What can a bookkeeper do for your Bay Area small business?

A bookkeeper is an investment that signals a big step up for your business. When you’re ready to focus on your strengths and turn over finances to the professionals, you can greatly benefit from the expertise of a bookkeeper. 

Small business bookkeeping

Here are 5 signs it’s time your small business hires a bookkeeper:

1. You are strapped for time
Time is a resource we cannot renew or stockpile. As a small business owner there is a premium on your time, and at some point it doesn’t make sense to spend hours on bookkeeping when those hours would be better spent managing customer relationships or making new sales.

2. You’re missing things
Not everyone is blessed with the meticulous attention to detail and mathematical gifts it takes to be an efficient bookkeeper. Do you know how to properly document and categorize each and every transaction to maximize your tax deductions and optimize cash flow?

Are you incurring late fees or interest because you can’t stay on top of all the finances each day? It might be time for a professional bookkeeping service who can.

3. You’re behind
How up-to-date are your books? If you are using old data, you don’t have an accurate picture of revenue or future cash flow. You’re not equipped to make the smartest decisions for your business.

4. Taxes are torturous
Properly kept books should actually make tax season a breeze for both you and your accountant/bookkeeper. If tax season means painful, constant phone calls and emails between you and your accountant/bookkeeper, it’s likely that your books have not been kept clean during the year.

Similarly, many small businesses find that they missed out on tax benefits because they weren’t aware of the breaks and documentation they require. A bookkeeper with boots on the ground will be uniquely prepared to help you take advantage of taxes year-round and make filing your taxes much more smooth.

5. Profits aren’t increasing
When you aren’t seeing the gains you’d like, it’s tempting to just focus on working harder and selling more. But perhaps the numbers are telling a different story?

Bookkeepers can help you keep your finger on the pulse of your business by helping you decrease operating expenses and optimize cash flow, as well as identifying trends and problems. 

Share this article

Frequently asked questions about small business and bookkeeping (FAQ):

  • Accounting Advice For Small Businesses
    Effective financial management is the backbone of any small business’s success. Proper accounting practices empower small businesses to make informed decisions, allocate resources wisely, and ensure compliance with financial regulations.

    In this comprehensive guide, we’ll provide essential accounting advice tailored specifically for small businesses, helping you navigate the complexities of financial management and optimize your business’s performance. Continue reading ...
  • What Is Payroll Processing?
    Payroll processing is a fundamental aspect of any business organization, serving as the systematic procedure through which employees are compensated for their work.

    It involves calculating wages, salaries, taxes, and other deductions while ensuring compliance with legal regulations and company policies. Continue reading ...
  • Financial Statements For Investors
    Financial statements serve as a window into a company’s financial health, performance, and viability. For investors, these documents are invaluable tools for making informed decisions about potential investments.

    In this article, we’ll delve into the world of financial statements, exploring their types, components and how investors can decipher these crucial documents to evaluate the opportunities and risks associated with a company. Continue reading ...
  • Tax Planning Strategies for Bay Area Small Businesses 
    Tax planning is a crucial aspect of financial management for small businesses. Effective tax planning can help businesses optimize their tax liability, maximize deductions, and ensure compliance with tax regulations.

    In this article, we will delve into the world of tax planning strategies tailored specifically for small businesses, offering insights and actionable tips to help business owners make informed financial decisions. Continue reading ...
  • Common Bookkeeping Challenges and Solutions
    Bookkeeping is the backbone of financial management for any business, ensuring accurate record-keeping, financial transparency, and regulatory compliance. However, the world of bookkeeping is not without its challenges.

    Small errors can lead to significant financial discrepancies, and complex regulations can make it difficult to maintain accurate records. In this article, we will delve into the common bookkeeping challenges faced by businesses and offer practical solutions to overcome them. Continue reading ...


Bookkeeping service

for Bay Area
Startups and
Small Businesses

Expert Quickbooks certified bookkeepers.
Fixed prices, phone or video call support & service guaranteed!