Certified, Expert San Jose Bookkeeping Services
Our Bookkeeping Services in San Jose
Set-up, Clean-up, or Catch-up
Whether you're a new business needing proper bookkeeping systems, behind on your financial tracking, or dealing with disorganized records, we're here to help. Our experienced team will establish efficient bookkeeping processes, bring your accounts up-to-date, and rectify any inconsistencies or errors.
Monthly Bookkeeping
Our Monthly Bookkeeping service provides ongoing financial management to keep your business on track. We handle your day-to-day financial tasks, ensuring your books are always accurate and up-to-date. Our experienced team will record and categorize transactions, reconcile bank statements, and prepare monthly financial reports.
A/R Management
Allow us to create and send professional, timely invoices to your clients, ensuring that all your products or services are billed correctly. Our team tracks payment due dates, sends polite reminders for overdue payments, and reconciles payments received. By streamlining your invoicing process, we help you get paid faster and reduce the time you spend on administrative tasks.
A/P Management
Our Bill Management service takes the hassle out of managing your business expenses. We streamline your accounts payable process, ensuring that all your bills are paid accurately and on time. Our team carefully reviews each invoice, confirms its accuracy, and schedules payments according to your processes and timeline.
Clean Books Every Month, Guaranteed
You will have a certified Chief Bookkeeping Officer assigned to your account to work on your books, master your unique processes, and be responsible for day to day servicing of your account.
With more than ten years supporting businesses, we know bookkeeping inside and out and have perfected our processes to be accurate, fast, and efficient.
During the initial review, your Chief Bookkeeping Officer will carefully look at your account to gain a full understanding of your situation and provide an onboarding plan to minimize your time commitment.
We will easily and efficiently help you get your books up-to-date and guarantee 100% clean, error-free books ready for taxes, loans, or performance analysis.
How It Works
We'll learn about your business and see if we’re the right fit to work together.
Your dedicated account manager will work closely with you to understand your business and tailor our services to your specific needs.
We’ll collect any documents and request any accesses we may need to get started on your bookkeeping.
Our team handles your financial tasks with precision and care while we keep your books up-to-date, ensuring accurate records and timely reporting.
We organize your finances and create detailed reports each month so that when tax time comes, you'll have all the information you need.
Feel confident in your numbers with organized financials that support your business decisions and satisfy lenders, investors, and the IRS.
Perks of Hiring a Professional Bookkeeper
When it comes to managing your business finances, the perks of hiring a professional bookkeeper extend far beyond just keeping your accounts in order. With our expertise and dedication, you can focus on growing your business while enjoying a multitude of benefits that enhance your financial health and peace of mind.
Our skilled and experienced bookkeepers utilize cutting-edge software and industry-leading practices to ensure your financial records are accurate, up-to-date, and compliant with all regulations. Say goodbye to the stress of poring over receipts and reconciling accounts after a long day, and hello to clear, organized financials that provide valuable insights into your business's performance.
Beyond maintaining accurate records, hiring a professional bookkeeper offers you the confidence of knowing your finances are in expert hands. Our meticulous attention to detail helps catch and prevent errors that could lead to costly mistakes or audits. You'll have access to timely and accurate financial reports, empowering you to make informed decisions about your business's future.
Our services also save you valuable time and resources, allowing you to redirect your energy towards what you do best – running and growing your business. Whether it's developing new products, nurturing client relationships, or strategizing for expansion, you'll have the freedom to focus on core business activities while we handle the numbers.
More Reasons to Choose Us For Bookkeeping in San Jose
Dedicated, US-Based Bookkeeping Team
Your expert, certified bookkeeper works on your books with our lead accountant and your dedicated Chief Bookkeeping Officer.
Unlimited CPA Collaboration
We provide unlimited communication and integration with your company’s CPA or tax advisor.
Bank-Level Security
We protect your important data with 256-bit SSL/TLS encryption, the same level of encryption you’ll find with online banking.
The Experts Your Business Deserves
We take pride in our team of expert, certified bookkeepers who are the backbone of our premier service in San Jose. Our professionals are not just skilled in numbers; they're passionate about helping businesses thrive through sound financial management. Each member of our team has undergone rigorous training and holds respected certifications in bookkeeping and accounting.
We understand that trusting someone with your business finances is a significant decision. That's why we go above and beyond to ensure our bookkeepers are not only technically proficient but also embody the values of integrity, confidentiality, and professionalism. Our team stays up-to-date with the latest industry standards, tax regulations, and bookkeeping software to provide you with cutting-edge service.
When you work with us, you're partnering with bookkeepers who have a wealth of experience across various industries in San Jose. This diverse expertise allows us to offer insights and solutions tailored to your specific business needs. We don't just crunch numbers; we interpret them to help you make informed decisions for your company's growth.
Our commitment to excellence extends to our customer service. We believe in clear communication and are always ready to answer your questions or address your concerns. With Bookkeeping San Jose, you're not just getting a bookkeeper; you're gaining a trusted financial ally who is invested in your business's success.
Let our expert, certified bookkeepers give you the peace of mind you deserve, knowing your finances are in capable and trustworthy hands.
Building Trust Across All Industries
Bookkeeping For Startups
Bookkeeping For Ecommerce
Bookkeeping For Construction
Bookkeeping For Real Estate
Bookkeeping For Small Business
Bookkeeping For Contractors
Bookkeeping For Restaurants
And More!
Our Exact Bookkeeping Process
Collect Necessary Financial Records
Financial records we may need include: bank statements, receipts, invoices, and other related financial information.
Input Financial Data into Accounting Software
Once we have all the financial information we need, we will begin inputing the data into your accounting software.
Categorize All Transactions
Next, we will begin categorizing each transaction within your accounting software according to your chart of accounts.
Ask Any Necessary Questions
We may need guidance on how to classify certain transactions at the start, but as our relationship develops we will need less and less extra info.
Reconcile Bank Statements
The bank reconciliation process entails matching each transaction in your books with what appears on your bank statement.
Deliver Tax-Ready Financial Statements
Receive error-free, tax-ready financial statements sent straight to your inbox each month for use with loans or other business transactions.
Your Premier Bookkeeping Company in San Jose
We pride ourselves on being San Jose's financial management experts, and our results speak for themselves. Our bookkeeping process is meticulously designed, comprehensive, and consistent. No matter which of our professional bookkeepers works on your accounts, you can expect the same high standard of service every time.
Serving San Jose and the surrounding areas, we always meet deadlines, maintain a professional attitude, and are ready to deliver the top-notch bookkeeping service your business deserves.
We understand that managing your finances can be a challenging task, and at Bookkeeping San Jose, we're more than happy to take that burden off your shoulders. Instead of spending your valuable time crunching numbers, let us transform your financial management into a streamlined, insightful process.
Our bookkeeping approach is both efficient and reliable, designed to minimize your effort and maximize accuracy. Your dedicated bookkeeper will start by assessing your current financial situation to determine the best strategy for your business. We'll work closely with you to understand your specific needs and preferences, ensuring our services are tailored to your business goals.
With Bookkeeping San Jose, you can rest assured that every aspect of your finances will receive the attention it deserves. We take a methodical approach, handling everything from daily transactions to monthly reconciliations and financial reporting.
Our commitment to excellence means you'll always have access to accurate, up-to-date financial information, allowing you to make informed decisions and focus on growing your San Jose business without worrying about the books.
More About Our Services
Bookkeeping Set-Up
Our Bookkeeping Set-Up service lays the foundation for your financial success. We'll establish a customized chart of accounts, set up your preferred accounting software, and implement efficient systems tailored to your business needs.
Clean-Up Bookkeeping
We'll meticulously review and organize your past financial records, correcting errors and filling in gaps. Our team will reconcile accounts, categorize transactions accurately, and bring your books up-to-date, giving you a clear picture of your business's financial health.
Catch-Up Bookkeeping
Our Catch-Up service is designed to bring your financial records up to speed quickly and efficiently. We'll process your backlog of transactions, reconcile accounts, and prepare necessary financial statements.
Monthly Bookkeeping
Our Monthly Bookkeeping service provides ongoing financial management to keep your business on track. We handle your day-to-day financial tasks, ensuring your books are always accurate and up-to-date.
Accounts Payable Management
Our Monthly Bookkeeping service provides ongoing financial management to keep your business on track. We handle your day-to-day financial tasks, ensuring your books are always accurate and up-to-date.
Accounts Receivable Management
Our Monthly Bookkeeping service provides ongoing financial management to keep your business on track. We handle your day-to-day financial tasks, ensuring your books are always accurate and up-to-date.
In Need of Help Beyond General Bookkeeping Services?
Payroll Management
1099 Management
Sales Tax Management
Custom Projects
Pricing
Starting at
For businesses looking for a clean, simple bookkeeping solution.
Starting at
For growing businesses looking for additional services and advanced reporting.
Custom Pricing For Any Situation
Our bookkeeping team is trained to handle even the most complex situations. If there is something specific you are looking for that isn't covered in our Pricing Plans, let us know and we will create a custom package to accommodate your situation.
Enjoy the Perks of Working With An Expert Team Who Cares
FAQ's
How much does outsourced bookkeeping cost?
We offer two pricing plans, the Simple Plan and the Advanced Plan. The Basic Plan starts at $295/month (not including any add-on features) and the Advanced Plan starts at $495/month (not including any add-on features).
Will I be stuck in a long-term contract?
No! We want you to stay with us because you enjoy our service, not because you signed a binding document. All services are provided month to month and can be canceled at anytime with a 30 day written notice.
What if I haven't touched my books in years?
No problem! Our certified, expert bookkeepers are prepared to handle even the most backlogged books.
What if IÂ don't have bookkeeping/accounting software?
No need to worry, our team will help get you set up with whatever you need.
Who handles my account?
You will have a Chief Bookkeeping Officer assigned to your account. This person will work on your account, master your unique processes, and be responsible for day to day servicing of your account.
Do you only work with a certain industry?
No! We work with companies of all sizes across many different industries, from solo-startups to established enterprises. No business is too big or too small, we want to help them all!
Which financial statements will I receive?
With the Simple Plan, you will receive a profit and loss statement and monthly balance sheet. With the Advanced Plan, we will tailor your reports based on your needs.
When will my financial statements be ready each month?
We start reconciling for the previous month once the completed bank statements have been received, so you will get your monthly financials around the 10th of each month depending on when we receive completed bank statements for each account.
Will you communicate with my CPA or Tax Advisor?
Yes. We provide unlimited communication and integration with the your company’s CPA or tax advisor.