Woman owned and operated small business helping people in the Bay Area with key strategies that sustain the business.
Professional Bookkeeping Services for San Francisco & Bay Area Businesses
We combine AI-powered bookkeeping with experienced financial professionals to keep your books accurate, organized, and tax-ready — serving startups and businesses across San Francisco, Oakland, Palo Alto, San Jose, and the greater Bay Area.
Trusted by founders, agencies, and consultants throughout the San Francisco Bay Area — from SOMA and the Mission to Oakland, Berkeley, Palo Alto, and San Jose. Clean books, accurate reporting, and dependable monthly financial management — so you always know where your business stands.
Bookkeeping and financial operations.
Everything San Francisco and Bay Area businesses need to keep books clean, reporting sharp, and financial operations calm — delivered by a local team that responds.
Monthly Bookkeeping
Reconciliations, general ledger, categorization, and a clean monthly close — every month, on time.
- Monthly reconciliations
- General ledger management
- Bank & credit card reconciliations
- Categorized transactions
- Monthly close
QuickBooks Online
Setup, cleanup, migration, and ongoing maintenance of QuickBooks Online — done right.
- QuickBooks setup
- Historical cleanup
- Migration from spreadsheets
- Chart of accounts optimization
- Monthly maintenance
Catch-Up Bookkeeping
Months or years behind? We'll organize, reconcile, and bring your books completely up to date.
- Historical reconstruction
- Backlog reconciliation
- Cleanup diagnostics
- Structured catch-up plan
Financial Reporting
A monthly reporting package your team, board, and investors can actually rely on.
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Executive dashboard
- Monthly reporting package
Payroll Coordination
We coordinate payroll, contractor payments, and year-end reporting alongside your bookkeeping.
- Payroll support
- Contractor payments
- 1099 preparation
- Employee setup
- Payroll reporting
Accounts Payable
Vendors paid, bills tracked, receipts organized — with clean approval workflows.
- Vendor management
- Bill pay workflows
- Expense management
- Receipt organization
- Approval systems
Startup Financial Operations
The finance layer venture-backed founders need to answer board and investor questions with confidence.
- Burn rate reporting
- Runway calculations
- Budget planning
- Cash flow forecasting
- Board reporting
- Investor-ready financials
Built for the businesses shaping the Bay Area.
From venture-backed AI companies in SoMa to law firms in the Financial District and medical practices in Oakland and Palo Alto, we speak the language of your industry.
Built for growing businesses.
Unlike traditional bookkeeping firms, we focus on helping business owners understand their numbers — not just organize them. We're based in SOMA, San Francisco, and work with clients across Oakland, Berkeley, Palo Alto, and San Jose, combining clean accounting with modern software and responsive humans — so you get a finance partner instead of a filing cabinet.
Accurate books
Reconciled monthly with checks and second-pair review.
Monthly reporting
Financial statements delivered within days of month-end.
Cash flow visibility
Always know your runway, burn, and cash position.
Responsive communication
Real humans, real replies — usually within hours.
Cloud-based collaboration
QuickBooks Online, Bill.com, Ramp, Brex, Gusto — we live where you work.
Secure document sharing
Encrypted portals for financial documents and records.
From messy to reconciled in five steps.
Onboarding is straightforward — in person at our SOMA office or fully remote anywhere in the Bay Area. Most clients are fully live within two to three weeks.
Book a Consultation
A 30-minute call to understand your business, systems, and goals.
Securely Connect Accounts
Bank, credit card, and software access through encrypted, view-only connections.
Clean Up Existing Books
We reconcile, categorize, and correct — building the foundation for accurate reporting.
Monthly Bookkeeping
Ongoing reconciliations, categorization, and monthly close on a predictable cadence.
Accurate Monthly Reports
P&L, Balance Sheet, Cash Flow, and dashboard — delivered within days of month-end.
Trusted by Businesses Throughout the Bay Area
Real results from businesses in San Francisco, Oakland, Palo Alto, San Jose, and across the Bay Area that rely on us for clean books, sharp reporting, and peace of mind.
Kelly Ann brought our books current in under two weeks and now our monthly reports actually make sense. I finally feel confident walking into our CPA meetings.
They caught a full year of misclassified expenses inside of two weeks. Our CPA thanked us at tax time. Responsive, precise, and genuinely helpful.
I run a busy firm and I don't want to think about the books. That's exactly what I get. Clean trust accounting, on-time reporting, and zero surprises.
Job costing used to be a nightmare. Now every project has clean margins, labor is tracked properly, and I know which jobs are actually profitable.
Our restaurant group has complex inventory and multiple locations. Kelly Ann's team handles it all with the same calm every month. Highly recommend.
We moved off spreadsheets, onto clean QuickBooks, and finally stopped guessing what our gross margin was. Investor-ready reports in days, not weeks.
Common questions.
Everything you'd ask on a first call. If we missed one, book a call and we'll cover it live.
Know your numbers.
Grow with confidence.
Book your free consultation today — meet us in SOMA, San Francisco, or talk by video anywhere in the Bay Area — and let San Francisco Bookkeeper become your trusted financial operations partner.