CW Bookkeeping

CW Bookkeeping has proudly served the Northern California community for over 20 years, offering comprehensive bookkeeping and training solutions to small businesses. As QuickBooks Certified Professionals, we provide personalized, dedicated support to help you achieve financial clarity and reach your business goals.

1. Comprehensive Bookkeeping Services

We offer three tiers of bookkeeping services, tailored to your individual transaction volume and needs:

• Tier 1: Ideal for businesses with up to 125 transactions per month.
• Tier 2: Perfect for businesses with up to 500 transactions per month.
• Tier 3: Designed for larger businesses with 500+ transactions per month.

Each tier includes

• Effortless data entry and reconciliation of bank and credit card transactions.
• Clear financial reports including income statements, balance sheets, and customized reports.
• Dedicated support from a friendly and experienced bookkeeper.

2. Specialized Services

Beyond traditional bookkeeping, we offer:

• E-commerce Management: Efficient handling of product sales, local taxes, and inventory.
• Custom Training: Private sessions tailored to your industry and specific needs.
• Consultative Insights: Quarterly efficiency analysis reports to identify and optimize your financial performance.

3. Additional Support

We also offer:

• Full charge bookkeeping services, including client invoicing, accounts receivable management, and vendor payments.
• Comprehensive bank reconciliation and data entry services.
• General ledger and payroll management.
• Sales tax filing and compliance assistance.
• Inventory and fixed asset management.
• Comprehensive financial statements and analysis.
• Non-profit accounting services.

Our Approach

We believe in building strong, lasting relationships with our clients. We take the time to understand your unique business needs and tailor our services to meet them. Our open communication, personalized approach, and attention to detail ensure a seamless and positive experience for you.