Business Details
24 Years
experience
Emergency
services
Your Trusted Partner for Accounting Solutions
For over four decades, our firm has specialized in delivering comprehensive bookkeeping and accounting solutions tailored to businesses of all sizes across the Bay Area. Our founder, Bernie Conneely, brings unparalleled expertise in financial record-keeping, utilizing both modern software and hands-on methodologies to ensure accuracy and efficiency. With a career spanning more than 40 years, we have built a reputation for trust, integrity, and dependability, serving clients from small startups to established enterprises.Our services encompass full-charge bookkeeping, financial reporting, payroll processing, and reconciliation, all conducted with a commitment to confidentiality and client education. We pride ourselves on our ability to adapt to evolving technologies while maintaining meticulous attention to detail, ensuring that every client receives personalized, reliable financial support.
Services
Accounts Payable
Accounts Receivable
Payroll Processing
Financial Reporting
Tax Preparation
Bank Reconciliations
General Ledger
Profit & Loss Statements
Balance Sheets
Job Costing
Details
- Year established: 2002
Highlights and features
- We offer over 40 years of specialized bookkeeping experience.
- Our team provides 24/7 availability for urgent financial needs.
- We combine modern software with hands-on, detail-oriented service.
- Our founder maintains a proven track record of client confidentiality.
- We deliver personalized financial education to empower business owners.
What people say
Trust, Integrity, Dependability
Unparalleled customer service
Proven error detection skills
Adapts to new technologies
Affordable and reliable
Services
Accounts Payable
We manage accounts payable to ensure timely vendor payments and accurate financial records. Our process includes invoice verification, expense categorization, and reconciliation. Clients benefit from reduced errors and improved cash flow management through our meticulous bookkeeping expertise.
Payroll Processing
Our payroll services handle employee compensation, tax withholdings, and regulatory compliance. We calculate wages, generate paychecks, and maintain payroll records. Businesses gain efficiency and accuracy while avoiding penalties through our up-to-date knowledge of tax laws and reporting requirements.
Financial Reporting
We produce detailed financial reports including balance sheets, profit/loss statements, and general ledgers. These reports provide business owners with clear insights into financial health. Our accurate, timely reporting enables informed decision-making and supports long-term financial planning.
Bank Reconciliations
Our bank reconciliation service matches company records with bank statements to identify discrepancies. This ensures financial accuracy and prevents fraud. Clients receive verified records that support reliable financial management and audit readiness through our thorough reconciliation process.
Tax Preparation
We prepare and organize tax documents for businesses, ensuring compliance with federal and state regulations. Our service includes income statement analysis and form preparation. Clients benefit from reduced stress and accurate filings through our experienced tax documentation expertise.
People
Bernie Conneely
Owner/Bookkeeper
Certified bookkeeper with 40+ years of experience managing financial records for Bay Area businesses. Expert in accounting software, payroll processing, and financial reporting. Known for accuracy, integrity, and personalized client service.
Questions
What bookkeeping services do you offer?
We provide accounts payable/receivable, payroll processing, financial reporting, bank reconciliations, and tax preparation services tailored to businesses of all sizes.
How many years of experience do you have?
Our founder has over 40 years of bookkeeping experience serving Bay Area businesses since 2002.
Do you offer 24/7 availability?
Yes, we provide 24/7 access for urgent financial needs while maintaining regular business support.
How do you ensure financial accuracy?
We combine modern accounting software with hands-on verification processes to catch errors and maintain precise financial records.
What areas do you serve?
We primarily serve Concord, California and the broader Bay Area for local businesses.
