Bay Area Accounting and Payroll Services

How It Works

San Francisco Bay Area Bookkeeping ServicesOur clients find that working with Bautista & Co Accounting is much simpler, easier, and less expensive than hiring an in-house person to handle their bookkeeping and accounting. The process is extremely streamlined and straightforward:

1. You send us your source documents:

  • Fax them to a toll-free number we set up just for you.
  • Scan them and email them to our secure email address.
  • Send them via mail.
  • Use our free Mail Receiving Service and have them sent directly to us, and stored in your own personal Document Library.
  • Your Bookkeeping Manager reviews these documents and processes them.

2. We update your books:

  • We work on the software of your choice: QuickBooks®, Quicken®, Peachtree®, MYOB®, etc. There are a number of ways we can share access to the files.
  • Your Bookkeeping Manager does all work according to your specifications.

3. We give you the updated books:

  • We put the files back on our 128-bit encrypted server and you open them just as if they were on your own desktop
  • Or, you login to the online accounting software via the Internet whenever you need to- 24/7/365 – and see the updated books.

4. We provide your monthly financial statements.

  • At month’s end, we provide you with complete financials so you know where your business stands!