Business Details
14 Years
experience
Your Trusted Partner for Financial Clarity in San Diego
King Bookkeeping & Consulting was founded on the belief that organized finances lead to balanced lives. With over 20 years of combined experience in business operations, finance, and education, our team specializes in providing tailored bookkeeping and consulting services for small businesses and entrepreneurs. Our founder, Matthew King, brings expertise from diverse sectors including finance, funeral services, and private wealth management, having grown a family business to five locations. Certified as a QuickBooks Online ProAdvisor and holding a dual degree in Economics/Accounting and History, we combine technical proficiency with strategic insight.Our approach emphasizes transparency, adaptability, and client empowerment, offering flexible engagement models that respect your involvement level. We pride ourselves on proactive financial stewardship, ensuring accuracy while allowing clients to focus on growth. Backed by testimonials highlighting timely service, exceptional communication, and transformative financial clarity, we serve clients nationwide from San Diego. By blending technical excellence with personalized support, we help businesses make informed decisions and achieve long-term success.
Services
Transaction Entry
Bank Reconciliation
Financial Statements
Sales Tax Reporting
Business Consulting
Details
- Year established: 2012
Highlights and features
- 20+ years of diverse business finance experience including corporate growth and wealth management
- Certified QuickBooks ProAdvisor with technical and strategic expertise
- Flexible engagement models respecting client involvement preferences
- Proactive financial review and error prevention processes
- Proven track record with testimonials from long-term clients across multiple industries
Associations and certifications
- QuickBooks Online ProAdvisor
What people say
Phenomenal bookkeeper
Highly recommend
Trust him without reservation
Exceeds expectations
Proactive service
Services
Transaction Entry
Accurate recording and categorization of financial transactions including invoices, payments, and deposits. Ensures proper documentation for tax compliance and business analysis. Supports informed financial decision-making through organized records.
Bank Reconciliation
Monthly verification of financial records against bank statements to identify discrepancies. Maintains accounting accuracy and prevents errors. Provides peace of mind through verified financial integrity.
Financial Statements
Preparation of balance sheets, income statements, and cash flow reports. Tracks business performance and supports strategic planning. Enables stakeholders to understand financial health through standardized reporting.
Sales Tax Filing
Calculation and submission of state sales tax obligations. Ensures regulatory compliance while optimizing tax positions. Includes preparation of required documentation for audits.
Business Consulting
Analysis of financial operations to identify cost-saving opportunities and growth strategies. Provides actionable recommendations for improving profitability. Combines technical expertise with business acumen for practical solutions.
People
Matthew R. King
Owner / QuickBooks Online Specialist
Certified QuickBooks ProAdvisor with 20+ years of business finance experience. Former CFO of family funeral business that grew to 5 locations. Holds economics/accounting degree from Claremont McKenna College. Specializes in small business financial strategy and process optimization.
Questions
What bookkeeping services do you offer for small businesses?
We provide comprehensive bookkeeping including transaction entry, bank reconciliation, financial reporting, sales tax filing, and 1099 preparation. Services are fully customizable to match your specific needs and involvement level.
How do you ensure accuracy in financial records?
Through daily reconciliation processes, dual verification of critical entries, and regular account reviews. Our system identifies discrepancies early to maintain error-free financial records.
Can you integrate with our existing accounting software?
As a Certified QuickBooks ProAdvisor, we specialize in optimizing QuickBooks Online systems. We can help configure existing setups or transition to QuickBooks from other platforms seamlessly.
Do you work with businesses outside San Diego?
We serve clients nationwide through secure digital platforms. Location doesn't affect service quality—we've successfully managed accounts for businesses in multiple states for years.
What experience do you have with tax preparation support?
We prepare organized financial records specifically designed to streamline your tax accountant's work. This includes reconciled accounts, categorized transactions, and audit-ready documentation.
How do you handle communication and reporting?
We use secure cloud platforms for document sharing and communication. Regular updates are provided through your preferred channels, with email being the primary method for most clients.