Phone (510) 781-0300
Fax (510) 781-0303

Bookkeeping Services

Don't let disorganized numbers slow your business down. With our meticulous bookkeeping services, you'll always have the right information at your fingertips — empowering you to focus on what truly drives your success.

01

Client Portfolio Management

Thorough oversight of assets, liabilities, equity, and client bank accounts.

02

Account Recording and Reconciliation

Precise tracking and reconciliation of debit, credit, loan, and payroll accounts.

03

Accounts Payable and Receivable

Efficient management of payables and receivables, with detailed reports for client approval.

what we handle

Financial Statement Preparation

Customized financial statements prepared monthly or quarterly.

Sales Tax Reporting and Submissions

Accurate tracking and reporting of sales data — we compile, verify, prepare and file your sales tax returns, preventing costly penalties.

Closure Checklist

Thorough annual, quarterly and monthly checklist application for effective control.

Financial Information Control

Efficient financial data management across platforms, issuing timely reports and meticulously tracking them for client validation.

Platform Mastery

Proficiency in various client-related platforms such as Sales Apps, Bank Apps, PR Apps, etc.

Bilingual Support

Assistance provided in both English and Spanish.

more services

Tax Season Support

Assistance and management during tax season.

Special Case Support

Support for special cases via calls and emails.

Invoicing & Payments

Efficient invoicing and payment tracking.

1099 Reporting

Tracking and filing of 1099 reports.

meet the bookkeeping team

Jorge Vera

Senior Bookkeeper
jorge@booksntaxes.com +1 925 466-3148

Delia Arca

Senior Bookkeeper
delia.arca@booksntaxes.com +1 925 466-3153

Natalia Espinoza

Junior Bookkeeper
natalia.espinoza@booksntaxes.com +1 510 447-4566

Give us a call and find out how flexible we are to meet your needs — providing a customized solution that will help you grow your business.

Make an appointment