Expert Accounting Services for Small Businesses in San Jose

Comprehensive Accounting Services

Dedicated accounting solutions for small businesses in San Jose, ensuring financial clarity and growth.

Monthly Bookkeeping Support

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

Accurate and up-to-date bookkeeping is essential for any small business. With my bookkeeping services, I help you stay on top of your financial records, ensuring everything is properly tracked and organized. From recording daily transactions to reconciling accounts, I handle the details so you can focus on running your business..

An old-fashioned cash register or adding machine is situated on a counter surrounded by shelves filled with books. The background is slightly blurred, suggesting a cozy, retro environment that might be a bookstore or library.

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Financial Planning, Reporting, & Analysis

Navigating the financial landscape of your small business can be challenging, but with the right financial planning and analysis, you can make smarter decisions and drive your business forward.

From budgeting and forecasting to financial performance analysis, I offer clear insights into your financial health. Together, we’ll identify areas for improvement, set realistic goals, and develop actionable strategies to ensure your business stays on track, even in unpredictable times.

Stay connected and build stronger relationships with your clients through efficient communication management. We can help small businesses organize, track, and streamline client interactions to improve response times, maintain professionalism, and enhance customer satisfaction.

Vendor/Customer/Client Communication

A close-up of a printed financial newspaper or report featuring numbers and text organized in columns and rows. There is a percentage symbol placed within a red circle on a green background, possibly indicating financial data or statistics.

Stay in control of your finances with our hassle-free credit card and expense management solutions. We help you track spending, automate reports, and simplify expense approvals— manually or 3rd party products - so you can focus on growing your business.

✔ Real-Time Expense Tracking – Know where your money is going instantly.
✔ Automated Reporting – No more manual work, save time and reduce errors.
✔ Easy Receipt Management – Snap, upload, and store receipts digitally.
✔ Custom Spending Controls – Set limits and enforce policies effortlessly.
✔ Seamless Accounting Integration – Sync with your bookkeeping tools.

Credit Card & Expense Management

Need a One-Time-Service?

Sometimes, businesses do not need full time accountants on a recurrent basis. Didn't see what you were looking for? Send a message to see if we can still help.

One Time Clean Up Service

Struggling with messy financial records? We specialize in clean-up bookkeeping to organize, correct, and update your financial records. Whether you’re behind on reconciliations, have non-categorized transactions, or need to prepare for tax season, we’ll get your books back in order.

✔ Catch Up on Past Transactions – Organize and reconcile old records.
✔ Fix Errors & Inconsistencies – Correct miscategorized expenses and discrepancies.
✔ Prepare for Tax Season – Ensure accurate, audit-ready financials.
✔ Streamline Your Books – Set up proper processes for future success.

Let us clean up your books so you can focus on running your business with confidence!

Audit Support

Custom Report Preparation

Unlock the full potential of your financial data with our Custom Reporting Services, designed to give you clear, actionable insights. We create tailored reports using, ensuring you have the right data at your fingertips to make informed business decisions. Whether recurrent or a one time service, we can help you make data-driven decisions.

Prior reports include but are not limited to:

✔ Financial Statements – In-depth Profit & Loss Statement, Detailed cash flow reports
✔ COGS by Product Type – Understand your cost of goods sold for better pricing and profitability analysis
✔ Revenue by Product Type – Analyze sales trends and revenue streams to optimize business growth
✔ Tax Preparation Reports – Organized financial data for tax filing
✔ Custom KPI Reporting– Visualize key business, Applicable to Business type

Excel – Detailed spreadsheets for in-depth analysis
PowerPoint – Professional presentations for stakeholders
QuickBooks – Direct integration with your accounting system
Power BI & Tableau – Interactive dashboards for real-time data insights

Going through an audit can be stressful, but with our expert audit support, you don’t have to face it alone. We provide thorough assistance to ensure your financial records are accurate, organized, and compliant. Whether you need help gathering documents, reconciling accounts, or communicating with auditors, we handle the details so you can focus on your business.

Our audit support includes:
✔ Reviewing and organizing financial records
✔ Identifying and correcting discrepancies
✔ Preparing required documentation
✔ Assisting with auditor requests and inquiries
✔ Providing guidance to ensure compliance