San Diego · Bookkeeping
Hi, I'm Adam, a QuickBooks Online ProAdvisor helping San Diego small business owners understand their numbers.
Book a Free 15-Minute CallQuickBooks Online Certified ProAdvisor · Remote service across San Diego
About the firm
I lead client relationships at Moody Bookkeepers and remain your point of contact as we grow.
Get to know usHow we help
Clean, current books every month so you always know where you stand.
From $500/month
Book a Free 15-Minute CallThese are starting prices. We'll agree on the work and a clear quote after reviewing your books.
QuickBooks Online setup and catch-up or cleanup work are quoted separately.
Bookkeeping starts at $500/month. Books Cleanup is a separate one-time service starting at $750. We agree on the exact scope and price after reviewing your books.
Monthly bookkeeping and bank reconciliation in QuickBooks Online, a simple monthly financial report, and a private client dashboard with reviewed monthly summaries.
Yes. Cleanup is quoted separately from monthly bookkeeping, based on the missing periods and the condition of your records. We agree on the work and a clear quote before we begin.
I oversee the work and remain your point of contact. As we grow, I may bring in carefully managed outside support.
Each client has a private dashboard for shared updates and reports, plus a reviewed monthly summary that can be downloaded.
No. We're a bookkeeping firm, not a CPA firm. We provide financial records your tax preparer can use, but we don't prepare tax returns, perform audits, or provide tax or legal advice.
Based in San Diego. Bookkeeping for growing small businesses.
Book a free 15-minute call