Best Bookkeeping Services in Oakland, CA

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.