Monthly Bookkeeping Services in San Francisco
We keep records CPA-ready all year, so tax time becomes a hand-off rather than a scramble to reconstruct twelve months.
- Thirty days notice and the books are yours
- Month to month, with no long-term contract
- Books closed and reported by the 10th
Investor-backed companies make up much of the work here, and they raise the bar on what the books are for. Filing a return is the easy part. The harder requirement is that the records hold up when somebody outside the company reads them closely and asks why a number is what it is.
What our service covers in San Francisco
Everything below is part of the engagement — no surprise add-ons.
Payroll journal entries
Wages, taxes and employer costs posted from your payroll provider each run, so the profit figure carries the true cost of employment.
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.
Chart of accounts setup
Built around how the business actually earns and spends, rather than the software default, so the reports answer questions you care about.
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.
Year-end package
Because the books are correct every month, tax time is a clean hand-off to your CPA rather than a project.
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 Francisco businesses choose Feather Accounting
This is a good fit if…
- You need lender-ready numbers on a predictable schedule
- You are a California business with 20 to 1,000 transactions a month
- You would like to stop thinking about the books entirely
- Your current bookkeeper changes every few months
Records that hold up to scrutiny
Diligence does not usually fail on fraud. It fails on inconsistency — revenue recognised differently in two quarters, contractor costs that move between accounts, a balance sheet that was tidied once and never again.
We keep the treatment consistent month to month and write down the reasoning where a judgement was made, so the answer to a later question exists rather than being reconstructed under time pressure.
Consultancies, agencies and restaurants make up the rest of what we see locally. The consistency requirement is lower, but the benefit of getting it right is the same: a set of books you do not have to apologise for.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
Any line that hits a connected bank account, card or payment processor and needs categorizing. Transfers between your own accounts are not double counted, and we tell you which band you fall into before quoting.
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.