Berkeley Parents Network >
Legal & Financial Services >
Bookkeeper for non-profit
Our small non-profit preschool is looking for an efficient, flexible and experienced
bookkeeper that could work 5 hours a week to balance our books and invoice clients. Any
I know someone who could certainly help you out. She is a former employee of
mine who is working independently now doing bookkeeping and accounting. I think
she could be a good match for you. Her name is Lina Wiese, 510.418.4241
Bookkeeper for a Small Food Business
Hi BPN Community,
I am posting in the the hopes of finding a good recommendation for a Bookkeeper
to start working on our 2013 taxes. This is for a small food business in
Berkeley. We are looking for someone familiar with an LLC, who can come to our
shop during the work week to enter data, who is familiar with Quickbooks, and who
is flexible, trustworthy, thorough and precise. We have been in operation for a
little more than 4 years, and our Quickbooks system is all set up. anonymous
I highly recommend Judith Schwartz of Bottom Line Bookkeeping. She's east bay local
despite (415 area code) and fanatical about the client experience. Call her at
415.260.6245. She also has a website www.bottomlineoakland.com.
I work with Judith Schwartz of Bottom Line Bookkeeping, and love her! She LOVES what she
does, comes to your house or office, is very straightforward and tells it like it is
(which, for me, is exactly what I want in a bookkeeper). She has a free one hour initial
Finances for new business - getting on the books?
My freelancing business has started picking up this year (good news!) but it's grown
at a pace that I can't keep up with and I need help figuring out how to do my taxes.
I had 2 clients last year and reporting was very easy but now I have over 20, an
employee and I'm confused about how to go from here. Technically I haven't done
anything ''off the books'' yet for 2012 but I'm not sure I have all the
permits/licenses I need. I'd like a recommendation for a bookkeeper. accountant or
financial advisor who can help me transition from a cash to a legal business,
particularly someone who is sensitive to the awkward in-between stage that I'm in
right now. Slow on Quickbooks
Congrats on your business! Managing your own business can be quite hard at times.
For bookkeeping services I use YH Bookkeeping at (510) 620-0644; The Bookkeeper
Yoav is a natural pro.
For business taxes and such I use Bruce Friedman at firstname.lastname@example.org; If Bruce
can't help you out, I'm sure he can recommend someone who can. He's super helpful
when it comes to tax planning and such!
Bookkeeper competant with Macs & Quicken
I am looking for a bookkeeper who is VERY competent with both Macs and Quicken.
I am looking for someone who will come to my house to get my books caught up
for the year. After that, if enough of the accounts work by download, and you
are familiar with my accounts, it is feasible that you could work from your
home, but it is not guaranteed. The hours are very flexible. I am looking for
someone who is friendly, efficient and discrete. I am not interested in
bookkeeping companies. I look forward to meeting you.
Judith Schwartz is the bookkeeper you need. She is smart and affordable! She
will deal professionally and efficiently with all of your back-log of receipts
and unreconciled statements - chaos does not faze her! Her number is
Give Sandra Montgomery a call at 510-325-5060. She has been the bookkeeper
for my small home based business for 10 years and for my small partnership
business for several years before that. She is honest and reliable and knows
her stuff. She is very adept at Quickbooks/Quicken and uses either a Mac or a
PC (for me she works on a Mac.) Getting you set up and then maintaining it is
right up her alley.
Looking for a bookkeeper for personal finances
I am looking for an experienced bookkeeper who could come into my home, for
a few hours once a month, to enter my checks and VISA expenditures and
reconcile my accounts. All of my accounts are set-up for on-line
downloads. Initially, more time would be required to help import my 2011
data into Quicken from iBank, and enter January-March 2012 data, but then
it would be monthly maintenance. After the first few appointments, s/he
would be free to set their own hours. S/he would be working with Quicken
on a Macintosh, so fluency with Quicken and Macs is essential!
Thanks very much. I look forward to speaking with you.
I love my bookkeeper, who does both my personal and business accounts
on a monthly basis- she's the best and most efficient bookkeeper I've
ever had. Don't be put off by her hourly rate, which is higher than
some- she works fast and doesn't make mistakes, which saves on time,
money, and stress.
She is Erin Harper, email@example.com, 510-517-9773
Personal, business bookkeeping for small biz fam?
Hi, we are looking for a very reputable, trustworthy
accountant/financial planner to teach my husband and I how
to keep books and manage money sustainably for my husband's
business, as well as how to accomplish personal savings
goals. Maybe some one who is great at working w/ contractors?
My husb. is a self-employed landscape contractor and his
income fluctuates wildly per month. We need to learn how to
deal with this on a business level to get his work load more
consistent. We also need to learn how to deal with it on a
personal level so we aren't freaking out every time he can't
find new work and the money starts to run low. We need a
great way to reliably set aside the right amount per-check
for quarterly taxes, etc.
We don't want some one who works on commission or peddles
products or weird investments. We hope for some one who
comes highly recommended, and who will teach us how to do
all this rather than some one we just pay and hand all the
data over to each month. I am also very leery about sharing
peronal financial data w/ a stranger, so if you have any
insight about that I would appreciate it too, so I know what
If you have any personal experience pls share. Thanks a mil.
Workin' guy's wife
I keep my own books and have found the advice and support of
B & T Bookkeeping http://www.btbookkeeping.com/index.html in
El Cerrito absolutely invaluable. Brody and Tracy (B &T) are
great teachers. They helped me set up my Quickbooks accounts
so I could keep my business and personal financial life up
to date and easy to understand (I track the whole shebang
with Quickbooks). We were able to do this in a couple of
hours. They charged an hourly rate.
Having a clean set of books brings me so much peace of mind.
I know what I can afford. I know where I should spend my
advertising dollars. I know which ideas are panning out and
which ones I need to let go. I know how much I can put into
a retirement account!
B & T works with many small business owners in Berkeley and
El Cerrito - I'm sure they have other clients with business
like yours. I know they can help you get a clean set of
books (and keep it), and then you can be in the driver's
seat when you sit down with someone to talk about investing
in something new. Please don't take my word for it, call
them and ask for other references.
Wishing you all the best,
M., musician and music teacher
I use Michael Marx for bookkeeping. He set me up with quickbooks online, and he
does my books from where ever, so I never need to give him my workstation. He
kept me organized, so that I was able to file my taxes early this year. His
email is: firstname.lastname@example.org
I recommend Jill Hershman (email@example.com).
She has been a bookkeeper for my small business for I think about a
year now and she's fantastic. She charges a reasonable hourly rate and
she does what needs to be done. She is expert with Quickbooks and
handles the payroll tax reporting and other tasks that I need. She's
absolutely reliable and fun to work with.
I can't vouch for her as a financial planner because I have not
Bookkeeper to help small biz. get organized
I am looking for a good Berkeley (or nearby) hands-on
bookkeeper. This is for a friend who needs someone to help him
get organized and manage his accounting to the tune of around 10
hours a month.
Tasks are pretty straight-forward and would include collecting
and organizing expense-related receipts, sorting, submitting and
tracking them (i.e. making sure they get paid and tracked for
tax purposes). The ideal person would come to his house in the
Berkeley hills once or twice a month, be proactive about
checking-in regularly to make sure nothing slips between the
cracks (business mileage, meals and misc.), make sure invoices
and expenses are submitted and paid, and organize annual expense
reports for tax purposes. It is important to find someone
reliable, efficient and proactive who will create simple systems
to stay on top of the job.
Thanks in advance.
For bookkeeping we love Dana Arkinzadeh. You can email her at:
Or check out her website at http://dmaorganizing.com/.
She is also a professional organizer--we've hired her for that,
too, and she's great. email me if you ned more info from me about
her. I give her a glowing recommendation!
I've worked with Carol Cohn of the Balancing Act. She
provides financial organizational support. I found her to be
easy to work with, flexible, skillful, afordable and she has
a great sense of humor. She was just as willing to set up a
simple system for me or take on some of the work herself.
Her number is 925 381 3556. I think she's in Orinda. Sydney
I highly recommend Jill Herschman (firstname.lastname@example.org). I have a small
business and have been working with her for over a year now and she
just handles everything. She totally knows what she's doing, is an
expert in Quickbooks, remembers my business procedures and just
makes sure everything is done quickly and accurately. She comes to
our office once a month and it takes only an hour or two. She has
also cleaned up previous messes to bring everything current.
Finally, she goes the extra mile and takes care of things like
communicating with the State for EDD issues and whatever is
required. And she is a pleasure to work with.
I have an amazing bookkeeper. Her name is Shannon Kotter.
She is organized, smart, professional and dependable. She is
also a pleasure to have around the office. She works 8-10
hours a month for me on a contract basis.
I have worked with several bookkeepers. Shannon is clearly
When Shannon started, she was willing to work with the
systems and policies I had in place; later when the
opportunity came up to make improvements she presented
various options so that I could decide. She is a great
communicator. She lets me know exactly what is going on
without overloading me with emails or phone calls. Her
attention to detail is amazing - she never makes mistakes.
She is professional and friendly when communicating with
clients and is able to understand the personal dynamics
Shannon has a complete understanding of general accounting
practices; she has the ability to problem solve and
communicate, and she has strong organizational skills.
does A/R, A/P, journal entries, general ledger, bank
reconciliations, and payroll. She uses Quickbooks, Excel and
Shannon Kotter can be reached through email:
Bookkeeper who uses Quickbooks or Quicken
Can anyone recommend a bookkeeper who uses Quickbooks or Quicken for
the Macintosh and PC?
We're looking for someone who can come into our home and
catch us up on our bookkeeping, and maybe come in on a regular (or
irregular) basis to enter expenses and income when we get behind
again. We're not sure which of our computers
we'll use or which software. Can anyone recommend someone
trustworthy? I know good bookkeepers can cost up to $75/hr., but
we're hoping to pay somewhat less than that.
Susan Shub is a certified Quick Books trainer who will come to your
home or office. She helped me get my small business accounting system
set up on QB in just a few hours. She also provides bookkeeping
services out of her office on Grand Ave. by Lake Merritt. She is
pleasant and easy to work with. Her number is 834-2180.
- S. Robbins
A few months ago I needed help with Quick Books and found Babs.
email@example.com. She lives in Santa Cruz but travels. She
came to my house in Berkeley several times for an hour or two and
helped me get straightend out and organized. The price was very
resonable and it worked out great.
I use Maggie Carraciolo with Basic Bookkeeping. My joke is that she
is so good that if she leaves I am retiring. I have a clinical skin
care center in Alameda with over 600 products as well as a variety of
services. I have been in business for 13 plus years and have had
several bookkeepers during that time. My business has never run so
smoothly and my bookkeeping experience been so pleasant since Maggie
joined me. I highly recommend Maggie to anyone who asks. I probably
shouldn't because I don't want her to get too busy. She is
delightful. Good luck.
I can recommend my bookkeeper who has worked for me
both in a larger but still small business and currently in my very
small business. She is well-versed in Quicken/Quickbooks on both PC
and Mac. Her contact info is Sandra Montgomery,
I whole-heartedly recommend my bookkeeper Alan Gaber of +Bookkeeping.
He is familiar with QUicken and QUickbooks. He is very diligent,
friendly, patient, organized and fun to work with. He helped me get
my finances totally organized. You can reach him at 510-414-9935.
Personal instructor for Quickbooks
Can anyone recommend a Quickbooks personal instructor who
can come to my office in Berkeley and train me in
Quickbooks? (Recs. in the archive are a bit old.) Pluses
are specific experience with high-tech small business,
payroll, and government grant administration / bookkeeping.
Lee Sheaffer (www.BizVision.us) was referred to me by my accountant and was I
relieved. She is amazing. Has being doing this for years and knows all the
tips/tricks. She doesn't do the bookkeeping part of the work any more. Now she
focuses her skills on helping people make the most out of QB and is definitely
I would highly recommend Kathy Holtzapple of Holtzapple and
Associates. She is a bookkeeper and is great with
Quickbooks. I know that she is building her business and I
think that she would be a good fit to come out and train
you on Quickbooks.
I can't recommend her highly enough.
Holtzapple & Associates
3130 Crow Canyon Rd
San Ramon, CA 94583
Maggie Caracciolo, Basic Bookkeeping, is very knowledgeable about Quickbooks.
In addition to her services as a bookkeeper, Maggie trains people in the use of
Quickbooks. Give her a call at 510-414-3723.
Hourly rate for bookkeeper?
I was just wondering what the going rate for a bookkeeper
(independent contractor) is these days. The work would be
for a small business that would only entail AP, AR, credit
card and bank Reconciliations, and reporting for the
I was quoted a price of $50/hour and was wondering if this
is a legitimate price to pay for a bookkeeper?
I have a small home-based business and have had a good
number of bookkeepers over the years. I've paid as little as
$25./hr for people just starting out to as much as $60./hr
for my present bookkeeper who's very efficient and experienced.
Even though my books are not complex, I've found that people
without sufficient accounting background can make mistakes,
some of which are small and immediately obvious, some of
which are major and don't show up for awhile. Consequently
I've decided that I'd rather pay more per hour for someone
experienced, and the fact is that my present bookkeeper is
so efficient and capable that her total bill is consistently
less than some $25./hr people I've used! And I have peace of
mind that all is in order.
I can't recommend my bookkeeper highly enough. She's Erin
Harper, 510-517-9773 or firstname.lastname@example.org
I have a small professional business and pay my bookkeeper $60. She does in 2
hours what would take me days to get around to and it is worth it.
I'm seeking a reliable bookkeeper familiar with Quicken on a Macintosh to
upgrade to the latest version and all that it entails. Anyone know somebody?
Lee Sheaffer (510) 295-4399
she helped me setup and run quickbooks on my macbook. she is extremely
knowledgeable, generous with her time and skills.
I am looking for a bookkeeper to come to my house once or
twice a week to do bookkeeping for my small home-based
property management business. I live in the El Cerrito
Hills. Bookkeeper should be familiar with Quicken and
excel. I am open to switching to Quickbooks if my reports
can be generated easily, so I would want them to learn what
I do before switching. My current bookkeeper just quit to
take on a full time job, so I am looking for someone ASAP!
Diana, I use a wonderful tax preparer SOS
Business Services http://www.sosbusinessservices.com/ ;
i bet RJ can help you!! Tell her Ingrid sent you. Oh,
she's in SO CAL but we've had no difficulty working long
distance, as she does with most clients.
I have a small home-based business and love my bookkeeper,
Erin Harper. She's experienced, knowledgeable, efficient,
and very easy to work with. Her rates are a little higher
than some bookkeepers I've used, but because she's so
efficient I end up paying less in the end. I really can't
recommend her highly enough! Her contact info is
510-517-9773 or email@example.com
I have a great bookkeeper. Her name is Nancy Rogers.Her
number is 925-283-5738.
I am looking for an experienced (at least 5 years experience) bookkeeper for my
small, home office. I am a consultant for a foundation and am looking for
- Come in to the office (N. Berkeley) once a month for about 3 hours
- Be proficient on a Mac with Quickbooks
- Pay Bills
- Reconcile business and personal credit card statements and accounts
- Prepare Profit & Loss Statements, etc., as needed
Ann Valliant and her son, Loren, are expert bookkeepers
and QuickBook consultants. Loren specifically helped me
get set up for my LLC. He came to my office and walked me
through. I can highly recommend them.
firstname.lastname@example.org or (510) 848-1516
My husband and I run a non-profit project that requires detailed
quarterly reporting to our funders. We are looking for a
trustworthy, skilled, detail-oriented bookkeeper to work with us
twice a month or so to track our expenses and help prepare our
financial reports. Must have experience using Quickbooks for
non-profits. Also, what is standard pay for this type of work?
Any recommendations welcome. Thank you.
I strongly recommend Jill Herschman for your bookkeeping needs.
Jill has worked as a bookkeeper for a number of small local
non-profit and public-interest organizations over the years. She
also has done an incredible job serving as treasurer for our
Berkeley public school PTA for the last 2 1/2 years, handling
everything from setting up accounts and record-keeping systems
(that had been sorely lacking) to taxes, audits, budgets and
education of parents, teachers and staff about how these things
work. Also important: Jill is responsive, very tech-savvy, a
great communicator, gets along well with everyone and has a great
sense of humor. She's also the mom of two young boys.
I understand that $40 per hour is a standard rate for this type
You can reach Jill Herschman at email@example.com or 549-0953.
I am a sole practitioner architect and I recommend the woman who has been my
bookkeeper for nearly a dozen years, Sandra Montgomery. She is very honest,
dependable, detail-oriented and knows Quicken and Quickbooks well. She is best
reached via e-mail - firstname.lastname@example.org. Her cell phone is 510-325-
I am looking for a bookkeeper for my small, home office. I am a
consultant for a foundation and is looking for someone to:
- Come in to the office once a month for about 3 hours
- Be proficient on a Mac, with Quicken and Quickbooks
- Pay Bills
- Reconcile business and personal accounts
- Prepare P & L's, as necessary
- Be reliable!
Please pass along your suggestions. Thank you!
I am delighted to recommend Shannon Kotter for bookkeeping services. She
is a former staff member of mine and the quality of her work is excellent.
My entire team was disappointed when she chose to leave full-time
employment for a more flexible part-time schedule. But our loss could be
your gain. Her contact information is ''email@example.com''.
I recommend Shannon Kotter. I worked with her for years. She's very
professional and organized. On top of that, she's lovely to work with. A
real gem! You can reach her at firstname.lastname@example.org.
I also have a small business and my bookkeeper is truly the best-
extremely competent and efficient, personable, easy to have around, and
totally reliable. I've had other bookkeepers, some of whom were cheaper,
but Erin has never made a mistake (the others all did) and she has saved
me money in the long run because she's so quick and accurate at her work.
I can't recommend her highly enough.
She's Erin Harper, 510-517-9773 email@example.com
I can't recommend Shannon Kotter highly enough. I worked with Shannon for
almost 7 years. She is professional, completely reliable, exceptionally
detail oriented, and a pleasure to work with. I would be happy to provide
a reference for her if you would like to further discuss her work. Her
email address is firstname.lastname@example.org. if you wish to contact her.
I've been calling all the names of bookkeepers from the archives
and have found that many of them have moved away or aren't in
business anymore. I am needing a bookkeeper for my small
business who is patient (I am not very good at these matters and
really need help), warm, and friendly as well as experienced,
accurate, and trustworthy. I would like to develop a great
long-term relationship with a bookkeeper and would very much
appreciate some new recommendations.
looking forward to your referrals
My wife and I have been friends with Lindy Sinclair for nearly 20
years, and her bookkeeping client as well, when we had such needs.
She is talented, smart (Mensa member), and above all, friendly and
compassionate. We're the sort of people who used to open a new
checking account when we'd made such a mess of the old one. In her
therapeutic mode, she helps clients, when needed, work through
situations that may have led to accounting problems or financial
problems. She lives and works in El Sobrante, and is young enough
to begin a long-term relationship, and old enough to bring a
mature approach to her work. email@example.com, and a small
but informative website at http://www.lindysinclair.com/
For a thoughtful, patient, exacting and friendly bookkeeper, tax
consultant and tax preparer, please contact
1735 9th St, Berkeley, CA 94710-1836
Contact Phone: (510) 526-0970
I've been a happy client of Lynne's, and she's helped me keep my
marketing communications business in order for over 15 years!!
i have used the services of Nancy Grays and have recommended her
to many small business owners. she is amazing and best of all, she
works fast and meticulously. she even tries to make accounting
easy enough for you to do it yourselves, if you would like. her
contact info is:
Hi - I saw your post on a bookkeeper and have been very pleased
working with Kate Voyageur. She's actually an MBA doing this now
as her business and is really good at helping sort through the
details and helpful with bigger business questions too. Her email
I recommend Jill Herschman, firstname.lastname@example.org or 510.549.0953, as a
bookkeeper. She is responsible, dedicated, knowledgeable and
creative as well as fun and pleasant to work with. She works well
teaching those who don't have prior experience as well as with
those who are peers with similar experience. Jill prefers working
for people with children and has experience working for
individuals, small and large businesses and non-profit
organizations. Give Jill a call. You'll be happy that you did.
I have enjoyed working with Beth Zeitman in Berkeley; she's
You can reach her at 517-5469 (cell). I'm finally in control of
Quickbooks and have a sense of what's what.
Relieved to have found her
Hi. My small retail shop needs a Bookkeeper. I would love some
recommendations. We are located in N. Berkeley.
Lynne Clenfield has been the esteemed and thoughtful bookkeeper for my
small (very small) business for more than 20 years. She pays attention
to the details, completes the necessary sales tax reports, lets me know
what records to keep, and turns that shoebox of receipts into a clear
profit and loss statement.
Lynne Clenfield, Bookkeeping
I would recommend Swirl Solutions located in Richmond. Their number is
Marlene Mason. She services small businesses (construction, retail,
inventories and union also) and individuals in the area. Give her the
receipts or figures and get out of the way. Fast and orginized. Her
number is 415-898-0507
Does anyone have a super bookkeeper? I have an existing small
business and am looking for a bookkeeper who will come to my
office 1-2x per month and finesse my quickbooks. I need a
professional to improve our existing systems, but I don't want
someone who wants to ONLY work in their own office.
I highly recommend my part-time bookkeeper, Jill Herschman. While
she is fantastic with Quickbooks and Quickbooks Online, her great
strengths are in getting the bookkeeping done in record time, with
no errors (we have reconciled to 0.00 for over a year), and she
still manages to take care of countless other office and
financial-related efforts that make running a business much easier
for me. I am a retailer on Fourth Street in Berkeley and she has
been coming to the store for about a year now.
I can't recommend Jill highly enough. You can reach her at
email@example.com and I am happy to provide a more detailed
recommendation as needed.
I have a small architecture business and I am looking for a bookkeeper and
some one that can maybe do a little light office management. The job would
include invoicing, knowledge of sales tax and payroll, preparing information
for year end taxes, entering expenses and tracking money in Quick Books and
some light filing (just our financial stuff). Someone with architecture or
construction bookkeeping experience is a plus. Would need about 1-3 days a
month. Does anyone have any good recommendations?
I would suggest a company called RYAN Business Solutions. The contact
person is Pat Ryan and he ran a consulting engineering office for 20
years. He has started his own company which specializes in the areas you
requested. His contact is 925-786-1749 or firstname.lastname@example.org I am using
his business services for the San Ramon Valley High School ski swap, which
is a major fundraiser for our school.
My fantastic bookkeeper, Erin Harper, has time to take on some new accounts,
and I really can't recommend her highly enough. She's helped me on and off in
my small business for the last ten years, and is the best bookkeeper I've
ever worked with. She smart, efficient, takes initiative, and is an easy
person to have around. Because she's so fast and efficient, my sessions with
her often come out to cost less than when I've used people who charged less
Erin's a gem, and she deserves clients who appreciate her and treat her well!
I'm seeking a reliable bookkeeper who will come to my home in N. Berkeley on a
monthly basis to reconcile accounts and pay bills. This usually takes 2-3 hours. I
use Quicken on a Macintosh. Anyone had experience or know of such a
I would like to recommend my bookkeeper, Anna Bennett for your
home business. She has been my bookkeeper for my architectural
business almost 4 years and I don't know what I would do
without her. She comes in usually just once a month at the end
of the month to input all my receipts, etc. into Quickbooks and
then helps me generate the monthly invoices for my clients.
Anna is intelligent, efficient, knows Quickbooks and all the
required tax info and saves me a great deal of headache. Feel
free to contact me if you need more info, or you can contact
Anna directly at: (510)237-9771 or via email:
ABenn91269[at]aol.com. Best of luck!
I am looking for a bookkeeper for my small business. I've
checked the archives and there are only a few listings from
several years ago, so current recommendations would be a great
help. We use Quickbooks on a cash basis, have two employees, do
our own payroll and do not have inventory. I do the basic entry
of checks and deposits and need help with payroll, monthly and
quarterly tax payments, reconciliation etc, and tax planning if
possible. The books are kept in Montclair, but working over the
Internet is certainly a possibility. Thanks much!!!
- bookkeeper-less in Oakland
I would recommend Diane Tyler of D.L. Tyler and Associates. Her
office is at 440 Grand, Suite 202 in Oakland. Phone - 444-1355,
email - diane[at]dltylerandassociates.com. Check out her website:
I have a situation with my bookkeeper. My accountant has commented that she can't
understand why it is taking so long to get my books prepared for tax time (two
consecutive years we have had to apply for two extensions with a third expected this
year). I engaged her about 6 months after starting my business, so she has been
playing catch up, but we are still not up to date, two years later.
She charges me $70 and hour for data entry into Quickbooks and $90 and hour for
'consulting', which seems to constitue any conversation I have with her involving her
answering a question about my books. And she charges for her travel time to my
house/office. She comes around 2 times a month. (She does not seem to have time to
come more often than that)
Anyway, I am trying to decide if I am being overcharged and whether she is taking too
long. She is very thorough, but I am not sure if she is efficient. She loves to stop
and chat with me - so i often make sure I am not home when she comes to work in my
We have two checking accounts (with about a half page of transactions each) which she
is tracking and also between 3 to 4 credit cards. She enters the transactions
manually into the program rather than importing them.
As a sole proprieter of a small business I don't have time to do what she does, even
if I did know how to, nor do I know what's a realistic amount of time to do this many
accounts. Each credit card statment probably has an entire page of transactions on
it. However I am spending around $6000 a year having her come to do them.
How can i figure this out? Is it worth me showing another bookeeper my books to see
if they agree with my accountant. or Should I just stop complaining. I would love to
hear from anyone who has a great bookkeeper for a home-based small business. thanks
feeling overcharged and clueless
It certainly sounds like you are being charged WAY too much by your bookkeeper. I
also run a sole proprieter business, and my bookkeeper comes and does my books
monthly on Quickbooks (it doesn't sounds like I need as much data entered as you
do). She also prepares all my quarterly taxes (sales tax, employment taxes) and
deos my payroll, as well as preps for my accountant annually -- which is done very
easily. She charges $35/hour and usually works about 4-6 hours/month. She takes
phone calls from myself and my assistant without charging, and is extremely honest
and thorough. I wouldn't even imagine that she would ask to charge for travel time.
So the short answer is yes, I think you should be looking for another bookkeeper!
As the sole proprietor of a small business with about 10 years of
bookkeeping help (before that I did it all myself on paper), I
don't think that you are being overcharged regarding the hourly
rate. A good bookkeeper has to understand principles of
accounting, not just be able to read and enter figures, and it
takes training and experience to get those down well.
I presently pay $65. an hour, plus travel time over 1/2 hour
round trip, for experienced help. If I call her on the phone with
a question, I always say, ''Don't forget to put this time on my
I've had cheaper bookkeepers, and twice have later paid
substantially more than $70. an hour for my business consultant
to come in and sort and straighten out the mess left behind
(which wasn't obvious at the time it was happening).
As a small business owner, you know that your time is your money,
and it's the same for a bookkeeper. Running around from one small
job to another eats up a lot of time and gas.
Whether or not she's taking ''too long'' isn't something anyone can
accurately evaluate just from hearing your list of tasks. If I
had your same concerns, I'd hire (i.e. pay for the consulting
time!) another similarly qualified bookkeeper to assess the
If you haven't already told her of your time concerns, do so now.
If you haven't already told her that work chatting doesn't do it
for you, that you can't chat and focus at the same time, just say it.
But there's a couple of things I'm wondering if are in the
background of your post:
1) maybe you just don't particularly like this woman's style, and
it's not a good personality match
2) having a business, especially a new business, is financially
stressful, and you may be letting those concerns cause you to
resent paying professional rates to a fellow professional for
i am a california CPA and charge about the same amount for the
services you described. if you are paying about $600 per year,
thats approx. 6 hours per month. based on the amount of
transactions you have described, that seems very reasonable. i
also enter most of my transactions manually...many times this
method is more efficient, depending on the nature of the
tranactions and the accuracy of the download.
the one thing i would be concerned with is that you are still
behind...financial data is most useful when it is timely and if
you are consisently lagging behind, you are not getting the full
benefit of professional accounting services.
I'm a Bookkeeper and I would say that $70/hour is pretty
expensive, unless she's providing services outside what you would
get from a full charge bookkeeper. Does she do your taxes?
Budgeting? etc. Everybody works at their own pace, of course, and
it's good if she's slow because she's thorough. Asking for
reimbursement for travel expenses is reasonable, but she
definitely shouldn't be charging you for time spent chatting!!
It's up to you to decide if you think you're being ripped off,
but I always say to go with your gut!
I do bookkeeping for small non-profits (and undercharge...got to
work on that...), but for $70 an hour you should VERY reasonably
expect your books to be up to date and ready for your accountant.
It sounds as if two days a month should be PLENTY to maintain
the books of a small office if you are paying the bills/invoices
and other day to day processes etc. If she has been with you for
two years there should be little need for ''consultation'' other
than the occasional questions ''what was this expense for? Do you
have back-up for this'' etc. etc. Charging more for consultation
of this sort is a RIP OFF!
HOWEVER! If your bank statements, credit card statements, check
ledger, back-up invoices and receipts are not available to her
when she arrives, you can expect delays in the processing of
information. (I have this issue with a few clients who send
information to my home office and OFTEN forget to send complete
information for months at a time....grrrr.)
Have someone else look at your books. You will not be sorry.
this page was last updated: Oct 11, 2013
BPN is now a 501(c)(3) non-profit and we are transitioning to a new website during
The opinions and statements expressed on this website
are those of parents who subscribe to the
Berkeley Parents Network.
Disclaimer & Usage for
information about using content on this website.
Copyright © 1996-2015 Berkeley Parents Network