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2024

Last updated:

Best Bookkeeping Services in Sacramento

Our Recommended Top 21

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 Sacramento Bookkeeping Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

124

Reviewed

82

Curated

21

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
4637 Satinwood Way, Sacramento, CA 95842

Why choose this provider?

Insightful Business Services is a bookkeeping company based in Sacramento. It specializes in handling financial reporting, accounts payable and receivable, monthly processes, banking, and payroll. Its team assists business owners and managers in obtaining better accounting information that can lead to achieving better results and growth in terms of profit and efficiency. The company's additional services include QuickBooks solutions, business counseling, marketing coaching, networking training, referral sourcing, and part-time CFO services.

Website
4635 Freeport Blvd Ste B, Sacramento, CA 95822

Why choose this provider?

Bulletproof Tax & Accounting Firm offers solutions to clients in Sacramento and the nearby metros. It provides bookkeeping services for small businesses. It manages finances, monitors cash flows, identifies financial trends, and controls costs. It performs budgeting and forecasting and prepares financial statements. The local agency offers income and business tax preparation and planning. It provides IRS tax problem resolutions. It also sets up QuickBooks software. It shares over 15 years of expertise in the tax 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.
4.8
Google
4.8 / 5 (53)
Facebook
5.0 / 5 (20)

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
Sacramento, CA 95841

Why choose this provider?

Based in Sacramento, Packey Law Corporation is a tax law firm specializing in resolution, preparation, bookkeeping, business consultation, and audits from the IRS and other entities. This firm has earned an A+ rating from the Better Business Bureau and is affiliated with the National Association of Tax Professionals, National Society of Tax Professionals, and California Society of Tax Consultants. In addition, its attorneys are certified as QuickBooks Pro Advisors.

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
5.0 / 5 (14)
Google
5.0 / 5 (11)
Facebook
5.0 / 5 (5)

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
800 Howe Avenue, Sacramento, CA 95825

Why choose this provider?

Elder Accountancy serves clients in Sacramento and surrounding areas. Its provides payroll services, which include direct deposits, on-time printed checks, and reports of employees' leaves and taxes. Its custom payroll work involves worker compensation, social security, and child support audits. It also processes unemployment claims and federal or state registration forms. In addition, its workers provide cash flow management and strategic business planning. Staff accountant Michelle Elder has been in the industry since 1987.

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.
4.6
Facebook
4.7 / 5 (27)
Google
3.7 / 5 (3)
Yelp
5.0 / 5 (2)

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
4221 Northgate Blvd, Suite 1, Sacramento, CA 95834

Why choose this provider?

Balanced Books Plus caters to clients in Sacramento. Its bookkeepers help businesses have complete and accurate records of their finances. These can be used for corporate plans and tax return preparation. The company also sets up QuickBooks accounts and offers accounting and payroll services. In addition, individuals can ask its team to manage their finances for current and future needs. The firm's founder, Cheryl, has more than 15 years of experience in the field.

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

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
Elk Grove, CA 95624

Why choose this provider?

Serving the Sacramento metro area, Affordable Office Staff provides bookkeeping services and other administration needs by qualified professionals with years of experience. They offer packages including basic bookkeeping, accounting fundamentals, comprehensive bookkeeping, corporate formation, and human resource management, as well as a la carte services such as notary work.

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
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
1104 Corporate Way, Sacramento, CA 95831

Why choose this provider?

JD Tax and Accounting serves businesses in the Sacramento metro and the surrounding areas. The firm offers QuickBooks services to small and medium-sized businesses. It provides setup, training, and tune-up solutions so that its clients' books are organized and available for tax or financial reviews. It provides business services such as small business accounting, payroll processing, and part-time CFO assistance. Its team also conducts personal financial planning for individuals. The company is a QuickBooks Certified 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
Yelp
5.0 / 5 (32)
Google
4.9 / 5 (30)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Sacramento, CA 95815

Why choose this provider?

Based in Sacramento, Diversified Business Solutions, Inc., provides a range of financial and business offerings that allow business to focus on their core products and services. Specialties include same-day document delivery, QuickBooks training and administration, bookkeeping, and secretary of state services. This business has an overall five-star customer rating on both Facebook and Yelp.

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 (24)

Website
725 30th Street Suite 103, Sacramento, CA 95816

Why choose this provider?

Eldredge Income Tax & Bookkeeping caters to individuals in Sacramento and nearby areas. Its bookkeeping services help customers track sales, expenses, payroll, and purchases to determine the business' profitability. In addition, it is used to track financial growth, prepare business tax returns, and sell properties to help customers navigate financial obligations. Individual tax service is available, which handles amendments and extensions and tax planning and preparation. The family-owned business has been providing industry services since 1977.

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.
4.6
Google
4.6 / 5 (24)
Facebook
4.5 / 5 (11)

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
628 El Camino Ave., B-2, Sacramento, CA 95821

Why choose this provider?

No Stress Accounting And Tax Services Inc caters to individuals and businesses in Sacramento and the surrounding cities. Its bookkeeping services include data entry, financial expenses and adjustments record, accountable payable, and billing solutions. It also handles payroll paperwork involving flexible benefits, workers' compensation, and time and attendance sheets. Its team guides clients in preparing their cash flow budget, partnership agreements, and local or state licensing permits for their startup businesses. The company serves clients in the trucking, transportation, construction, dental, and non-profit industries.

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.
4.7

Website
Elk Grove, CA 95759

Why choose this provider?

Orner Bookkeeping Services specializes in accounting assistance for an extremely small business model: the sole proprietorship. Clients can choose from a basic package with weekly bookkeeping, monthly reconciliation, and quarterly in-depth financial review, or a premium package with a monthly in-depth analysis. Founder Sean Orner is a certified Advanced QuickBooks Pro Advisor and a member of the American Institute of Professional Bookkeepers.

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
Facebook
5.0 / 5 (2)

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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Sacramento, CA 95826

Why choose this provider?

Addfi Tax is bookkeeping services provider that caters to commercial establishments in Sacramento. Its services include comprehensive payroll management, tax preparation, tax relief, issue mitigation, audits, and new business formation. Clients with IRS issues can also seek the company's assistance in non-filing, back taxes, IRS seizures, bank levies, and wage garnishment. Employees of Addfi Tax are certified as Enrolled Agents by the IRS. This designation is awarded to individuals who have passed rigorous exams and have received continuing professional education.

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
2255 Watt Ave Suite 395, Sacramento, CA 95825

Why choose this provider?

Atlas Accounting is a firm that has been serving residents and business owners in the Sacramento metro and nearby areas since 2013. Its staff has more than 40 years of combined experience helping clients organize their finances through bookkeeping and accounting services, such as Quickbooks consulting, cash flow and budgeting analysis, financial statement preparation, and bank account reconciliation. It also provides IRS and state tax representation and processes payrolls in weekly, biweekly, and monthly arrangements.

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
Google
5.0 / 5 (8)
Yelp
4.5 / 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
3112 O Street, Sacramento, CA 95816

Why choose this provider?

Busy Bee Advisers is a full-service accounting agency that offers bookkeeping solutions for clients in Sacramento. With several decades of experience in bookkeeping, taxes, and payroll, it aims to assist big and small businesses in organizing financial transactions and provide counsel on strategies that may aid in business growth. Busy Bee's services include Quickbooks setup and training, accounts payable and accounts receivable, payroll budget creation, and cash flow projections. Busy Bee also offers tax preparation services for individuals, sole proprietors, and corporations.

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.
4.2
Google
5.0 / 5 (6)
Yelp
3.0 / 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
Sacramento, CA 95825

Why choose this provider?

Located in Sacramento, Accurate Financial Services was founded in 2004 to provide excellence in bookkeeping, payroll, and tax preparation. They also offer accounting and organization skills for both small and medium-sized businesses. This business has a five-star overall customer rating on Yelp. Founder Katja Abrahams, a native of Germany with a degree in accounting and mathematics who came to the United States in 2001, is a Certified QuickBooks 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.
4.5
Yelp
4.5 / 5 (56)
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Website
1631 Alhambra Blvd, Suite 130, Sacramento, CA 95816

Why choose this provider?

Avaunt Ltd. caters to customers in Sacramento and nearby areas. It serves new, emerging, expanding, and established businesses by offering accounting and bookkeeping solutions. It performs weekly or monthly data entry of bank reconciliations, checks, and deposits using QuickBooks and Xero. It provides financial statement generation, payroll reporting, and tax planning. The company also helps individuals build long-term retirement strategies and manage their year-to-year tax returns. Perry Ghilarducci, the founder, brings over 30 years of industry experience. He holds a Master of Taxation degree.

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
Facebook
5.0 / 5 (6)

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
Elk Grove, CA 95758

Why choose this provider?

Purewall and Ching LLP Certified Public Accountants provide a full complement of bookkeeping and tax services, as well as advisory services such as process documentation, accounting consultation, and development of internal controls. The founders of this small business were both born and raised in Sacramento.

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 (52)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5600 Franklin Blvd Ste A, Sacramento, CA 95824

Why choose this provider?

Franco’s Tax & Payroll LLC caters to clients in Sacramento. The company offers a wide range of financial management solutions, including bookkeeping services. Its accountants manage profit and loss statements, project lists, and monthly financial reports and forecasts. The team also handles matters involving IRS and state tax debts. Other financial services provided by the firm include tax planning and preparation, payroll, credit repair, life insurance, and notary public. The third-generation, family-owned company has been serving the local area since 1995.

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
Google
5.0 / 5 (34)
Facebook
4.8 / 5 (31)
Yelp
1.0 / 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
1210 H Street, Sacramento, CA 95814

Why choose this provider?

Taxes 'N Books, Inc., serves individuals and businesses in Sacramento. Its team of accountants performs a wide range of bookkeeping tasks, from reviewing bank statements and printing comparative financial reports to developing detailed documents of different financial transactions. The professionals also offer tax preparation services to clients who want to properly navigate complex tax laws and regulations during filing season. In addition, Taxes 'N Books has a variety of online resources available on its website, like IRS forms and financial calculators.

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

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
Rocklin, CA 95677

Why choose this provider?

Simple Back Office provides the entire Sacramento area with administrative and financial services such as bookkeeping, invoicing, and payroll solutions. Clients can easily convert their companies to paperless billing and cash flow solutions that maximize profit and streamline efficiency. Simple Back Office prides itself on knowledgeable, highly-trained staff, easy implementation, and timely, comprehensive 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.
5.0
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3626 Fair Oaks Blvd Ste 100, Sacramento, CA 95864

Why choose this provider?

TaxWorks Plus, Inc., provides bookkeeping solutions to individuals and businesses in Sacramento. Its team helps small businesses manage and organize their finances to minimize bookkeeping worries. It handles account management using QuickBooks to reduce paperwork, adapt to the enterprise's specific goals and needs, and generate reports swiftly. Start-up entrepreneurs can opt for its new business formation services, which includes developing an initial business plan, determining capital needs, evaluating and quantifying borrowing power, and preparing a cash flow budget.

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

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

Frequently Asked Questions

  • 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.