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Business Owner, Principal Bookkeeper, Outsourced CFO

Rohnert Park, California

Job Function Sought:
Freelance Bookkeeper
Type of Position:
Job Level: Management (Manager, Director)
Preferred Method of Contact: Email
Are you a Certified Bookkeeper : No
Desired Industry: All
Desired Job Location: Local, within Sonoma County or Remote
Desired Annual Salary and Bonus: 0
Highest Degree Attained: Select One
Willing to Relocate: No
Willing to Travel: No
Ideal Job Description:

Our team can complete all accounting procedures for your small business except for the processing of Income Tax Returns. However, we are happy to act as a liaison between you and your tax preparer to reduce stress as well as the costs associated with preparing and maintaining accurate financial reporting for tax preparation and planning purposes.

QuickBooks set up and training
Payroll processing and reporting
Weekly, monthly or quarterly account reconciliations and financial reporting
Sales Tax and Work Comp reporting
Budgeting and projections
Managing accounts payable and receivable
Facilitate outside audits: Sales Tax, Payroll and Work Comp

We have been in business for over 10 years, with over 25 years of hands-on expertise!

Ideal Company Description:

If your business has grown to the point where you no longer have time to handle your own bookkeeping or you or your staff needs assistance with learning how to better utilize QuickBooks for more accuracy and efficiency, we can help.

Most Recent Employer: Self employed for over 10 years. Most clients have been with us for 7+ years.

Full-service bookkeeping and payroll processing.

Accurate record keeping is a fundamental requirement of running a profitable business. And proper QuickBooks set-up is essential to ensure a company’s monetary information is reflected correctly on financial reports for tax planning & decision making. We offer the support you need; from a bookkeeping partner you can trust!

Preparing financials that our clients can feel confident in, tax preparers can trust and that will hold up in an audit are at the center of our core business values.

Most Recent Job Title: Principal Bookkeeper, Outsourced CFO, Freelance Bookkeeper

Our philosophy is simple: We approach each task for our clients as if we were doing it for our own business. Being a small business ourselves, we understand the day-to-day struggles that come along with entrepreneurship. It’s this insight and experience that give us the ability to provide sound knowledge, advice, and individualized attention to each one of our clients.

Quickbooks set up, training & maintenance – Desktop & Online
Work Comp
Sales Tax


Member of AIPB, NACPB & PTIN Certified, currently studying for the CPB License Exam.



Freelance Bookkeeper, Outsourced CFO at Self Employed, Multiple Clients

  • Freelance Bookkeepers
  • Updated 1 year ago

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