San Diego · Bookkeeping & Advisory
Hi, I'm Adam, a QuickBooks Online ProAdvisor helping San Diego small business owners understand their numbers.
Book a Free 15-Minute CallQuickBooks Online Certified ProAdvisor · Remote service across San Diego
About the firm
I lead client relationships at Moody Bookkeepers and remain your point of contact as we grow.
Get to know usHow we help
Clean, current books every month so you always know where you stand.
From $500/month
Book a Free 15-Minute CallBookkeeping with more hands-on support for payables and receivables.
From $1,500/month
Book a Free 15-Minute CallFor owners who want to understand their numbers and grow with a plan.
From $3,000/month
Book a Free 15-Minute CallThese are starting prices. We'll agree on the work and a clear quote after reviewing your books.
QuickBooks Online setup and catch-up or cleanup work are quoted separately.
Payables and receivables support is included in Bookkeeping + and Advisory, with scope and volume agreed in writing.
Bookkeeping starts at $500/month, Bookkeeping + at $1,500/month, and Advisory at $3,000/month. Books Cleanup is a separate one-time service starting at $750. We agree on the exact scope and price after reviewing your books.
Monthly bookkeeping and bank reconciliation in QuickBooks Online, payroll recorded and reconciled in your books, and a simple monthly financial report.
Bookkeeping keeps your books current each month. Bookkeeping + adds accounts payable and receivable support, with scope and volume agreed in writing. Advisory includes everything in Bookkeeping +, a monthly 30-minute numbers review call, and guidance on cash flow, profitability, and growth decisions. Payroll service is limited to recording and reconciling payroll in your books; we do not process payroll.
I oversee the work and remain your point of contact. As we grow, I may bring in carefully managed outside support.
Each client has a private dashboard for shared updates and reports, plus a reviewed monthly summary that can be downloaded.
No. We're a bookkeeping and advisory firm, not a CPA firm. We provide financial records your tax preparer can use, but we don't prepare tax returns, perform audits, or provide tax or legal advice.
Based in San Diego. Bookkeeping and advisory for growing small businesses.
Book a free 15-minute call