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Bookkeeping Services

Our services are well rounded and backed up by our dedication to supplying the best possible customer service and a 30 Day Satisfaction Guarantee! That means we will set up your account and work for you for an entire month and unless you are completely happy working with us, you don't ever pay a cent.

Keeping the Books handles the books for all types of small businesses. However, we are especially proud of our success in the retail, restaurant and small service based industries.

We will work with your in-house staff to provide organized paperwork for your files and all reports are available in Excel, PDF or Quickbooks via e-mail for your convenience.

Accounting

  • Accounts Receivable
  • Accounts Payable
  • Credit Card Reconciliation
  • Bank Reconciliation
  • Full Payroll Services
  • Check Registers
  • Federal & State Payroll Tax Payments
  • Financial Statements
  • Customized Reports
  • Detailed General Ledgers
  • Budget Preparation
  • Monthly, Quarterly and Annual Payroll Reports
  • Sales Tax Filings

Additional Services

  • Bookkeeper's Review (Comprehensive review of your existing bookkeeping system)
  • Quickbooks Set-Up and Training
  • Pickup & Delivery of Financial Documents
  • Onsite & Offsite Services
  • Secure File Maintenance
  • Data Storage
  • Consultations
  • Financial Statement Analysis
  • Financial Ratios Analysis
  • Vendor Term negotiations
  • Collections (Mild)

Fill out our online form and we will get back to you within 48 hours.


"Tobin is exactly what we were hoping to find. We feel lucky to have found him."

Joyce Connelly & Fred O'Toole
Bel Frites
Downtown SLO

"When Tobin came to us in 2002, we had a big mess for our books. He took the time to set things straight and keep them that way..."

Stephan Kennedy
Lesco Automotive Industries
San Luis Obispo

"He is extremely organized, efficient with his time, knowledgeable, has great follow-thru, and is always proactive in finding ways to help improve our finances."

Bryan Sarlitt
TechXpress, Inc.
San Luis Obispo

"It's so easy working with Tobin. He keeps a reliable schedule and a close eye on my AP and finds ways to SAVE me money as well."

Dave Shepard
German Parts & Restoration
San Luis Obispo

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