Keeping the Books is a team of professional bookkeepers, sort of like a Co-Op. Our combined experience and expertise provides a complete and well rounded set of services that will far exceed your expectations. You can count on us to take charge of your books so you can focus on growing your business. At Keeping The Books we're passionate about our work, and just as passionate about building long-term relationships with our clients. We know what it takes to save you money and provide the value-added services you're looking for.
Services
Keeping The Books is comprised of highly qualified, experienced and dedicated bookkeepers. Although bookkeeping and payroll is our primary business, we integrate with your CPAs, EAs, Human Resources department and executive management team to ensure a hassle-free tax season. Our services go far beyond typical bookkeeping to include budgets, cash flow forecasting & financial statement analysis.
To be sure the vast majority of bookkeeping professionals are honest practitioners. However, there have been cases of fraud and theft within our profession like any other. Over the years we have come to find that there are common areas of opportunity for most of these abuses of trust. After identifying these areas of opportunity we set out to ensure that we never allow any Keeping The Books employee in those areas. We have a set monthly fee, we don't sign checks and do not handle your bank deposits.
Our packages start as low as $149 per month for a small and basic business. Whether you are currently paying a bookkeeper or doing the books yourself we are confident that our services will be the most efficient bookkeeping experience you have ever had. No member of our team has less than 15 years of experience as a full charge bookkeeper.
Answer a few questions and within 24 hours we will contact you with your customized quote or a list of follow up questions. Please note that we use the most current Quickbooks Desktop software to handle all aspects of the bookkeeping, but your financials can be submitted in PDF or Excel format if you do not have QuickBooks on your computer.
Reviews (8)
Jennifer Engelmeier
Jun 22, 2021
Admin Account
Jun 18, 2021
Our business has been working with Jill Ozcan at Keeping the Books for almost 2 years now and I have to say it has been a pleasure working with Jill and the team at Keeping the Books. I'll say I was a bit hesitant to hire a service for a role as important as bookkeeping thinking they may not take as much ownership as a bookkeeper with a closer relationship to the business. However, I have been more than pleased with the high level of service, competency and genuine caring for our business interests we have received from the team at Keeping the Books, and Jill in particular.
She has consistently gone over and above the call of duty and on several occasions helps us with tense business issues in a manner most helpful and most certainly lead to better outcome. Thanks Jill!
She has consistently gone over and above the call of duty and on several occasions helps us with tense business issues in a manner most helpful and most certainly lead to better outcome. Thanks Jill!
Janaya Landon
Feb 23, 2021
We have been using Keeping the Books for years now and I honestly cannot imagine running my business without them. Tobin and Jill, and his entire team are super knowledgeable, very professional and friendly! They help when you need it, and truly care about their clients. You just don't come across folks like this anymore. I am so grateful that we found them and will not be going anywhere else.
Alyson Rodges
Jan 08, 2021
The entire crew at Keeping the Books is absolutely ON POINT and ready, willing and able to answer your questions and solve any hiccups that may appear as you plow through your company's financial issues. Robin is my personal representative and I can attest to the fact that she has always been there for me whenever I've needed a number, a last minute employee request.you name it, Robin has been there for me, getting me the information I need, and producing the reports that I need in a timely manner. You can trust this company and its many talented team members. I highly recommend Keeping the Books.
Mike Adams
Jan 08, 2021
Tobin and everyone at Keeping The Books are the best! It's nice knowing that i can focus on running our business and they've got our backs with the finance part of it. I have complete trust and faith in everyone there and feel so lucky to have found them! Cannot recommend them more! Mike @ The Dent Shop
Trevor Miller
Jan 07, 2021
Keeping The Books was instrumental in helping us get our business up and running successfully! The staff is knowledgeable, and always available to answer questions or work through sticky bookkeeping issues that would've otherwise been difficult for us to navigate. Using KTB allowed us to focus on the parts of our business that we excel in. Our initial hesitance to hand over such an important part of our business running successfully was quickly replaced with trust and confidence.
They're more than capable of handling your accounts payable and receivable, payroll, integrating with CPAs for tax planning and reporting, and everything else we threw at them. Highly recommend.
They're more than capable of handling your accounts payable and receivable, payroll, integrating with CPAs for tax planning and reporting, and everything else we threw at them. Highly recommend.
Michael Parolini
Nov 14, 2020
KTB and the crew have been doing my professional services company books for as long as I can recall. They are always professional and responsive to my specialized needs. In addition when I wanted to go completely digital a few years back, they did not hesitate to accommodate my needs and desires. It actually made the whole process paperless and so much more efficient. Anyone looking for an out of house bookkeeper can call Tobin and be satisfied they are getting the best service on the Central Coast.
Kris Kroll
Oct 28, 2020
We have been with Keeping the Books, Inc since we started our business and we couldn't be happier with the service we've been provided. Their knowledge and extreme attention to detail has been critical to keeping our bookkeeping straight and organized. I can't recommend them enough and I can honestly say that our business would't be where it is today without having them as a partner. Thanks KTB!
