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2024

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Best Bookkeeping Services in San Jose, CA

Our Recommended Top 19

We did the research for you!

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

231Reviewed

146Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

San Jose, CA

Expertise.com Rating

Review Sources

Yelp
5.0 (446)
Google
4.9 (289)
Facebook
4.9 (40)

Why choose this provider?

George Dimov, C.P.A., provides bookkeeping solutions for businesses in San Jose. Having served industries such as retail, biotech, manufacturing, and technology, he and his team offer payroll, tax sales and preparation, and accounts payable and receivable services to aid in recording and managing financial transactions. He also offers business taxation services, including audits and attestations, property accounting, and quarterly estimate taxes. Dimov also provides business valuation, excel use and optimization, and M&A consulting.

  • Individual Tax
  • Business Taxes
  • Consulting
  • Audits
  • Accounting

San Jose, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Bookkeeping Service in San Jose? 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.

San Jose, CA 95119

Expertise.com Rating

Review Sources

Facebook
4.5 (4)

Why choose this provider?

Linda Rost's Better Bookkeepers is a bookkeeping firm located in San Jose and founded in 1999. The company provides a specific range of services meant to fit a client's needs. Services include bookkeeping, bookkeeping review and clean up, QuickBooks set-up, QuickBooks training, and QuickBooks answers. Linda Rost's Better Bookkeepers is a certified QuickBooks ProAdvisor and are affiliated with AIPB.

311 N. Capitol Ave, STE G, San Jose, CA 95133

Expertise.com Rating

Why choose this provider?

AC Tax is a company that offers solutions to clients in the San Jose metro. Its bookkeeping services include bank and credit card reconciliation, accounts receivables and payables preparation, profit and loss sheet reports, aging and vendor reports, and secure data exchange. It also handles income tax preparation, tax consultation, and IRS tax problem resolution for individuals and assists businesses in addressing corporation tax and payroll issues. AC Tax is a member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers.

2033 Gateway Pl 5th Floor, Suite 541, San Jose, CA 95110

Expertise.com Rating

Review Sources

Yelp
5.0 (33)
Google
5.0 (20)

Why choose this provider?

Fractions Tax and Bookkeeping Services is a firm operating in San Jose. It offers a wide range of remote or in-person bookkeeping services involving accounts receivables/payables, QuickBooks setup, financial statements, invoicing customers, and tax-ready reports. A variety of customizable packages are available, including weekly or bi-weekly scheduling options. The agency's owner, Ruby, utilizes her knowledge of business tax law in categorizing books and maximizing clients' deductions. With more than a decade of experience, she also handles the tax preparation needs of individuals and businesses.

San Jose, CA 95117

Expertise.com Rating

Review Sources

Yelp
4.5 (45)
Google
4.8 (25)

Why choose this provider?

Accounteam is an accounting firm located in San Jose that specializes in accounting, tax, and bookkeeping. Services include accounting software setup and tutoring, monthly and annual bookkeeping packages, assurance services, and tax assistance. The company understands that well-organized and business-relevant bookkeeping will facilitate a CPA's work, enhance the client’s profit, limit growing pains, and lighten the burden of a potential audit. Accounteam's array of clients includes Wells Fargo, Bank of America, HSBC, Citi Bank, Capital One, and Chase.

Redwood City, CA 94061

Expertise.com Rating

Why choose this provider?

Crown Bookkeeping & Payroll Services, Inc. is an accounting firm located in Redwood City with well over 28 years of experience. The business works with both small and large businesses to manage bookkeeping and payroll. The company's bookkeeping and accounting services include accounts payable, accounts receivable, bank reconciliation, bookkeeping clean-up, cash flow analysis, customized charts of business accounts, and more. Crown Bookkeeping & Payroll Services, Inc. is a Better Business Bureau accredited business.

San Jose, CA 95119

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Edward L. Grant CPA is a full-service certified public accounting firm located in San Jose that has been in business since 2004. Services offered include accounting, bookkeeping, and tax preparation. The company maintains accurate and organized books, which is a vital element when handling finances. Edward L. Grant CPA is a licensed accounting firm that provides high-quality, affordable accounting.

1978 Aborn Rd., San Jose, CA 95121

Expertise.com Rating

Why choose this provider?

JD Tax Solutions CPA operates in San Jose and serves individuals, entrepreneurs, estates and trusts, nonprofit organizations, and small businesses in the city. It offers bookkeeping and payroll services that include keeping track of account receivables and payables, reconciling bank accounts, and running payrolls. The firm also handles tax returns for individuals and businesses, tax representation and planning, and notary public services. JD Tax Solutions was established in 2008. Tax accountant Kent R.N. Whitney is a CPA with over four decades of experience.

175 Bernal Road, Ste 240, San Jose, CA 95119

Expertise.com Rating

Review Sources

Google
4.8 (83)
Facebook
4.4 (20)
Yelp
3.0 (15)

Why choose this provider?

S & S Tax Service is a firm in San Jose that caters to clients in and around the metro. The tax and business service provider offers a broad range of solutions specialized for individuals and small businesses. It performs a list of quarterly and monthly bookkeeping tasks, such as reconciling bank accounts, generating income statements and balance sheets, general ledger maintenance, and consultations. Other services include tax preparation, planning, and problem-solving. S & S has been in the industry since 1978.

Morgan Hill, CA 95037

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Sooter Consulting Inc. is a full-service accounting firm located in Morgan Hill. The company consists of continuous learners, accounting adventure-seekers, and data detectives. Services include business and financial consulting, insurance accounting, payroll services, outsourced accounting and bookkeeping, QuickBooks services, and small business accounting. Additional bookkeeping and accounting services include payroll processing, accounts payable and receivable, weekly and monthly reporting, financial statements, balance sheets, credit card reconciliations, and more. Sooter Consulting Inc. also offers free consultations.

Sunnyvale, CA 94085

Why choose this provider?

Vogel Tax & Bookkeeping Services, Inc. is a full-service tax and accounting firm located in Sunnyvale offering professional services including tax management services, bookkeeping and write-ups, IRS representation, and entity selection and restructuring. Vogel Tax & Bookkeeping Services, Inc. can assist with the organization and day-to-day tasks of bookkeeping so clients can focus on their core business. The firm is staffed by Enrolled Agents.

3933 Baronet Court, San Jose, CA 95121

Expertise.com Rating

Review Sources

Google
4.8 (25)
Yelp
5.0 (4)

Why choose this provider?

Alam One Stop Tax and Accounting Services is an enrolled agent firm serving individuals and businesses in San Jose. It offers a variety of bookkeeping solutions to track weekly or monthly transactions. Its services include data entry, invoicing and bill paying, bank and credit card reconciliation, internal accounting reports, and tax reports. Additionally, it has estate planning and investment management services. The firm is headed by Mahbub Alam, a certified public accountant who is proficient in Quick Books Pro, Excel, and Solomon III and IV.

115 Race St, San Jose, CA 95126

Expertise.com Rating

Review Sources

Google
4.9 (45)
Yelp
5.0 (6)

Why choose this provider?

Sunrise Tax Service assists individuals and small businesses in the San Jose area. It offers bookkeeping services, including generating customer invoices, reconciling accounts, preparing financial statements, and creating and tracking assets, liabilities, and the owner's equity. The firm also provides tax consultation and preparation options that help clients with form 1040s and federal, state, and local tax returns. Additionally, it works on payroll processing, electronic payroll filing, and obtaining seller's permits. The Sunrise Tax Service team has over 35 years of combined industry experience.

1777 Hamilton Avenue Suite 2260, San Jose, CA 95125

Expertise.com Rating

Review Sources

Yelp
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

Since 2017, Sequoia Tax Associates, Inc has been working with individuals and businesses in the San Jose area. The firm's bookkeeping service helps ensure complete and accurate records that can be used in transactions and financial statements. Companies can also use these to strategize their growth and expenses. The company also assists clients in preparing their tax returns, including finding federal, state, and local deductions. Founder Michael Ball is an IRS enrolled agent with more than 20 years of experience.

1879 Lundy Ave Suite #128, San Jose, CA 95131

Expertise.com Rating

Review Sources

Yelp
4.5 (39)
Google
4.9 (28)
Facebook
5.0 (8)

Why choose this provider?

First Tax Service, Inc, is a San Jose-based accounting firm that offers bookkeeping solutions to individuals, small businesses, and entrepreneurs throughout California's South Bay and Silicon Valley. Its bookkeeping services include financial statement preparation, bank reconciliation, general ledger maintenance, and business filings. The firm also handles payroll and cash expenses. It is an Intuit-Certified ProAdvisor for Quickbooks. First Tax Service was founded by tax specialist Dung Nguyen and has been providing clients with customized bookkeeping solutions since 1988.

201 Mission St., 12th floor, San Francisco, CA 94105

Expertise.com Rating

Review Sources

Facebook
5.0 (20)

Why choose this provider?

NomersBiz comprises a team of accountants with global experience in serving businesses of various types and sizes. Serving San Jose and the neighboring communities, the company offers comprehensive accounting and bookkeeping services to help clients minimize their overall expenses and increase their profitability. Bookkeeping services include processing employees’ pay and the related governmental reports, recording depreciation and other adjusting entries, verifying and recording invoices from suppliers, and month-end or year-end closing. NomersBiz has over 25 years of accounting, taxation, and bookkeeping experience.

San Carlos, CA 94070

Expertise.com Rating

Review Sources

Google
4.5 (19)

Why choose this provider?

Whitfield Business & Tax Services Inc. is an accounting firm located in San Carlos that has served the business community since 1964. The company offers bookkeeping services, payroll services, tax services, and business counseling. Other bookkeeping services include monthly operating statements, balance sheets, bank reconciliations, and general ledger reports. The firm is a member of the California Society of Enrolled Agents.

31 S. Jackson Ave., San Jose, CA 95116

Expertise.com Rating

Review Sources

Google
3.8 (21)
Yelp
4.5 (13)
Facebook
5.0 (8)

Why choose this provider?

Al Sanchez Bookkeeping & Income Tax Services is a company that caters to the San Jose metro and nearby areas. It serves a diverse clientele, including students, homeowners, renters, businesses, and corporations. It offers bookkeeping services and helps file necessary business licenses, maintain accounting records, and create a profit-and-loss assessment for the fiscal year. It also provides income tax preparation, immigration consultation, and translation services. The company brings more than 30 years of experience in the industry.

Compare our Top Bookkeeping Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax
Call for quote
Linda Rost's Better Bookkeepers
AC Tax
311 N. Capitol Ave, STE G, San Jose, CA 95133
Fractions Tax and Bookkeeping Services
2033 Gateway Pl 5th Floor, Suite 541, San Jose, CA 95110
Accounteam
Crown Bookkeeping & Payroll Services, Inc.
Edward L. Grant CPA
JD Tax Solutions CPA
1978 Aborn Rd., San Jose, CA 95121
S & S Tax Service
175 Bernal Road, Ste 240, San Jose, CA 95119
Sooter Consulting Inc.
Bryan Vogel
Alam One Stop Tax and Accounting Services
3933 Baronet Court, San Jose, CA 95121
Sunrise Tax Service
115 Race St, San Jose, CA 95126
Sequoia Tax Associates, Inc
1777 Hamilton Avenue Suite 2260, San Jose, CA 95125
First Tax Service Inc.
1879 Lundy Ave Suite #128, San Jose, CA 95131
NomersBiz
201 Mission St., 12th floor, San Francisco, CA 94105
Whitfield Business & Tax Services Inc.
Al Sanchez Bookkeeping & Income Tax Services
31 S. Jackson Ave., San Jose, CA 95116

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.