through leadership roles on committees such as Education, Marketing, and Program Development.Our calendar of events showcases specialized topics ranging from tax law changes to IT security best practices tailored for bookkeepers. By connecting members with resources like payroll guidance, software training, and compliance updates, we empower professionals to deliver exceptional service to their clients. Our commitment to continuous learning is demonstrated through partnerships with technology providers and industry experts who present at our gatherings. With decades of collective experience among our members, we maintain a strong focus on adapting to regulatory changes and technological advancements in financial management. Our association remains dedicated to elevating professional standards while providing practical solutions for day-to-day bookkeeping challenges.
Services
Bookkeeping Support
Tax Preparation
Payroll Services
Accounting Software Training
Financial Planning
Details
- Year established: 1989
Highlights and features
- We offer over 30 years of experience in bookkeeping support
- Monthly meetings feature industry-specific expert speakers
- Access to specialized training on accounting software tools
- Networking opportunities with Bay Area professionals
- Commitment to professional growth through committee involvement
Services
Bookkeeping Support
Professional bookkeeping services maintain accurate financial records for small to mid-sized businesses. Our certified experts handle daily transactions, account reconciliations, and financial reporting. Services adapt to construction, real estate, and legal industry requirements while ensuring compliance with current regulations.
Payroll Services
Comprehensive payroll management covers employee payments, tax withholdings, and regulatory filings. Our specialists handle California-specific requirements including wage classifications and benefits administration. Services integrate with accounting systems to maintain accurate financial records.
Tax Preparation
Expert tax preparation services cover individual, business, and trust returns. Professionals stay current with changing tax codes including recent Secure Act provisions and PPP forgiveness requirements. Services include strategic planning to optimize tax outcomes.
Accounting Software Training
Certified trainers provide QuickBooks Pro/Desktop and Online instruction tailored to business needs. Training covers system implementation, data analysis, and integration with other financial tools. Sessions help businesses maximize accounting software capabilities for improved efficiency.
Financial Planning
Strategic financial planning services help businesses achieve growth objectives through cash flow analysis and budgeting. Professionals assist with retirement planning, entity structuring, and long-term financial strategies aligned with client goals.
People
Sue Keddington
President
QuickBooks Pro Advisor with 15 years corporate experience and 9 years consulting. Specializes in construction, real estate, and family trusts. Attends industry conferences to stay current with technological advancements.
Andrea Hildebrand
Member
Offers financial planning and tax preparation services. Combines bookkeeping with tax activities for personal and business clients. Provides comprehensive financial solutions through integrated accounting approaches.
Keri Jay
Member
Experienced bookkeeper with expertise in QuickBooks platforms. Serves diverse industries including non-profits and education. Focuses on accurate financial record-keeping and software implementation for small businesses.
Diana Kovacs
Member
Certified QuickBooks Pro professional with 20+ years experience. Specializes in non-profit and law firm accounting. Manages payroll, HR, and compliance requirements while maintaining IOLTA accounting standards.
Brenda McCormick
Member
Law firm bookkeeping specialist with 30+ years legal industry experience. Provides full-cycle accounting and State Bar compliance services. Certified in both QuickBooks Online and Desktop platforms for legal financial management.
Questions
What benefits does PBA membership provide?
Members gain access to monthly educational meetings, networking opportunities, specialized training, and industry resources tailored for bookkeeping professionals.
How often are PBA meetings held?
We host monthly meetings featuring expert speakers and roundtable discussions on current bookkeeping topics and challenges.
What accounting software expertise is available?
Our members work with QuickBooks Pro/Desktop, QuickBooks Online, NetSuite, Excel, and other platforms used in modern bookkeeping practices.
Are there opportunities for professional development?
Yes, members can serve on committees, participate in leadership roles, and attend training sessions on evolving financial regulations.
What geographic areas does PBA serve?
Our membership primarily includes professionals from the San Francisco Bay Area, including Peninsula and South Bay communities.
