About
We are a group of professionals in the San Francisco Bay Area who have been meeting for several decades in person and virtually for education, collaboration, and networking. Our members have a wide variety of skills and specialties.
If you are a potential client: we want to help you find the help you need. Contact us so that we understand what you’re looking for based on things like your budget, industry, working style, software you prefer, time frame, and other specific needs.
If you are a bookkeeper: We do not charge a membership fee. We welcome people of all skill levels. A great first step is to be a guest at one of our meetings. Contact us.
Get services
What tasks do you need to have done? We are happy to help you define your job if you do not already know your needs.
All our members are invited to respond to you individually. You can then screen them based on who will work best for you.
Want help? Contact us.
Bookkeeping
Invoicing, bill payment, bank reconciliation, financial statements, documentation.
Tax
Enrolled Agent (EA), Certified Public Accountant (CPA), tax preparer, strategy, estate planning.
Business administration
Customer service, mail processing, calendar management, social media, travel planning, organization.
Advice for Selecting a professional
Skills. You may incorrectly think of bookkeeping as one particular skill. In fact, there are many different skills. Most bookkeepers have a few specialties. There is a wealth of specific knowledge which may be necessary for bookkeeping for your business. For example: a big hair salon in Marin selling many products and renting out chairs to lots of stylists has very different bookkeeping needs from a sole proprietor tech consultant in San Francisco, or a nonprofit with government contracts to provide childcare in Contra Costa, Alameda and Santa Clara.
Experience. Some of our members have newly chosen the field of bookkeeping. Others have been in the field for a lifetime and supervise and train other bookkeepers. By having a mix of experience levels in our network, we keep each other aware of both the time-tested best practices and the new innovations in our field.
Team Approach. Although our network answers questions and provides training to members, if you hire one of our less experienced bookkeepers, we recommend having someone more experienced check their work (perhaps quarterly). This can lower your cost and at the same time make sure there are no mistakes being made. Having more than one person review bookkeeping is a best practice, anyway! A team not only is more likely to find errors and omissions, but also helps prevent and detect theft.
member events
Are you thinking of joining, but not a member yet? Most meetings are open to guests - just contact us if you’d like to attend.
June 2024 - Virtual (Zoom)
LinkedIn: how to use it yourself, for your business, and how we might use it for our group.
July 2024 - In Person (Oakland)
Member Social Event: networking, food, and fun.
meet just a few of our members...
Lucia Reynoso Haet, Integrated Operational Solutions, LLC
I take care of your accounting–so that you can take care of your business.
Susan McKearnan,
Personal Business Assistant
Helping you manage the business of life.
Jessica Keahey,
RBA Bookkeeping Services
Bookkeeping services for
non-profit organizations.