Business Details
24 Years
experience
Trusted Bookkeeping Services for Small Businesses
Keeping The Books is a team of professional bookkeepers dedicated to providing comprehensive financial solutions for small businesses. With decades of combined experience, we specialize in full-charge bookkeeping, payroll management, and QuickBooks expertise, including multiple Certified QuickBooks ProAdvisors on staff. Our fraud-proof system ensures client security by avoiding sensitive financial controls like check signing or deposit handling. We deliver cost savings averaging $12,304 annually through flat-rate pricing, eliminating hourly billing surprises. Our services extend beyond basic bookkeeping to include financial statement analysis, budget preparation, and seamless integration with CPAs and HR departments.Operating on the Central Coast since 2002, we combine technical proficiency with personalized service to help businesses focus on growth while maintaining precise financial records. Our team's dedication to transparency, using third-party tools for secure transaction processing, and monthly reporting ensures clients maintain full control over their financial data. With a proven track record serving diverse industries, we prioritize trust, reliability, and affordability in every client relationship.
Services
Bookkeeping Services
Payroll Management
QuickBooks Support
Financial Statements
Tax Filings
Budget Preparation
Accounts Receivable
Accounts Payable
Bank Reconciliation
Sales Tax Reporting
Details
- Year established: 2002
Highlights and features
- Save $12,304 annually through our flat-rate pricing model
- Fraud-proof system prevents check signing and deposit handling
- Multiple Certified QuickBooks ProAdvisors on staff
- 15+ years experience with dedicated account managers
- Secure third-party transaction processing without password sharing
Associations and certifications
- Certified QuickBooks ProAdvisor
What people say
Great Crew
Exceeded Expectations
Swift & Helpful
Saved Money
Peace of Mind
Services
Bookkeeping Services
Our comprehensive bookkeeping services manage all aspects of financial record-keeping including accounts receivable, accounts payable, bank reconciliations, and financial statement preparation. We use industry-standard QuickBooks software with certified professionals ensuring accurate, timely reporting. Our fraud-proof system maintains client control over sensitive financial processes while delivering complete transparency through monthly reporting packages.
Payroll Management
Full-service payroll management handles employee compensation, tax withholdings, and regulatory compliance. We process payroll with direct deposit options, manage federal and state tax filings, and prepare quarterly/annual reports. Our system integrates seamlessly with accounting records while maintaining strict separation between payroll processing and financial controls to prevent conflicts of interest.
QuickBooks Support
Certified QuickBooks ProAdvisors provide expert implementation, training, and ongoing support. We optimize software configuration for business-specific needs, perform data cleanup, and ensure proper system utilization. Our services include QuickBooks setup, workflow automation, and troubleshooting to maximize efficiency while maintaining secure access protocols and regular system audits.
Financial Reporting
We deliver detailed financial statements, customized reports, and budget analysis to support informed decision-making. Our services include income statement preparation, cash flow forecasting, and general ledger maintenance. Clients receive regular reporting packages in preferred formats (PDF/Excel) with secure file sharing options to maintain up-to-date financial visibility.
Tax Preparation
Comprehensive tax support includes sales tax filings, payroll tax submissions, and preparation of required financial documentation. We coordinate directly with CPAs during tax season while maintaining strict separation from actual tax preparation. Our system ensures all records are current and organized for efficient tax processing with multiple checkpoints for accuracy.
People
Tobin Risner
Founder
With over 20 years of bookkeeping experience, Tobin established Keeping The Books in 2002. He specializes in QuickBooks implementation and has saved clients an average of $12,304 annually through optimized financial processes.
Jill Ozcan
General Manager
Jill oversees daily operations with 15+ years of full-charge bookkeeping expertise. She manages client relationships and ensures service delivery meets the company's high standards for accuracy and reliability.
Kim Alexander
Bookkeeper
Kim provides dedicated bookkeeping support with specialized expertise in accounts receivable/payable management. She works closely with law firms and multi-office businesses to maintain precise financial records and streamline collection processes.
Questions
What bookkeeping services do you offer?
We provide full-charge bookkeeping including accounts receivable/payable, bank reconciliations, financial statements, payroll processing, and sales tax filings using QuickBooks software.
Do you handle tax preparation?
We prepare financial documentation for tax season but recommend separate income tax preparation services through our website partners.
How are services billed?
Regular bookkeeping services are billed at a flat monthly rate. Training, consulting, and special projects are charged hourly with prior agreement.
Do you offer payroll direct deposit?
Yes, all payroll options include direct deposit with applicable fees based on the number of electronic transfers per pay period.
Can I access my financial records?
We provide monthly QuickBooks files or financial reports in PDF/Excel format. Clients maintain full access to their accounting data at all times.
What security measures protect my data?
We use third-party extraction tools without needing online banking passwords. Financial transactions are processed through secure file sharing with limited access controls.
