Get it done right the first time.
As a seasoned bookkeeper with over 25 years of experience, Kelly's Bookkeeping Services is dedicated to helping individuals and businesses in San Diego achieve financial clarity and success. With a Bachelor of Science in Finance and certifications in QuickBooks, Kelly has built a reputation for providing exceptional bookkeeping services to a wide range of industries, including real estate, property management, HOA's, investment firms, bail bonds, restaurants, and medical professional services.
Our services are designed to help you take control of your finances, reduce stress, and focus on what you do best. Whether you're a small business or an individual seeking financial guidance, Kelly's Bookkeeping Services can assist you in achieving your financial goals. Our comprehensive services include:
- Account Setup: We will set up your books using QuickBooks, ensuring accurate and reliable financial data.
- Financial Document Organization: We will gather all financial documents, including bank records, credit card statements, and loan documents, to bring your accounts current.
- Monthly Reporting: We will provide monthly reports, including balance sheets, profit and loss statements, and cash flow statements, to help you stay informed and make informed financial decisions.
- Payroll Services: We will partner with your payroll company to ensure compliance with all state and federal laws.
- Tax Preparation: We will work with your accountant to compile all necessary financial information for tax preparation.
As a trusted and experienced bookkeeper, Kelly understands the importance of maintaining accurate and timely financial records. Our services are designed to be tailored to your specific needs, ensuring that you receive personalized support and guidance.
What to Expect During Our First Meeting
During our initial consultation, we will discuss your financial goals and objectives. Please have all financial documents and systems readily available for review. We will review your current financial situation and discuss how our services can help you achieve your goals. This is an opportunity for you to ask questions and get answers, and we are committed to providing you with the best possible guidance.
Frequently Asked Questions
Q: What sets Kelly's Bookkeeping Services apart from other bookkeeping services?
A: With over 25 years of experience and a deep understanding of the San Diego market, Kelly's Bookkeeping Services offers personalized attention, expert knowledge, and a commitment to delivering exceptional results.
Q: What services do you offer?
A: We offer a comprehensive range of services, including account setup, financial document organization, monthly reporting, payroll services, and tax preparation.
Q: Do you have any certifications or qualifications?
A: Yes, Kelly is a QuickBooks certified advisor and has a Bachelor of Science in Finance.
Q: How much do you charge?
A: Your first consultation is free! After that, our services are priced competitively and tailored to your specific needs.
Get Started Today
If you're ready to take control of your finances and achieve your financial goals, schedule your free consultation today. We look forward to helping you succeed.
Kelly's Bookkeeping Services
The majority of the reviews for Kelly's bookkeeping services are extremely positive, with ratings ranging from 5 to 5 stars. Many clients have left glowing testimonials highlighting the exceptional quality of Kelly's work.
Outstanding Service
Clients have praised Kelly for her professionalism, reliability, and attention to detail. She has provided timely and accurate bookkeeping services, ensuring that financial records are up-to-date and organized. Her excellent communication skills have also been noted, as she keeps clients informed throughout the entire process.
Trustworthy and Efficient
Several reviewers have emphasized Kelly's trustworthiness, stating that they feel confident in her ability to manage their finances. They have also praised her efficiency, noting that she is able to complete tasks quickly and effectively, without sacrificing quality.
No Major Complaints
There are no major complaints or criticisms mentioned in these reviews. The only minor suggestion made was to occasionally need clarification on certain financial items or procedures.
