Who We Are
At Streamline Bookkeeping, our mission is to help small businesses and professional service firms like yours achieve financial success. Our goal is to provide superior bookkeeping services, helping you make informed decisions throughout the year, not just at the end of the year. Our experienced and certified team is dedicated to ensuring your financial records are accurate, up-to-date, and easily accessible.
Services We Offer
Our services are tailored to meet the unique needs of small businesses and professional service firms. We offer a comprehensive suite of bookkeeping services, including data entry and reconciliation of transactions, financial statement preparation, and secure online access to your financial reports. Our clients receive regular financial reports, allowing them to make informed decisions throughout the year, not just at the end of the year.
Our Processes
We're proud of the processes we've created to ensure the high quality of our work. Each client is assigned two team members: a Preparer and a Manager. This ensures that all transactions are recorded properly, and more than one team member is familiar with your books. We also create a customized Client Checklist to ensure that all accounts are being reconciled according to your needs, and statements are ready for your tax preparer.
Our Team
Our team at Streamline Bookkeeping is led by Jeff Kohn, a certified public accountant (CPA) with extensive experience in bookkeeping, tax return preparation, audit, review, and compilation services. Jeff holds a Bachelor of Science in Finance from Loyola Marymount University and a master's degree in tax and accounting from Golden Gate University.
What Our Clients Say
Our clients appreciate the expertise and professionalism of our team. They appreciate the peace of mind that comes with knowing their financial records are accurately and up-to-date. We're proud of our client testimonials, which highlight our commitment to providing exceptional service and expertise.
Why Choose Us
Streamline Bookkeeping is the ideal solution for small businesses and professional service firms seeking a reliable and experienced bookkeeping partner. Our team is dedicated to providing accurate and timely financial reporting, secure online access, and expert guidance. We're committed to helping our clients achieve financial success and freedom.
Get in Touch
We'd love to hear from you! If you have any questions or would like to learn more about our services, please don't hesitate to contact us. You can reach us by phone at (510) 545-2161 or by email at jeff@slbookkeeping.com.
Bookkeeping Services Review Summary
Overall Experience
The reviewers shared their positive experiences with Streamline Bookkeeping, praising the company's professionalism, knowledge, and customer service. Many reviewers mentioned that the team is meticulous, reliable, and easy to work with.
Services
The bookkeeping services provided by Streamline Bookkeeping include financial reporting, tax preparation, and system setup. Reviewers appreciated the team's ability to make financial matters easy to understand and manage.
Customer Service
Reviewers highlighted the excellent customer service provided by Jeff and his team. They mentioned that the team is responsive, accessible, and willing to explain complex financial concepts in a clear and concise manner.
Testimonials
The reviewers praised Streamline Bookkeeping for their:
- Professional guidance and expertise
- Effective financial systems and bookkeeping services
- Clear communication and explanations
- Timely responses to inquiries
- Trustworthiness and professionalism
