San Diego Bookkeeping Tax & Bookkeeping Services

bookkeeper san diego

San Diego is home to several reliable and affordable bookkeeping services with years of experience in bookkeeping and tax matters. Investing in one of these services will be a significant step to growing your business. Plus, partnering with a reliable bookkeeper in San Diego will help bookkeeper san diego you save money on unnecessary expenses. These bookkeeping services use technology to accurately and transparently manage clients’ financial records. With these bookkeeping services in the San Diego Area, you can rest assured that your business will grow and stand out from competitors.

bookkeeper san diego

Amira Drori founded the boutique company after 15 years of management and bookkeeping in the corporate world. She values direct communication with clients and discreet one-to-one relationships between the business and the professional managing its books. Ms. Drori and her team use QuickBooks and offer three standard services, priced for small, medium-sized, and large businesses. Office Tax Services offers professional bookkeeping services in San Diego.

MRG Accounting Services

(Check out our introduction to bank reconciliations to learn more.) Want monthly financials and some KPIs as well? What you don’t know can sometimes be very costly and we see it all the time with businesses that try to save money by not having proper bookkeeping. We have to go back years to clean up the books and organize ledgers of businesses that haven’t had competent bookkeeping. Here are some of the things we do so that you can feel more comfortable with your business’ bookkeeping.

bookkeeper san diego

Also, your business’s size will determine how much you pay for bookkeeping services. The firm is also active in community events, having participated in the 2010 San Diego Pride Festival and the 29th Annual Memorial Day Parade, reflecting their commitment to community involvement. SDC Tax and Business Services is known for its responsive, friendly, and knowledgeable service.


Books Balanced & Beyond LLC is adept in software solutions like QuickBooks Desktop, QuickBooks Online, and Axium Ajera. IB CPA embraces modern technology in their operations, utilizing cloud-based accounting systems. This innovative approach facilitates a more collaborative and efficient working relationship with clients, reducing the likelihood of errors and enhancing overall efficiency. Therefore, you can customize the plan to meet your business needs and budget. The firm is also a Certifying Acceptance Agent, helping clients possess ITIN on time. Plus, you can schedule a consultation online if you wish to process an Employee Identification Number.

  • Tobyco Services positions itself as a solution provider for tax-related issues and business problems, emphasizing practical, client-focused service.
  • Perfect for small-medium sized businesses that need to have a hands on bookkeeper without paying the employee costs.
  • The company provides affordable payroll solutions at a discounted price, particularly if you reserve a “level two” bookkeeping service package.
  • We may start with monthly bookkeeping, and move on to financial modeling.
  • The firm’s founder, Svetlana Vakaeva, continually learns about personal and business finance to deliver the best service.
  • Luis was so helpful in getting my horribly organized books all caught up and in working order.

Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more.


Hire a professional bookkeeper with over 25 years experience serving the San Diego community. Here are answers to questions about bookkeeping services in San Diego. Understanding that businesses are at different stages, Melody offers specially designed packages. For those just starting out, the ‘I’m Just Getting Started’ package is priced at $150 per month.