Business Details
20 Years
experience
Trusted Bookkeeping Services in Walnut Creek
YMS Bookkeeping Services has been a trusted partner for small businesses in Walnut Creek since 2006. Founded by Yvette M. Shaw, a Certified Public Bookkeeper and QuickBooks Online ProAdvisor, we combine over 16 years of industry expertise with cutting-edge cloud-based solutions to deliver tailored financial services. Our team specializes in bookkeeping, payroll processing, accounts payable/receivable management, and QuickBooks Online implementation for construction, daycare, elderly care, and service industry clients. We empower business owners through real-time financial reporting, enabling data-driven decisions that enhance profitability and cash flow. As active members of the American Institute of Professional Bookkeepers and the National Association of Certified Public Bookkeepers, we maintain the highest professional standards.Our localized approach combines deep Bay Area knowledge with personalized service, ensuring every client receives customized solutions that align with their unique operational needs. By handling complex financial tasks, we free entrepreneurs to focus on core business growth while maintaining tax-compliant, audit-ready records. Our commitment to excellence is demonstrated through our 15+ years of experience managing financial processes for hundreds of clients, consistently delivering measurable improvements in financial efficiency and operational performance.
Services
Payroll Processing
Accounts Payable
QuickBooks Setup
Financial Reporting
Cash Flow Management
Tax Return Books
Payroll Tax Returns
QuickBooks Training
Accounts Receivable
Financial Consultation
Details
- Year established: 2006
Highlights and features
- Certified Public Bookkeeper with 16+ years of local expertise
- QuickBooks Online ProAdvisor with cloud accounting specialization
- Industry-specific solutions for construction, daycare, and service businesses
- Real-time financial reporting for data-driven business decisions
- Personalized service tailored to Northern California small businesses
Associations and certifications
- American Institute of Professional Bookkeepers
- National Association of Certified Public Bookkeepers
- Intuit QuickBooks ProAdvisor Group
Services
Payroll Processing
Our comprehensive payroll services ensure timely employee payments and accurate tax filings. We handle federal and state payroll tax returns, direct deposits, and wage reporting while maintaining compliance with changing regulations. With certified professionals managing your payroll, you'll avoid costly penalties and maintain employee satisfaction through consistent, error-free payments.
QuickBooks Setup
We implement cloud-based QuickBooks Online solutions tailored to your business needs. Our certified ProAdvisors handle data migration, system configuration, and workflow optimization to streamline your financial processes. This transition eliminates manual spreadsheets, providing real-time financial insights and 24/7 access to your business data from any location.
Accounts Receivable
Our accounts receivable services improve cash flow through systematic invoicing and collections. We track payment deadlines, follow up on overdue accounts, and generate detailed reports to maintain healthy cash flow. This structured approach reduces payment delays while maintaining positive customer relationships through professional debt collection practices.
Financial Reporting
We provide accurate, tax-ready financial records and performance reports that support strategic decision-making. Our monthly reviews ensure data integrity, identify trends, and offer actionable insights to improve profitability. These comprehensive reports give business owners clear visibility into their financial health and operational performance.
Bookkeeping
Our core bookkeeping services maintain organized, up-to-date financial records using cloud technology. We track all transactions, reconcile accounts, and prepare documentation for audits or tax filings. This continuous maintenance ensures regulatory compliance while providing business owners with reliable financial information for operational planning.
People
Yvette M. Shaw
Founder & Certified Public Bookkeeper
Certified Public Bookkeeper with 16+ years of experience serving Northern California small businesses. QuickBooks Online ProAdvisor specializing in construction, daycare, and service industry financial management solutions.
Questions
What accounting software do you work with?
We specialize in QuickBooks Online, providing setup, migration, training, and ongoing support for cloud-based accounting systems.
Do you handle payroll tax filings?
Yes, we process payroll and complete all federal and state payroll tax returns, ensuring timely submissions and compliance with current regulations.
Which industries do you specialize in?
We focus on construction, daycare, elderly care, and service businesses, offering tailored financial solutions for these specific industries.
How do you ensure financial accuracy?
Our Certified Public Bookkeepers perform monthly reviews of transactions and reports, making necessary adjustments to maintain accurate, audit-ready financial records.
Can you help with cash flow management?
Yes, through accounts payable/receivable optimization and real-time financial reporting, we help businesses improve cash flow and financial decision-making.
What areas do you service?
We serve businesses in Walnut Creek, Concord, Pleasant Hill, and throughout Northern California, with cloud-based services available remotely.
