Based in the San Francisco Bay Area, we specialize in QuickBooks Online cleanups, 1099 tracking, Tiller spreadsheet setup, and startup-friendly financial services.
We help small business owners, real estate investors, and startups clean up their books, streamline their systems, and stay tax-ready—without the overwhelm.
Whether you use QuickBooks Online or prefer a simpler setup like Tiller, we’ll meet you where you are.
Service pros who want accurate monthly financials without learning new accounting software
Real estate investors managing multiple properties and 1099s
Startup founders who need clean books to raise capital or grow right
Behind on your books? Need to get ready for taxes, funding, or peace of mind? We specialize in QuickBooks Online cleanup and reconciliation — fixing past mistakes, categorizing transactions, and getting your records clean, accurate, and tax-ready.
Our monthly bookkeeping packages are designed for businesses that want to stay current, compliant, and confident. We handle reconciliations, reports, and strategy check-ins — whether you have 30 or 500 transactions a month.
Just starting out? We’ll set up a streamlined bookkeeping system that fits your business model — whether you're pre-revenue or onboarding your first clients. We’ll help you choose between QuickBooks or Tiller, create a chart of accounts, and put workflows in place that make bookkeeping easy from day one.
Prefer spreadsheets over software? We’ll set up and customize your Tiller Money spreadsheet system to track business income, expenses, and cash flow. Ideal for freelancers, solo entrepreneurs, or startup founders who love visibility and flexibility.
We help entrepreneurs form their business entities the right way — from LLC formation and EIN registration to state filings and basic compliance steps. You’ll get guidance and done-for-you setup so you can launch with confidence, knowing your paperwork is correct and your foundation is solid.
We’ll track your contractor payments all year, ensure accurate records, and handle all your 1099 filings — including e-filing with the IRS and sending forms to your contractors. It’s bookkeeping made compliant and easy.
Book a free Clarity Call and we’ll figure it out together. Whether you need help catching up, starting fresh, or staying organized, we’re here to help you get — and stay — in the black.
1. Clarity Call – We assess your needs, no pressure
2. We Do the Heavy Lifting – You get organized books
3. You Stay in Control – Stay tax-ready and stress-free
Let’s find the best setup for your finances that works for you.
Serving business owners and investors across the San Francisco Bay Area, including Lafayette, Concord, Oakland, Walnut Creek, and beyond.
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