I’m Shirley an experienced business consultant and financial expert specializing in bookkeeping, tax preparation, financial planning, and process optimization. With years of hands-on experience helping small to mid-sized businesses stay compliant and financially healthy, I bring a detail-oriented, results-driven approach to every client I serve.

Whether you need a one-time cleanup, Chart of Accounts reorganization, or ongoing support, I tailor my services to meet your unique business needs. I’m a QuickBooks expert (ProAdvisor) offering training and setup for business owners looking to get the most out of their accounting software. I also implement automation tools and app integrations to streamline your workflow, saving you time and reducing costly errors.

I’ve successfully represented businesses during city, state, and federal audits, including sales tax, payroll, and insurance audits, with zero penalties. My deep understanding of accrual and cash basis accounting, fund accounting, and compliance requirements allows me to support businesses across many industries. I provide hands-on bookkeeping and advisory services to businesses throughout Marin, Sonoma, and San Francisco.

Services I Offer:

• QuickBooks setup, customization & training (Online/Desktop)

• One-time bookkeeping cleanup for tax prep (P&L, balance sheet, inventory)

• Chart of Accounts optimization for better reporting and tax filing

• Accounts payable & receivable, expense categorization

• Payroll setup & integration (Gusto, ADP, Square Payroll, Paychex)

• Compliance management (Sales tax, HR, Payroll)

• Budget vs. actual reporting, break-even analysis, KPI tracking

• Audit preparation & support (local, state, and federal)

• App integrations with Shopify, Square POS, eBay, Toast POS, Squarespace

I’m fluent in both English and Spanish, and I offer a free 1-hour consultation to assess your needs and determine how I can help you reach your goals.

Let’s work together to bring clarity, confidence, and control to your business finances.

Additional Quick Books Pro-Advisory Reviews here