Bookkeepers in Bay Area, CA

With over 15 years of experience as a corporate accountant—from global defense firms to small businesses—I’ve developed a deep passion for helping people through the power of accounting and tax solutions. Running a business is stressful. Hiring help shouldn't be. And keeping up with ever-changing tax laws and compliance rules? That’s our job. Let us take the weight off your shoulders so you can focus on growing your business. Business Services Specialization: • Monthly Bookkeeping: • Accounts Receivable & Payable (A/R & A/P) • Bank and Credit Card Reconciliations • Financial Reporting & Insights • Payroll Processing & Compliance • Individual Services: Personal Tax Preparation: • Tax Planning & Strategy • Mid-Year Tax Reviews I’m a certified QuickBooks ProAdvisor and Xero Certified Advisor, with hands-on experience in larger ERP systems including Epicor and NetSuite. Let’s simplify your finances—contact me today for reliable, experienced accounting and tax support.

I am a CPA with over 22 years of experience in public accounting. I enjoy working with clients who are actively growing their business. Services I provide include: -Tax Preparation -Tax Planning -QuickBooks Pro-Advisor -Financial Statement Preparation -Business Advisory -Bookkeeping

Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts. Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us. Services offered: - Individual Tax Preparation ($700 min) - Tax Planning ($1500 minimum per year) - Social Security Consultations ($1400 yr/1, $700 subsequent) - Personal Financial Planning ($1500 minimum per year) - Bookkeeping ($300 min per month) - Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o) - Tax Resolution ($1500 min) Our process prices in: -Initial Consultation -Information Gathering -Performing Requested Work -Follow Up Meetings as Needed -Compliance Guidance

I have 7 years of combined education and accountancy experience while also holding a CPA license. The goal of my firm is simple. Provide high-quality trusted accounting and tax solutions to small businesses and individuals. My expertise is centered around QuickBooks Online, ensuring your financial records are accurate, organized, and insightful. I specialize in: QuickBooks Online Setup & Cleanup: Establishing a strong, clean foundation for your financial data. Ongoing Bookkeeping & Reconciliation: Meticulous tracking, categorization, and reconciliation of all bank, credit card, and loan accounts. Tax Preparation & Planning: Stress-free tax filing and proactive planning to ensure compliance and minimize liability. Payroll System Integration: Seamless integration of Gusto or ADP with QuickBooks Online. Accounts Management: Efficient handling of accounts receivable and payable. Strategic Financial Insights: Moving beyond basic bookkeeping to provide strategic analysis that informs crucial business decisions. I understand the challenges businesses face, and my goal is to simplify your financial management, allowing you to focus on what you do best. You’ll also benefit from secure access to a client portal for seamless collaboration and quick support whenever you need it. Whether you’re looking for ongoing support, a one-time cleanup, or strategic financial and tax guidance, I’m committed to delivering accurate, timely, and actionable financial solutions. Let’s discuss how I can help you achieve financial peace of mind and drive your business forward.