QuickBooks Bookkeeping · San Jose & the Bay Area · Serving clients nationwide
Pozzi Premier Bookkeeping
Based in San Jose and happy to meet face-to-face, but I work virtually with small businesses anywhere in the U.S. Accurate, up-to-date books, plus someone who will explain what the numbers mean.
Services
What I do
#1
Monthly Bookkeeping
I keep your books accurate and current in QuickBooks so you always know where your business stands. That includes:
– Monthly bookkeeping and transaction categorizing
– Bank and credit card reconciliations
– Accounts payable and receivable
– Financial statements
– Payroll preparation
My pricing is based on the work your business actually needs. If that changes, we’ll sit down and adjust it together.
#2
Tax-Ready Books for Your CPA
When tax season comes, your books are already clean, reconciled and ready to hand off to your tax professional. That means fewer surprises, fewer back-and-forth questions, and often a smaller CPA bill. I’m also available to answer questions during tax season.
#3
Understand Your Numbers
I’ve been a business owner for over 20 years, so I know what it’s like to run the show. I don’t just send reports. I walk you through your Profit & Loss so you understand your business’s financial health and where it’s heading. My goal is to be a real asset to your team.
Why Work With Me
Accurate Record Keeping
Always On Time
Your books are current every month, not just at tax time.
Accurate
Every account reconciled, every transaction categorized correctly.
Personal
You work directly with me, not a rotating team.
What Clients Say
★★★★★ 5.0 on Google & Yelp