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Pleasanton Bookkeeping and Accounting

Your source for trusted personal bookkeeping.
Providing expert and affordable bookkeeping services just for your needs.

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Pleasanton Bookkeeping and Accounting, is dedicated to delivering the most reliable accounting and bookkeeping services for business owners. We understand that excellent bookkeeping is vital for the healthy running of your business.

Need someone to handle your taxes? We are the best people to call. We pride ourselves on being the best accounting company business owners can trust. Whatever you need – reconciling your accounts, managing your company’s payroll, financial advice – we can do it for you. Instead, you can focus on what’s most important to you – the success of your business.

What We Can Do For You

Do you need an affordable accounting and bookkeeping company that you can trust to manage all your books and accounts? We provide expert assistance for bookkeeping, accounting, billing, collections, recording transactions, invoices, financial reports, and other documentation.

If you’re starting or planning business, we can be the partner you need. We will help you with audit preparation, business valuation, best practices consultations, cash management, and a lot more.

We help you understand, plan, and develop a financial strategy for managing costs, forecasting demand, profits, and expenses, and everything else that you need to ensure that your business remains in a sustainable, profitable state.

Whatever stage you are in right now with your business, we have the knowledge and the personnel to provide timely, accurate, and expert financial help. 

We have dedicated our efforts to helping out countless of companies that were in the early stages. Whether they needed help with their evaluation, budgeting issues, or tax compliance issues, we were there to provide support, and we can do that for you.

We have the tools and the knowledge that gives us the capability to provide sound financial advice to our clients. Whether you need help balancing the books, creating a budget, or just want to get a firm grasp on your financial statements, we are here to help.

We understand that you need to focus on more important things than just spending hours balancing the books. Call us for help so you can go back to running your business.

What Makes Us Different

Benefits of Virtual Bookkeeping

Running your business is not easy for keeping your company afloat; you need to have someone by your side who can provide you with the service that can understand the numbers of your business. As technology advances today, virtual bookkeeping became popular as it can provide an easier approach to working with clients’ books. With virtual bookkeeping services, your business problems will be lessened with the benefits you can acquire when you start working with them. 

Affordable Fee – In-house bookkeeper or accountants usually rate their services per hour, and you never know how long it will take for your bookkeeper to finish its work. However, virtual bookkeeping offers different affordable packages for your tailored needs. With this, you don’t have to worry about paying a per hour fee for them. They will be with you as long as you need them, they will be a contract employee, meaning you will not have to worry about paying payroll taxes, salary, or other hiring expenses as this is not included in the packages they offer. 

Focusing on Your Business – To put more time on your business is one important thing in order to grow your business. You need to keep your business running by heading your own company to create ideas that can gather customers. No need to burden yourself as virtual bookkeeping will do it for you. You will just have to wait for your updated, accurate reports coming from your team. By this, you stay efficient and organized in your business. 

Flexibility – When you hire a virtual bookkeeper, you can choose your own schedule when to call them or have a meeting with them. Your team will be available to your preferred schedule, whether it will be in the morning or the evening. 

A virtual bookkeeper is helpful when you need someone who can accurately do your books and deliver them on time. In Bookkeeping Pleasanton, CA, we assure you to present a goal-oriented result.

Who We Can Help

Good bookkeeping leads to good business management and growth. In Bookkeeping Pleasanton, CA, we cater our services to small or large businesses, private and public sectors. As we know, bookkeeping can be a crucial job, especially if you are dealing with your financial records, calculating profits and losses, or managing your payroll. 

Enjoy the success of your business with good virtual bookkeeping.

How To Get Started With Virtual Bookkeeping

First, we will have our team to talk to you; he or she will ask necessary questions to understand your business and what your business needs. After that, our team will explain how our virtual bookkeeping works. 

Second, our virtual bookkeeper will ask for important information to do your books. They will enter the data on their software and start working on it. For further questions, our team will contact you for more information needed to know. 

Lastly, they will deliver the outputs they did for you and present what they analyzed to track your business growth. They will do this every month or in your preferred schedule via call or video call.

What Our Customers Have To Say

"We were trying to create a budget and make everything fit so we won't get into trouble once we launched our business, and Bookkeeping Pleasanton, CA, helped us in every way possible. I was surprised at how easy it all was when they took over. When I need financial advice once again, they're going to be the ones I go to first."

Gabriela Moschella

Owner Home Corner

"We have enjoyed a great relationship with Bookkeeping Pleasanton, CA, for several years now. The team has constantly delivered dependable advice, which resulted in my business going in the right direction, as it has been for years. I consider them a trustworthy and valued business partner. The combination of expertise and client service is hard to beat."

Roland Pierson

Co-owner Breezy Go

"It's an awesome experience to have the team of dedicated people over at Bookkeeping Pleasanton, CA, work as hard as if they were my own employees. They help me stay in compliance and keep me on top of things, especially when it comes to taxes, audits, and regulations. They treat me as a person, not just an account, and that is unique and appreciated."

Francis Buckley

Service Manager Chisel and Click

Our Service Guarantee

Bookkeeping and Accounting Pleasanton, views each client as a unique partnership. We genuinely believe that our success comes as a result of our clients’ success. We are proud to assure you that every financial advice and assistance we provide comes from years of experience, training, and practice. We are fully qualified to serve as your accountants.

People Also Ask

How does a virtual bookkeeper work?

A virtual bookkeeper handles your bookkeeping remotely. You communicate with them and share your financial info using software. They categorize your transactions and prepare financial statements for your business.

What does a remote bookkeeper do?

Remote bookkeepers are responsible for some or all of the financial accounts for their employer or client. They may work independently or within a department to manage all accounts payable and accounts receivable within the organization, depending on the size and needs of the company.

What are the duties and responsibilities of a bookkeeper?

Our virtual bookkeepers are cost-efficient since they work remotely and you’re not required to pay for their recruitment, taxes, and equipment. You will also be guaranteed that accurate and timely provision of information and date when you need it. Our virtual bookkeepers use technology to provide full data security and confidentiality to all the important information and data that you provide us. These and more advantages will surely make business life easier for you.

What is Full Cycle Bookkeeping?

In a reporting period, full cycle accounting consists of all the activities that an accountant undertakes to produce financial statements within that period. These activities may include recording business transactions, adjusting entries, producing financial statements, and closing books.


What does a bookkeeper do on a daily basis?

Bookkeepers oversee a company’s financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. They perform daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments keeping accurate records of a company’s financial transactions is important, but so is ensuring the success of your business.

What is remote accounting?

A remote accounting job allows you to build your career with an incredible company while offering you real flexibility where and sometimes even when you do your work. Others are Hybrid, meaning the company has an office and wants you to be nearby but they let you work where you prefer.

Should I give my bookkeeper access to my bank account?

If they are doing your bookkeeping and charge by the hour, giving them access to your bank account will save them time and your money. You can grant view only access which means they won’t be allowed to do anything with your money.

What information does a bookkeeper need?

A bookkeeper needs to know what kind of business entity you have, who owns it and much of it is owned by each person. This will help her keep accurate records of the company’s equity accounts. Finally, receipts, receipts, receipts.

How often should bookkeeping be done?

The answer, however, is dependent upon what you want to use your bookkeeping for. Typically, business owners who do their bookkeeping once a quarter or once a year are doing so purely to make HMRC and Companies House happy.

Should I hire an accountant for my small business?

You should hire an accountant for your small business when you need help with the collection, analysis and reporting of financial information. Accountants can interpret your financial data in order to help you make better business decisions when it comes to your company’s money.

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