Bookkeeping

Take charge of your books to fuel your success.

At San Diego Business Advisors, our focus is helping you meet your short- and long-term goals. We know competent, consistent bookkeeping is the key to business success. Having accurate and professionally prepared financial documents enhances your understanding of the health of your business and guides your decisions. They also provide creditors and banks with the information they need to help your business grow. Our services are customized to your specific needs, and can include any or all of the following, and more:

  • 1099 service
  • Accounts receivables and payables
  • Aging and vendor reports
  • Balance sheets
  • Bank and credit card reconciliation
  • Data entry
  • Profit and loss sheets
  • Sales tax service
  • Secure data exchange

Our process is all about you and your business, so we start with a conversation, speaking to you one-on-one to make sure we know which tasks you want us to work on. You may ask us to assume all your bookkeeping responsibilities or you may just need help with a few of the more complex and time-consuming tasks. Whichever route you choose, rest assured that outsourcing these services to us will provide you with high-quality, meticulous bookkeeping services for far less than the cost of hiring an in-house professional.

“Excellent customer service. Provides the best tax answers. We recommend him to family and friends.”

—Irene P, San Diego CA

“Has great ideas. Knowledgeable with the latest tax laws and fast turnaround time on your tax return.”

—D H, San Diego CA