Financial Services That Help Your Business Grow

We’re based in the Bay Area and work closely with businesses in Cupertino, San Jose, Mountain View, Sunnyvale, Palo Alto, San Francisco, Berkeley and neighboring communities. In addition, we offer fully remote bookkeeping, payroll, and consulting services to clients anywhere in California, so location is never a barrier to working with us.

Our fees vary depending on the scope and complexity of your needs— things like monthly transaction volume, number of employees, specialized reporting, and any additional consulting or cleanup work. During your free consultation, we’ll review your requirements and provide a transparent, custom quote that fits your budget.

We work daily in QuickBooks Online, Xero, FreshBooks, and Wave, and we’re comfortable adapting to most other cloud accounting tools. If you’re already on a platform you love, we’ll integrate with it—no need to migrate unless you want to.

Catch-up and clean-up projects are a core part of our service. We’ll import your historical bank and credit-card data, recategorize transactions, reconcile every account, and correct any posting or sales-tax errors. Once the books are up to date, we’ll generate year-end financial statements and hand you tidy, audit-ready records—perfect for tax filing or lender requests. Whether you’re a few months behind or several years, we can get you current and keep you current going forward.

Standard clients receive monthly financial reports including profit & loss statements, balance sheets, and cash flow reports. We can customize reporting frequency based your needs. All reports are delivered electronically with clear explanations to help you understand your financial position.

Absolutely. We use bank-level 256-bit encryption, secure cloud storage with multi-factor authentication, and routine encrypted backups. Access is limited to authorized team members who receive regular data-privacy training. We’re happy to sign NDAs, and you retain full ownership of your data at all times.