Expertise.com

2024

Last updated:

Best Bookkeeping Services in Oakland

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Oakland Bookkeeping Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

110Reviewed

74Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Oakland, CA
  • Audits
  • Individual Tax
  • Consulting
  • Accounting
  • Business Taxes

Why choose this provider?

Dimov Tax offers bookkeeping services to corporations and partnerships in Oakland. From small businesses to big commercial entities, the firm aids in keeping track of its clients' financial transactions through services such as payroll, accounts payable and receivable, and retail accounting. It also offers to review, compile, and audit a company's financial statements and counsel LLC entities on their respective taxation classifications. In business for more than a decade, Dimov Tax also counsels on areas such as business valuation and insurance claim accounting.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Yelp
4.9 / 5 (504)
Google
4.9 / 5 (302)
Facebook
4.9 / 5 (41)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Oakland, CA

Why choose this provider?

Need help contacting a Bookkeeping Service in Oakland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
600 Alfred Nobel Drive, Suite A, Hercules, CA 94547

Why choose this provider?

Chahal & Associates Inc. caters to individuals and businesses in the Oakland metro and the surrounding communities. It helps clients manage their finances by offering bookkeeping services. It provides accounting solutions, such as cash flow management, IRS problem resolutions, payroll processing, QuickBooks setup, and tax planning and preparation. Chahal & Associates has been in operation since 2003. Navjeet Chahal, the founder, has prepared over 10,000 business and personal tax returns. He holds a bachelor's degree in Accounting and Taxation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (102)
Google
4.9 / 5 (63)
Facebook
4.9 / 5 (57)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
90 Great Oaks Blvd, San Jose, CA 95119

Why choose this provider?

For over 20 years, Linda Rost’s Better Bookkeepers has been providing its services to businesses in Oakland and the surrounding areas. Using QuickBooks, it assists small to mid-sized enterprises with logging and reviewing financial transactions. This includes reconciling bank, credit card, and loan statements; verifying the accuracy of general ledger balances; and preparing financial statements. It also provides QuickBooks installation, set-up, and training customized for each business. The company helps companies catch up to backlogs and provides them with financial reports.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4304 MacArthur Blvd, Oakland, CA 94619

Why choose this provider?

E&P Financial Solutions Inc. helps small businesses throughout the Oakland metro keep track of their financial information. It offers bookkeeping services that cover QuickBooks implementation, invoicing assistance, financial document organization, and professional training and support. It also provides year-round tax planning and preparation, payroll processing, start-up accounting, and cryptocurrency tax services. Its staff stays current with tax law and accounting changes by participating in continuing education courses hosted by the local branches of national tax and accounting organizations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Yelp
5.0 / 5 (98)
Google
4.8 / 5 (69)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
351 MacArthur Boulevard, San Leandro, CA 94577

Why choose this provider?

Torres Bookkeeping & Income Tax Services is a family-owned company that has been providing professional accounting and bookkeeping services for more than 30 years. Serving the community of Oakland and surrounding areas, it handles complex tax returns for individuals and businesses, bookkeeping, and payroll. Its experienced staff also provides translation services for legal documents. Torres Bookkeeping & Income Tax Services aims to help clients get maximum refunds and deliver efficient service every step of the way.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
460 Boulevard Way, Piedmont, CA 94610

Why choose this provider?

SmallBizMaven has been providing accounting, bookkeeping, HR and finance consulting, and operations management services to companies in Oakland and nearby areas since 1998. Its owner, Blythe Adams, also offers audit preparation, third-party payroll, inventory control, and royalty and commission reporting services. She works for physicians, publishers, and companies from various industries such as constructions, manufacturers, retail stores, and distributors. Blythe has years of relevant experience in setting up complex accounting systems that include QuickBooks and Netsuite.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (6)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1901 Harrison St. Ste 1100, Oakland, CA 94612

Why choose this provider?

Upscale is a local firm serving residents in Oakland. It performs bookkeeping services using a three-tiered approach. It helps develop and maintain financial management and processes for clients' businesses. It offers financial consulting and tax planning, amendments, and preparation. The agency protects individuals from taxation and inflation through wealth preservation. It provides insurance, crypto tax preparation, trademark, and notary services. Upscale started as a company focused on tax services and expanded to offer financial consulting that helps clients achieve financial freedom.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (53)
Facebook
5.0 / 5 (36)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
408 Colusa Avenue, El Cerrito, CA 94530

Why choose this provider?

YH Bookkeeping, Inc., is a company that caters to small- to medium-sized businesses in the Oakland metro and the surrounding areas. It offers bookkeeping and financial reporting packages, helping clients make their businesses more efficient and productive. The plans include bank account reconciliation, employee payroll, financial report generation, insurance policy and permit renewal, and sales tax filing. YH Bookkeeping also assists with QuickBooks, including software installation and setup, chart of account customization, and data entry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Yelp
4.8 / 5 (21)
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1262 East Hamilton Avenue Suite B, Campbell, CA 95008

Why choose this provider?

CD Tax & Bookkeeping Service is a locally owned and operated company that has been serving individuals and businesses in Oakland since 1991. It provides bookkeeping services that allow clients to focus on their core business, including financial statement preparation, accounting system setup and support, and payroll processing. In addition, the company offers IRS representation and accounting services for partnerships, LLCs, and corporations. By combining its industry experience and research, the company aims to optimize financial opportunities offered by existing or amended tax laws.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Yelp
3.5 / 5 (6)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
287 17th Street, Oakland, CA 94612

Why choose this provider?

Streamline Bookkeeping serves communities around Oakland that seek relief from burdensome record-keeping activities. The business delivers financial reports and visualizes vital information while ensuring protection against fraud. Its professionals perform data entry for transactions, reconcile statements of account, and conduct monthly assessment meetings through phone calls. They also provide online tax-ready reports and coordinate with financial institutions to ensure limited access. Streamline Bookkeeping is led by Jeff Kohn, who prioritizes efforts to help small businesses in making financial decisions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (11)
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
585 9th Street, Oakland, CA 94607

Why choose this provider?

Punch is an accounting company serving clients in Oakland and the surrounding areas. The agency acts as a strategic partner to small and startup businesses by offering accounting services and a team of professional accountants and managers. Its bookkeeping solutions also help clients manage their day-to-day accounting and financial challenges. The company handles Quickbooks online support, accounts receivables, reimbursement process flows, and bank reconciliations. Punch also assists businesses in accounts payable, assisted software coding, cash flow management, and CFO consultations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
2624 Fruitvale Avenue, Oakland, CA 94601

Why choose this provider?

Dorado Tax & Bookkeeping Services is an income tax and bookkeeping services provider in the Bay Area. The family-owned business started in 1954 founded by Tony H. Dorado, his son Jose A. Dorado currently operates the company's Oakland office. Aside from its bookkeeping services, the company also provides community education and political literacy. Jose Dorado himself is also an enrolled agent for representing clients in front of the Internal Revenue Service. Dorado is also one of the only two offices in Oakland serving the Spanish-speaking community.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.0 / 5 (4)
Facebook
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
780 Santa Ray Avenue, Oakland, CA 94610

Why choose this provider?

New Insight Accounting offers professional bookkeeping services for socially responsible businesses in Oakland. Its team of QuickBooks-certified advisors specializes in setting up and operating financial systems that aim to provide long-term support. They handle a wide range of tasks, from invoicing, bill paying, bookkeeping, and financial reporting to budgeting. Furthermore, they can also re-organize accounting books for GAAP compliance. Every quarter, New Insight Accounting gives back to the community by donating a portion of its profits to good cause organizations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Website
5812 Geary Blvd, San Francisco, CA 94121

Why choose this provider?

Safe Harbor LLP provides bookkeeping, tax preparation, and financial planning solutions to high net worth individuals, SMEs, startups, tech firms, and no-profit organizations in Oakland. The company utilizes applications such as QuickBooks and ProSystems fx when managing accounts payables, accounts receivables, and electronic payments. Its bookkeeping services include resolving bank statement discrepancies, automating bank reconciliation processes, handling payroll processing, and preparing financial documents such as trial balances and cash flow reports. The firm has been in the accounting industry for over 20 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (66)
Google
3.9 / 5 (28)
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
818 Channing Way, Berkeley, CA 94710

Why choose this provider?

Christy Bertani Bookkeeping is an accounting technology firm located in Oakland. For more than 25 years, the firm has provided accurate accounting technology services to small businesses in various industries, such as engineering, insurance, manufacturers, condo associations, licensed acupuncturists, and wine importers. It offers traditional accounting, payroll tax, and sales tax preparation. Christy Bertani Bookkeeping also provides QuickBooks consulting, setup, payroll, and maintenance. Christy Bertani Bookkeeping was voted in the Top 100 ProAdvisors in 2015.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)
Yelp
5.0 / 5 (4)

Website
4443 Market St, Oakland, CA 94608

Why choose this provider?

Associated Tax Services is a family-run business that provides services to individuals, small businesses, fiduciaries, and corporations in Oakland and nearby cities. It provides a variety of bookkeeping services, including general journaling, payroll preparation, and payroll tax reporting. It also offers other services, such as equity management strategies, IRS appeals engagements, form preparation, document notarization, and life insurance. Associated Tax Services has more than 60 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.6 / 5 (21)
Yelp
4.0 / 5 (21)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2081 Center Street,, Berkeley, CA 94704

Why choose this provider?

Accounting, Tax & Business Solutions (ATBS) supports the operations and growth of small- and medium-sized enterprises in Oakland by managing their books, configuring their software, and training their personnel. ATBS provides Accounting & Tax Services, Accounting System Setup, QuickBooks Training and Support. It evaluates the company's current bookkeeping and accounting procedures and updates them to modern automated systems as necessary. Ben Derebie, who founded ATBS in 2008, holds an MBA degree and has over 10 years of private accounting and managerial experience and also an Enrolled Agent licensed by US Treasury to provide Tax Services to Taxpayers. He is a Certified Management Accountant and an Advanced QuickBooks ProAdvisor and Enterprise Solutions ProAdvisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2830 Geary Blvd, San Francisco, CA 94118

Why choose this provider?

Founded in 2002, B.O.L. Global Inc. caters to clients in Oakland who need bookkeeping services. To keep business figures accurate and organized, the firm offers two customizable packages. The comprehensive package includes data entries, bank and credit card reconciliations, profit and loss tracking, and sheet balancing. Another option offered involves reviewing the clients' accounts and providing them with financial insights. The firm was recognized by the San Francisco Award Program as the best accounting firm in the SMB market in 2018.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Yelp
4.5 / 5 (74)
Google
4.6 / 5 (48)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
212 9th Street, Oakland, CA 94607

Why choose this provider?

Based in Oakland, HCCPA is an accounting and taxation service firm that provides bookkeeping services to its clients. It offers quarterly, monthly, and annual record-keeping services to help businesses save time and focus on their work. HCCPA's other accounting services include general ledger and financial statement preparations, accounting system setup and support, corporate tax planning and return preparations, and cash flow budgeting and forecasting. Its staff are all fluent in Cantonese and Mandarin and will be able to serve clients who speak only those languages.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.