In short: everything you wish someone else would manage.

We handle your monthly bookkeeping, reconcile accounts, manage invoicing and bill pay, organize AP and AR, and deliver clean financials that are ready for tax season and ready for smarter decisions.

We support a wide mix of San Jose businesses including contractors, dental and healthcare practices, agencies, real estate investors, e-commerce and SaaS operators, retail, professional services, hospitality, and service-based founders across the South Bay.

You focus on the work you enjoy. We keep the financial side simple, accurate, and stress-free.

San Jose revenue cycles can be anything but predictable. Startup swings, contract work, professional services seasonality, real estate closings, and subscription-based models all create peaks and valleys.

Flat-rate pricing gives founders predictable costs without surprise add-ons or hourly spikes.

We size plans based on transaction volume and complexity, and it often ends up more cost-effective than hiring in-house once you factor in wages, payroll taxes, software, training, and turnover—especially in the Bay Area talent market.

A quick look at your books is all we need to recommend the right plan.

We work with your CPA—especially during tax season when everyone is buried. Clean books make filing faster, smoother, and easier on the budget.

If you already have a CPA you trust, we keep them happy.

If you do not, we can recommend Bay Area tax professionals who understand founder realities, real estate, and small business needs.

Absolutely. Many San Jose clients come to us at that stage.

DIY bookkeeping works… until it suddenly does not.

We handle cleanup, catch-up, reclassification, and QBO setup so your financials reflect what is actually happening in the business.

No judgment—just a clean reset and clarity going forward.

Hiring a bookkeeper in San Jose (or anywhere in the Bay) can be expensive and competitive. Most small businesses do not have full-time bookkeeping needs, so part-time roles often struggle with consistency.

Outsourcing gives you accuracy, continuity, and expertise without staffing headaches. You get a dedicated bookkeeping team and consistent reporting, and you only pay for the support you actually need.