Business Details
12 Years
experience
Your Trusted Partner for Bookkeeping Solutions in San Francisco
Founded in 2014, Easy Bookkeeping 123 was created to address the financial management challenges faced by small business owners. Drawing from over 15 years of hands-on entrepreneurial and accounting experience, including lessons learned from running a restaurant, we provide tailored bookkeeping solutions designed to reduce errors and streamline operations. Our services include QuickBooks setup, monthly bookkeeping, tax document preparation, and audit support, all delivered with a focus on accuracy and clarity. We specialize in transforming disorganized financial records into reliable systems, enabling clients to make informed decisions and focus on growth.With a proven track record of resolving over 1,000 recording errors and securing $2 million in PPP loan forgiveness, we combine technical expertise with personalized service to support businesses across the San Francisco Bay Area. Our commitment to collaboration with CPAs and adherence to compliance standards ensures seamless year-end tax preparations and long-term financial stability for our clients.
Services
QuickBooks Setup
Monthly Bookkeeping
Tax Documents Preparation
Bookkeeping Clean-Up
Audit Support
Details
- Year established: 2014
Highlights and features
- We offer over 15 years of hands-on bookkeeping experience.
- Our team provides customized financial reports for strategic decisions.
- We ensure 90% fewer errors in audit support.
- We specialize in QuickBooks setup and management.
- We have resolved over 1,000 recording errors for clients.
What people say
Peace of mind
Tremendous
Easy to work with
Highly recommend
Proactive problem-solving
Services
QuickBooks Setup
We configure QuickBooks to match your business structure, including company and chart of accounts setup. Our team imports existing financial data, customizes invoicing, and provides training to ensure seamless financial management from day one.
Monthly Bookkeeping
Our comprehensive monthly services include transaction recording, accounts payable/receivable, bank reconciliations, payroll processing, and financial statement preparation. We ensure accurate, up-to-date records to support informed business decisions and compliance.
Bookkeeping Clean-Up
We resolve historical errors, reconcile backlogged records, and organize disarrayed accounts. Our clean-up services restore accuracy to your financial data, reducing discrepancies by 99% and preparing your books for audits or tax filings.
Audit Support
We prepare error-free documentation and organize records for audits, reducing stress and ensuring compliance. Our expertise in audit preparation has helped clients achieve 90% fewer discrepancies during regulatory reviews.
Tax Documents Preparation
We collaborate with CPAs to ensure accurate year-end tax filings. Our services include organizing financial records, preparing required documentation, and streamlining communication to minimize errors and maximize tax efficiency.
People
Phoebe Tu
Founder
Phoebe Tu is a former restaurant owner turned bookkeeping expert with over 15 years of experience. After facing financial mismanagement challenges in her own business, she pursued formal accounting training and founded Easy Bookkeeping 123 to help entrepreneurs avoid similar pitfalls.
Questions
What bookkeeping services do you offer?
We provide QuickBooks setup, monthly bookkeeping, tax document preparation, bookkeeping clean-up, and audit support tailored to small business needs.
How do your services help business owners?
We reduce financial errors, save time, and provide clear insights through customized reporting, enabling data-driven decisions and business growth.
Can you handle complex bookkeeping challenges?
Yes, we specialize in resolving historical errors, reconciling backlogged records, and managing complex financial scenarios with 99% accuracy.
Do you work with businesses outside the San Francisco Bay Area?
While based in the Bay Area, we offer virtual services and have supported clients in Sacramento and other locations.
How do you ensure accuracy in financial records?
We combine QuickBooks expertise, meticulous reconciliation processes, and 90% fewer errors in audit preparations to maintain precise, compliant records.
