Small Business Bookkeeping in San Diego, CA
Most owners spend under half an hour a month on this once it is running — a forwarded receipt, an answer about an odd transaction, and nothing else.
- CPA-ready records at year end
- Books closed and reported by the 10th
- A flat monthly rate, quoted before we start
Two very different kinds of business dominate the work here. Early-stage life sciences companies, often spending grant or investor money before earning any revenue. And long-established hospitality and brewing operations, earning steadily and watching margins closely. The bookkeeping each needs has almost nothing in common.
What our service covers in San Diego
Everything below is part of the engagement — no surprise add-ons.
Payment processor matching
Stripe, Square and PayPal pay out net of fees. We match payouts to the underlying sales and book the fees separately so revenue is not understated.
Owner-friendly reporting
A profit and loss, a balance sheet and a short written note on what moved and why. The note is usually what owners read first.
Document storage
Receipts and statements filed against the transactions they support, so the evidence is there when a lender or an auditor asks.
Bank feed management
Feeds connected read-only and the rules reviewed as they age, because a rule written a year ago quietly miscodes for months once a supplier changes.
Suspense and uncategorized clearing
Anything we cannot identify is queued for you rather than guessed at, and cleared before the month closes instead of accumulating.
What happens after you get in touch
Only the first step needs anything from you.
Tell us where things stand
A 20-minute call covering your transaction volume, how many accounts are in play and how far behind (if at all) things are. You get a flat monthly rate on that call.
We take over the file
Read-only feeds get connected, the chart of accounts is built or cleaned up, and we agree what belongs in your monthly pack. Roughly a week end to end.
It just runs
Transactions are categorized as they arrive, accounts reconcile monthly, and your reports land by the 10th. When something needs a decision, your bookkeeper calls you.
Why San Diego businesses choose Feather Accounting
This is a good fit if…
- You want the same person every month rather than a rotating team
- Personal and business spending have started to blur together
- You have never had a real monthly close, only report exports
- You would like to stop thinking about the books entirely
Two profiles, two approaches
A pre-revenue research company is judged on how it spends, not what it earns. The books need to show burn by category and by funding source clearly enough that a board or a funder can follow it without an explanation.
A brewery or a restaurant group is the opposite problem: high transaction volume, thin margins, and costs that move weekly. There the monthly close matters because a drift in cost of goods is only visible if someone is looking every month.
We do not run the same process for both. The close discipline is identical; what gets reported, and to whom, is not.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
One named bookkeeper owns your file month to month, with a second person reviewing before anything reaches you. You are not routed through a queue.
Related services and locations
Get your free consultation
Tell us about your business and we'll show you how we can simplify your QuickBooks bookkeeping.
What you get
- Free 15-minute consultation
- No long-term contracts
- Dedicated QuickBooks expert
- Books delivered monthly, on time
- Flat-rate, transparent pricing
Prefer to talk? Call us directly at (803) 757-4800
Let's get your books current
Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.
New business owner? Ask about our first-year startup rate.