Pozzi Premier Bookkeeping · San Jose & the Bay Area · Serving Clients Nationwide
QuickBooks Bookkeeping for San Jose & Bay Area Small Businesses
I’m Jason Pozzi, a certified QuickBooks Online ProAdvisor based in San Jose. I keep small business books accurate and current, and I explain what the numbers mean. I’m happy to meet face-to-face anywhere in the Bay Area, and I work virtually with businesses across the U.S.
Services
Bookkeeping Services
#1
Monthly Bookkeeping
Transactions categorized, bank and credit cards reconciled, and financial statements every month, plus a walkthrough of your P&L so you know where your business stands. Monthly bookkeeping →
#2
Tax-Ready Books for Your CPA
Clean, reconciled books handed to your tax professional, with fewer questions, fewer surprises and often a smaller CPA bill. Don’t have a CPA? I can match you with one. Tax-ready books →
#3
QuickBooks Cleanup & Catch-Up
Months or years behind? I get your books accurate, reconciled and current, then help you keep them that way. Every estimate includes a clear timeframe. Cleanup & catch-up →
#4
Payroll
Gusto payroll set up and run on time, with federal and California filings, benefits and the Gusto-to-QuickBooks connection handled, so payroll and your books always match. Payroll services →
Industries
Industries I Work With
Contractors & Trades
Plumbers, welders, builders and movers, including job costing, materials and subcontractor 1099s.
Restaurants & Cafés
POS and delivery-app deposits (DoorDash, Uber Eats) matched to sales, tips and sales tax.
Service Businesses
Cleaning companies, consultants, design firms and property managers.
Nonprofits & Associations
Member dues, board-ready reports and clean records for your auditor.
Why Work With Me
Why Business Owners Work With Me
A Business Owner, 20+ Years
I know what it's like to run the show, so I talk about your numbers in plain English.
QuickBooks Online ProAdvisor
Certified, so your books are set up and kept the right way in QuickBooks.
Gusto Partner
Payroll and bookkeeping in one place, so they always match.
You Work With Me Directly
No rotating team and no call center, just one bookkeeper who knows your business.
I Walk You Through Your P&L
Every month you'll know where your business stands and where it's heading.
Pricing That Fits
My fee is based on the work your business actually needs. If that changes, we adjust it together.
How It Works
Getting Started Is Easy
1. Free Consultation
A 20-minute call or Zoom about your business, your software and where your books stand.
2. Clear Quote
A fixed monthly fee based on your transaction volume, plus any catch-up work, in writing.
3. Get Current
I clean up and reconcile anything behind so you start from accurate books.
4. Monthly Rhythm
Books closed each month, reports delivered, and time to walk through them with you.
What Clients Say
★★★★★ 5.0 on Google & Yelp
Serving San Jose, the Bay Area and Clients Nationwide
Based in San Jose, I work with businesses in Campbell, Santa Clara, Sunnyvale, Mountain View, Palo Alto, Los Gatos, Milpitas, Cupertino and across the Bay Area. I also serve clients virtually anywhere in the U.S.
Ready for books you can trust? Book a free, no-pressure consultation, or call me directly at (408) 212-0131.