Dedicated Bookkeeping Support in San Jose
The same bookkeeper every month, a flat rate agreed before we start, and books closed by the 10th — so the numbers are ready when you need them.
- Duplicate charges and stale subscriptions raised
- Plain-English summary of what changed
- The same dedicated bookkeeper every month
Much of the local work comes from engineering consultancies, contract manufacturers and hardware supply-chain businesses. What they share is customer concentration: a large share of revenue arriving from a small number of accounts. That shapes the risk in the books more than the transaction volume does.
What our service covers in San Jose
Everything below is part of the engagement — no surprise add-ons.
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.
Onboarding handover
Roughly a week to connect feeds, build or clean the chart of accounts and agree what belongs in your monthly pack.
Monthly close
A real close — balances checked against source documents, suspense cleared, statements confirmed to tie — not just a report export.
Quarterly review call
A longer conversation each quarter about what the trend shows, rather than only the month just closed.
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.
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 Jose businesses choose Feather Accounting
This is a good fit if…
- You want records your CPA can use without a cleanup first
- You would rather pay a flat rate than watch an hourly meter
- You have never had a real monthly close, only report exports
- You are spending evenings on the books instead of the business
When a few customers are most of the revenue
If a handful of customers account for most of the income, the most important number in the business is not monthly profit — it is what each of those relationships is actually worth after the cost of servicing it, and when they pay.
We report revenue and margin by customer as standard for businesses in that position, and we track receivables by account rather than as a single ageing total. A large customer paying thirty days later than agreed is a cash event worth seeing early.
For contract manufacturers there is a second layer: material committed to an order that has not shipped is not the same as stock on hand, and the balance sheet should say so.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
That is fine. It is month to month, so there is no minimum term to work around.
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.