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Bookkeeping

Bookkeeping

Reliable Bookkeeping Services in San Mateo, Foster City, & Burlingame

Proper bookkeeping serves as a foundation for any successful small business. When you have accurate records, you can make informed and confident business decisions without doubting the validity of your numbers. You're also able to retrieve crucial information quickly and reliably, like bank deposit slips and invoices. Unfortunately, the time and attention required for bookkeeping can result in business owners not staying on top of their responsibilities.

At Padgett San Mateo, we offer time-tested bookkeeping services customized to meet the needs of small business owners. Whether you only need another set of eyes to double-check data entry or you'd like to hand over your bookkeeping entirely, our team of CPAs is here for you. If you're ready to hear about the benefits of our San Mateo bookkeeping services, call us today for your consultation!

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Helping You Avoid Costly Bookkeeping Mistakes

Bookkeeping mistakes can negatively impact the integrity of your records and create more work to fix them, pulling you away from what matters most. From the moment you enlist our bookkeeping services, we'll work to prevent errors. We leverage a time-tested bookkeeping system that includes a series of checks and balances to identify potential problems before they become serious issues. Some of the ways we help you avoid bookkeeping mistakes include:

Separating Business & Personal Banking: One of the most common mistakes made by small businesses, especially sole proprietorships, is mixing their personal and business banking accounts. Separating the two can take extensive time and attention when everything is processed together.

Keeping Track of Cash Payments: Any cash you receive when conducting business should be immediately placed into a business bank account before spending. Although it can be tempting to immediately use the cash to purchase supplies, it's crucial the cash is properly recorded in your records.

Running Monthly Bookkeeping Reports: Failing to run monthly bookkeeping reports can negatively impact your business in more ways than one. For example, it can result in unpaid debts and unaccounted-for money. Our team will work closely with you to create monthly detailed bookkeeping reports.

Addressing Bookkeeping Pain Points

The complex and time-consuming nature of bookkeeping can create various pain points without an efficient system. No matter the state of your books, our team can immediately come in and begin addressing pain points like unstable cash flow and consistent data entry mistakes.

Optimizing QuickBooks® Online & Xero™

Our bookkeeping team has a wealth of experience working with various bookkeeping platforms, including QuickBooks Online and Xero. We can provide you with close, specialized support whether you're already using a platform or thinking about integrating one into your operations. If you're on the fence about either QuickBooks Online or Xero, some of the features of the two apps include:

  • Streamlining bookkeeping reports
  • Efficient inventory tracking tools
  • Account reconciliation automation
  • Fully customizable dashboard for ease of use
  • Seamless third-party application integration

Bringing High-Level Insight to Your Corner

If you've ever handled your bookkeeping alone, you know that you're forced to find answers to questions on your own. One of the most significant benefits of our bookkeeping services is that our CPAs can provide you with crucial insight. Our team can answer your questions and break down bookkeeping concepts into easy-to-understand terms.

Call now: (650) 539-9440

Bookkeeping FAQs

At Padgett San Mateo, we can pay your venture's various bills while ensuring that payments are processed consistently and on time. However, we'll work with you to determine how much bill-pay assistance you need.

Our bookkeeping team is more than happy to help you learn how to read financial statements, like income statements and balance sheets. Over time you'll learn how to interpret your financial statements; however, we'll still be here to assist you with them.

Through applications like QuickBooks Online, we can help you automate various bookkeeping tasks. Some of the automations we'll set up include the following:

  • Bill reminders
  • Bank reconciliation
  • Payroll direct deposit
  • Recurring invoices

In addition to our bookkeeping services, we're privileged to offer excellent accounting. Whether you need financial statements broken down or help deciding on an accounting process, our team is here for you.

Frequently asked questions

We take care of your books for you, so you can get back to the job of running your business and generating profits.

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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We encourage you to contact us with any questions.

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