Outsource CFO

A pen used in our bookkeeping services in San Jose, CA


Bookkeeping in San Jose, CA


Explore our service areas and product line below. We offer services for bookkeeping with Quickbooks Online, accounting (cloud accounting), and much more. We serve San Jose, the Santa Clara County, San Mateo County, and San Francisco.


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Accounting Services

  • Bookkeeping

    Quickbooks Online Bookkeeping Services

  • Payroll Services

    As your business grows we can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.

Other Services

  • Business Entity Selection

    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. Small business bookkeeping and taxes are the perfect formula to optimize your tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

  • Business Valuations

    Establishing the proper value of a small business.

Financial Services

  • Outsource CFO

    Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Tax Preparation Services

  • Individual Tax Returns

    A core specialty is the preparation of tax returns for individual taxpayers.

  • Business Tax Returns

    Corporate tax returns can be a combination of, C Corporations, S Corporations, Partnerships and LLC's.

  • Tax Planning

    Long term, annual and mid-year tax planning and tax forecasting services.

Contact Us

We're ready when you're ready

Our Office


2150 Trade Zone Blvd Suite 105-D
San Jose, California 95131
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