Safety & Security

To be sure the vast majority of bookkeeping professionals are honest practitioners. However, there have been cases of fraud and theft within our profession like any other. Over the years we have come to find that there are common areas of opportunity for most of these abuses of trust. After identifying these areas of opportunity we set out to ensure that we never allow any Keeping The Books employee in those areas. We have a set monthly fee, we don't sign checks and do not handle your bank deposits. Those sensitive areas remain under your control.

Most Common Areas of Fraud

Over billing or overstating hours.
Using company checks for "Other" expenses.
Stealing cash from deposits then forging the bank reconciliation.
Online Banking Fraud using "Bill Pay" etc.

KTB's Fraud Proof System

We charge a flat monthly rate for services - no surprises, no padding hours.
We don't sign checks, however we do prepare them for your signature.
We don't handle your cash, or go to your bank for you. You deposit your money, we record the transactions.
Unless specifically asked to obtain transaction details from the internet we refuse to utilize your private login information to access your financial institution's websites and conduct transactions.

At Keeping The Books we are not only good at our jobs, but we are passionate about building long-term relationships with our clients, saving them money and securely maintaining their books.

Get A Quote

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

From Our Clients

A Great Crew!

Tobin and crew are great! This is my first year in business and I have needed a lot of help. KTB was always there to answer questions. KTB has been an asset to my business.

Swift & Helpful

Tobin and his crew are swift and very helpful. they have a focus on creating a system that works for your specific business to streamline the process. I manage a large business with extreme high inventory volume and I feel the books are in good hands. (From Yelp)

Adds Value to Every Client

We have many clients in common. Tobin is professional, knowledgeable and adds value to every client he works with. If you are serious about improving the infrastructure of your company, I would strongly recommend Keeping the Books!

Responsive & Attentive

Tobin at Keeping the Books is responsive and attentive to his client's bookkeeping needs, which makes our job easier.

I Feel Confident with Keeping The Books

I feel confident in the bookkeeping reports prepared by Keeping the Books, and appreciate the efficiency and expediency of their service. Having them involved in a client's bookkeeping makes tax preparation and business decision making a much easier task.

Very Professional & Functional

I would highly recommend using Keeping the Books. I have always had a pleasant encounter with them. The accounting and data received has been very professional and functional. I will continue to use their services and am happy to recommend them to others.

Dependable

Keeping the Books has done an outstanding job for my clients in San Luis Obispo. The efficiency, timeliness and dependability of their work makes my job so much easier.

Tax Preparation Made Easy

If I could some up my experience with Tobin's work I would simply state the following: "Tax preparation made easy when the accounting records are maintained by Keeping the Books . "

Excellent For Our Business

Tobin and his staff at Keeping The Books has been excellent for our business. They are very reliable and professional. We are pleased to have them keeping our books.

Management & Leadership

As a lawyer I passionately strive to help my clients search and destroy their legal problems. Keeping the Books utilizes the same professional philosophy. As their client, I am completely satisfied with their bookkeeping management and leadership.

More Testimonials

Our Location

	1108 Garden St. Suite 212 San Luis Obispo, CA 93401
	(805) 549-0002