Our Services
We provide reliable, transparent bookkeeping and financial support designed to fit how your business runs. Every service includes a clear scope, straightforward pricing, and QuickBooks expertise you can trust.
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Unlock the full potential of your business with a complimentary 1-hour consultation. We’ll review your books, assess your goals, and provide a clear roadmap for next steps.
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Simplify your financial management with reliable monthly bookkeeping and business compliance services. We provide accurate record keeping, account reconciliations, and financial reporting designed to keep your books clean and compliant year-round.
From payroll setup to tax planning and regulatory updates, we handle the details so you can focus on running your business.
We also offer fractional CFO services on an hourly basis — perfect for audit preparation, IRS examination support, or strategic financial guidance as your business grows.
Range: $250 – $600 fixed monthly fee
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Ideal for financial cleanups, audit prep, QuickBooks integration, or one-on-one training. We’ll scope your project and provide a clear, fixed estimate before work begins.
We specialize in:
Cleaning and organizing books to prepare for taxes.
Mapping accounts for seamless QuickBooks Online integrations with platforms like Amazon, Shopify, and other e-commerce systems.
Training business owners and staff on how to use QuickBooks efficiently.
Configuring and optimizing your chart of accounts for accurate reporting and compliance.
Ask for Quote
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QuickBooks Online setup and customization
Chart of accounts optimization
Payroll and compliance management (Gusto, ADP, Paychex)
KPI tracking and financial reporting
Integration with Shopify, eBay, Square, and Squarespace
Advisory services to businesses throughout Marin, Sonoma, and San Francisco.
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Starting a new business? Let’s set you up for success from day one.
We’ll walk through your business needs, help you choose the right accounting tools, and establish strong financial controls so your books stay organized as you grow.Project-BasedAsk for Quote
What People Are Saying….
“Shirley has been the absolute best to work! I am a new business owner, and she has brought forth so much knowledge, guidance and patience when it comes to helping me understand the many things that come with owning a business. It is obvious that she loves what she does, and I am very lucky to have come across her!”
“I have a law firm that specializes in advising small business owners and I strongly recommend Shirley for accounting for small business clients. She is experienced, responsive and cares about her clients.”
“Shirley has been instrumental in helping us run our business and have accurate financials”
“Working with Shirley has transformed our booking and more importantly our business. She is proactive, professional, a joy to work with. We are grateful to have her on our team.”
“Here are some improvements we have experienced over the past year: implemented bookkeeping procedures to best fit our work flows, implemented an organized tracking cycle and response to media partners (bills), maximized use of QuickBooks desktop, some technical support, tied up financial statements, S-Corp management (payroll, distributions tracking), and some individual tax prep and company tax planning.”
“We were so lucky to find Shirley listed on Quickbooks Online’s database of accountants who could help a small business get their accounting in order. Shirley is incredibly quick, courteous, and has insights that we never would have known had it not been for her attention to detail and drive to help us out as much as possible. I can’t recommend Shirley enough - really, we’ve hired quite a few people for various services while we’ve been in business, and Shirley’s expertise, professionalism, and kind nature truly puts her head and shoulders above the rest.”