History
My goal with Streamline Bookkeeping is to help small business owners make informed decisions and understand the numbers of their business. Experience: worked for small and mid-sized CPA firms in the bay area doing tax return preparation, audit, review, and compilation services. Education: B.S. in Finance at Loyola Marymount University, 5 masters courses at Golden Gate University in tax and accounting, and CPA license Personal interests: sustainable business practices, health, community, music, and golf.
Specialties
We've created systems to make sure you get all the information you need without having to invest your time in the process. On a monthly basis we reconcile bank statements, credit card statements, and prepare your financial statements. Whether you are a sole proprietor, partnership, corporation, or non-profit, we help to keep your business running smoothly.