Keeping The Books is comprised of highly qualified, experienced and dedicated bookkeepers. Although bookkeeping and payroll is our primary business, we integrate with your CPAs, EAs, Human Resources department and executive management team to ensure a hassle-free tax season. Our services go far beyond typical bookkeeping to include budgets, cash flow forecasting & financial statement analysis.
Keeping The Books strives to provide the very best value in bookkeeping on the Central Coast. Our "Fraud Proof" design ensures that our clients don't have any worries about their bookkeeping systems. We also understand the importance of trust, reliability and affordability. That's why every client receives the personal one-on-one attention they deserve, with guaranteed access to the current financials they need in order to make appropriate business decisions, whether or not they have any accounting software.
I earned my Business Degree from Cal Poly in 1999, moved to San Francisco and founded Keeping the Books as a side job that same year. At the time I was the Controller for American Wine Distributors on Pier 23, using QuickBooks all day every day while overseeing others using the software in a multi-user environment. As such, I was meticulous in drafting "Standard Operating Procedures" for every aspect of the company's financial management, and was credited with establishing the most efficient, streamlined bookkeeping system the company had ever seen. I soon realized that my methods were a valuable asset, and began consulting with small business owners in the Bay Area to increase their efficiencies and train them on their QuickBooks software.
Fast forward to 2002 when I moved back to San Luis Obispo and got married. Keeping the Books started slowly picking up local clients, eventually taking on staff and moving into the heart of Downtown SLO in 2007. We've been here ever since, and intend to remain here for the foreseeable future. When I'm not Keeping the Books, you can find me on the local golf courses and spending time with my wife and two beautiful daughters on the Central Coast. In addition I spend lots of time with my dogs, cats, pigeons and poultry on our family ranch in Edna Valley. As a Certified QuickBooks ProAdvisor, I have completed a rigorous and comprehensive QuickBooks curriculum developed by Intuit.
Jill has been with KTB since 2013 and has over 25 years of experience as a Full Charge Bookkeeper. She is our General Manager and is also a Certified QuickBooks Pro Advisor. Jill assists in all aspects of client onboarding and optimizing our service quotations to exceed the expectations of our clients without exceeding their budgets. She specializes in software conversions, installation, training and troubleshooting. Her skills are extensive and include all aspects of bookkeeping, payroll and government reporting. Jill’s attention to detail, efficiency and respected client relationships make her a valued member of the team. Jill comes to us from Bakersfield and when she's not Keeping the Books, she is enjoying her family and all our beautiful Central Coast has to offer!
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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.
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)
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!
Tobin at Keeping the Books is responsive and attentive to his client's bookkeeping needs, which makes our job easier.
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.
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.
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.
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 . "
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.
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.
|1108 Garden St. Suite 212
San Luis Obispo, CA 93401