CPA-LED BOOKKEEPING

San Francisco Bookkeeping Services

CPA-Led Bookkeeping for San Francisco Businesses

I provide professional bookkeeping and accounting services for businesses throughout San Francisco. From ongoing monthly bookkeeping to QuickBooks cleanup and financial reporting, I help business owners keep their books accurate, organized, and up to date.

California CPA License #141715
10+ Years Accounting experience
Ernst & Young Former Big Four auditor
QuickBooks Online bookkeeping expertise
San Francisco Bookkeeping

Bookkeeping for businesses throughout San Francisco.

I lived and worked in San Francisco for nine years, giving me firsthand experience with the Bay Area's business environment and the needs of local business owners.

Today, I provide bookkeeping and accounting services to businesses throughout San Francisco, working remotely with business owners who want accurate financial records and reliable monthly reporting.

Whether you need ongoing bookkeeping, a QuickBooks cleanup, financial reporting, or help getting your accounts organized, I provide hands-on accounting support from a California CPA.

San Francisco Bookkeeping Services

Clear, accurate books for your business.

From routine monthly bookkeeping to more complicated accounting issues, I provide the ongoing support needed to keep your financial records reliable.

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Monthly Bookkeeping

Accurate, up-to-date bookkeeping and account reconciliations completed each month so you always know where your business stands.

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QuickBooks Cleanup

Clean up inaccurate or outdated QuickBooks records, unreconciled accounts, and historical bookkeeping issues.

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Financial Reporting

Clear monthly financial statements that help you understand revenue, expenses, profitability, and the financial position of your business.

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Accounts Receivable & Payable

Stay organized with customer invoices, outstanding balances, vendor bills, payments, collections, and cash flow.

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Accounting Support

Practical accounting support for businesses with multiple accounts, payment processors, payroll, loans, and other moving pieces.

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Year-Round Bookkeeping

Keep your books current throughout the year so your CPA, tax preparer, and business have reliable financial information when it's needed.

CPA-Led Bookkeeping

More than transaction entry.

When bookkeeping becomes complicated, it helps to have someone who understands the accounting behind the numbers.

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Understand the accounting Your transactions are recorded with the financial statements and business context in mind.
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Catch bookkeeping issues Unusual balances, errors, and inconsistencies can be investigated rather than simply carried forward.
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Produce reliable financial statements Your P&L and balance sheet become useful tools for understanding your business.
The Difference

A CPA who can handle the accounting behind your books.

I'm a California licensed CPA with more than 10 years of accounting experience, including experience as an auditor at Ernst & Young.

When Bookkeeping Gets Complicated

Built for more than basic bookkeeping.

Your business doesn't have to be large to have complicated accounting. I work with businesses where accurate bookkeeping requires more than simply categorizing transactions.

Multiple Bank & Credit Card Accounts

Proper reconciliation and review across multiple financial accounts.

Payment Processors

Accounting for platforms such as Stripe, Square, Shopify, Toast, and other payment systems.

Accounts Receivable

Customer invoices, outstanding balances, collections, and cash flow visibility.

Accounts Payable

Vendor bills, payments, expenses, and accurate expense reporting.

Payroll

Properly recording payroll, taxes, and related liabilities in your accounting system.

Historical Cleanup

Resolving old bookkeeping problems and bringing inaccurate or outdated books up to date.

Serving San Francisco

Bookkeeping services throughout San Francisco.

I provide remote bookkeeping and accounting services to businesses throughout San Francisco. Whether you're based downtown, in a neighborhood business district, or elsewhere in the city, I can work with you remotely to keep your books accurate and current.

Financial District SoMa Mission District Marina District Pacific Heights Noe Valley North Beach Potrero Hill Dogpatch Inner Sunset Outer Sunset
Businesses I Work With

Bookkeeping for San Francisco businesses.

I work with businesses across a range of industries and accounting environments, tailoring the bookkeeping to how each business actually operates.

Professional Services
Real Estate
Construction
Education & Tutoring
Nonprofit Organizations
LLCs & S-Corporations
Your San Francisco CPA Bookkeeper

Meet Josh O'Donnell, CPA.

California CPA · License #141715
Former Ernst & Young Auditor

I've been a licensed California CPA since 2019 and have more than a decade of accounting experience. I began my career as an auditor at Ernst & Young before moving into accounting roles with technology companies.

I founded Bay Area Bookkeeper to provide business owners with accurate bookkeeping, clear financial reporting, and direct access to an experienced accounting professional.

I lived and worked in San Francisco for nine years and continue to serve businesses throughout the city and broader Bay Area.

San Francisco Bookkeeping FAQ

Common questions about San Francisco bookkeeping.

Do you provide bookkeeping services in San Francisco?

Yes. I provide remote bookkeeping and accounting services to businesses throughout San Francisco and the surrounding Bay Area.

Are you a CPA or a bookkeeper?

I'm a California licensed CPA who specializes in bookkeeping and accounting services for small businesses.

What bookkeeping services do you provide?

Services include monthly bookkeeping, QuickBooks cleanup, financial reporting, account reconciliation, accounts receivable, accounts payable, and ongoing accounting support.

Do you work with small businesses in San Francisco?

Yes. I work with small businesses, LLCs, S-Corporations, professional service firms, nonprofits, and other businesses throughout San Francisco.

Can you clean up my QuickBooks account?

Yes. I provide QuickBooks cleanup services for businesses dealing with unreconciled accounts, incorrect categorizations, historical errors, and other bookkeeping issues.

Do I need to be located in San Francisco to work with you?

No. Bookkeeping is handled remotely, so I can work with businesses throughout San Francisco regardless of their specific neighborhood or office location.

San Francisco Bookkeeping Services

Looking for a San Francisco bookkeeper who understands accounting?

Let's talk about your business, your current books, and what you need from your bookkeeping.