Business Details
9 Years
experience
Trusted Bookkeeping & QuickBooks Solutions
Based in Alameda, CA, we specialize in remote bookkeeping, QuickBooks management, and outsourced controller services for businesses nationwide. Our cloud-based solutions eliminate the burden of manual bookkeeping by automating document storage, bank statement retrieval, and receipt management through smartphone technology. With expertise in QuickBooks Online and Desktop, we offer tailored packages to meet businesses' financial tracking, growth planning, and tax compliance needs.Our team combines decades of corporate experience with industry certifications, including QuickBooks ProAdvisor status and AIPB certification, to deliver accurate, secure, and efficient financial services. We prioritize client education, process improvement, and transparent communication to help business owners make informed decisions while maintaining compliance with accounting standards.
Services
Bookkeeping Services
QuickBooks Setup
Financial Reporting
Tax Preparation Support
Cloud Accounting
Details
- Year established: 2017
Highlights and features
- We offer 30+ years of corporate accounting experience combined with modern cloud technology.
- Our team holds QuickBooks ProAdvisor and AIPB Certified Bookkeeper credentials.
- We provide fully remote services with secure document management and electronic processing.
- Customized financial reporting helps businesses track profitability and growth opportunities.
- We maintain strict ethical standards through adherence to AIPB certification requirements.
Associations and certifications
- QuickBooks Certified Pro Advisor
- AIPB Certified Bookkeeper
What people say
"Increased profitability"
"Smooth bookkeeping"
"Quick and efficient"
"Complete confidence"
"Reduced stress"
Services
Bookkeeping Services
Our comprehensive bookkeeping services manage daily financial transactions, including accounts payable/receivable, bank reconciliations, and expense tracking. We use cloud technology to maintain accurate records while providing real-time financial insights. Our process ensures tax compliance and prepares businesses for audits or financial reviews.
QuickBooks Setup
We specialize in QuickBooks Online and Desktop setup, including file conversions, chart of accounts creation, and bank feed integration. Our experts analyze existing files for cleanup needs or establish new systems tailored to business requirements. This ensures optimal software performance from day one.
Financial Reporting
Custom financial reporting delivers actionable business intelligence through profit/loss statements, cash flow analysis, and budget tracking. We help businesses understand financial patterns, identify growth opportunities, and make data-driven decisions while maintaining compliance with accounting standards.
People
Jody Linick
Founder & Certified Bookkeeper
With 30+ years in corporate accounting, Jody holds QuickBooks ProAdvisor certification and AIPB credentials. She rebranded Linick Consulting to FitBooksPro in 2017 after working with major corporations like Clorox and Danone.
Questions
What accounting software do you specialize in?
We specialize in QuickBooks Online and Desktop solutions, including setup, cleanup, and ongoing management for businesses of all sizes.
Do you offer remote bookkeeping services?
Yes, we provide fully remote bookkeeping using cloud-based tools for secure document sharing, bank integration, and real-time financial tracking.
How do you handle tax preparation support?
We prepare organized financial records for tax professionals, including year-end 1099 processing, to streamline your tax filing process.
What experience do your team members have?
Our founder has 30+ years in corporate accounting and holds AIPB Certified Bookkeeper status with QuickBooks ProAdvisor certification since 2003.
Can you help with existing QuickBooks files?
Yes, we analyze existing files for cleanup needs and provide detailed reports with recommendations for improving accounting accuracy and efficiency.
