ABOUT EASY BOOKKEEPING 123

Helping Entrepreneurs Thrive—One Ledger at a Time

Easy Bookkeeping 123 was founded from the journey of one of our executive leaders, a former struggling restaurant owner who transformed hardship into purpose. It is a story that reflects the power of resilience, learning from failure, and building stronger businesses through financial clarity.

In 2009, one of our executive team members opened a restaurant driven by passion, grit, and the dream of building something meaningful. Like many entrepreneurs, they wore every hat, including bookkeeper. With only a basic understanding of accounting, managing the books internally seemed like the practical and cost-saving decision.

However, the reality of business finance quickly set in. A DIY approach led to costly accounting errors, confusion, and operational challenges. Eventually, professional support was needed to correct the books at a significantly greater cost than if the right systems had been established from the beginning. The financial strain became one of several factors that ultimately contributed to the restaurant’s closure.

That experience became a turning point.

We recognized that many business owners do not fail because they lack passion or commitment. More often, they struggle because they lack the right financial guidance and operational support. Inspired by this realization, one of our executive leaders pursued formal accounting education and sought mentorship to strengthen her expertise, transforming hard-earned lessons into a greater purpose: helping entrepreneurs avoid the same costly mistakes.

In 2014, Easy Bookkeeping 123 was launched to become the trusted resource we once wished we had, delivering clarity, accuracy, and peace of mind to small business owners navigating complex financial responsibilities.

Today, Easy Bookkeeping 123 proudly supports small and mid-sized businesses across the San Francisco Bay Area.

Our mission is simple:
To take bookkeeping off your plate, so you can focus on what you do best: growing your business.

With firsthand experience from both the business ownership and financial management side, we understand what is at stake. We do more than manage numbers. We act as trusted partners, helping our clients make informed decisions, strengthen financial visibility, and build a solid foundation for long-term success.

Meet Our Accounting Director

Phoebe Tu – From Business Owner to Bookkeeping Expert

At Easy Bookkeeping 123, our leadership is shaped by firsthand business experience. As Accounting Director, Phoebe Tu understands the realities entrepreneurs face because she has lived them. From managing daily operations to navigating financial challenges as a former restaurant owner, her experience gives her a practical understanding of what it takes to keep a business running.

With over 15 years of hands-on experience, Phoebe transformed hard-earned lessons into expertise, pursuing formal accounting education and mentorship to build a strong foundation in bookkeeping and financial management. Today, she serves as a trusted bookkeeping resource for CPAs and supports small and mid-sized businesses across the San Francisco Bay Area with accurate, reliable financial oversight.

From monthly closings and historical cleanups to audit preparation and reporting, our team delivers precise, timely, and compliant financials so business owners can stay focused on running and growing their business.

How I Help You Succeed

Peace of Mind: Your books are accurate, organized, and stress-free.
Time Savings: I handle the books, so you can focus on what matters most.
Financial Clarity: Customized reports empower smarter strategic decisions.

Core Expertise

Bookkeeping Clean-Up: Fixing historical errors and streamlining even the messiest accounts.
Monthly & Year-End Closings: Consistent, accurate closings that keep you on track.
Custom Reporting: Actionable insights tailored to your business goals.
Audit Support: With 90% fewer errors, audits become smooth and low-stress.

Key Accomplishments

✅ Corrected over 1,000 recording errors, reducing discrepancies by 99%

✅ Reconciled five years of records in just 15 days across multiple periods

✅ Balanced complex balance sheets with outstanding entries fully resolved

✅ Secured over $2 million in PPP loan forgiveness through compliant processing

"She doesn’t just manage numbers; she provides clarity and insight —enabling you to make informed decisions that drive business success." — Sunny P., Operations Director

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Meet the team

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Business Operations Bookkeeper

Arvee Cosme

The Operator: Runs day-to-day bookkeeping operations and leads a team of two.

A nurse at heart and a dedicated supermom, she somehow manages to balance family, work, and self-care—on the days she actually remembers what self-care looks like.

data entry Bookkeeper

Jenny Victoria

The Verifier: Verifies client data daily to keep records accurate.

Outside of work, she enjoys creating digital content and short video reels—proof that she brings creativity and attention to detail to everything she does.

Bookkeeping Reporting Coordinator

Natalie Tamaoki

The Reporter: Turns verified data into clear reports for client review.

An analyst at heart, she’s a proud cat mom who loves traveling and living in the moment—and often jokes that the aliens are coming for us one day!

“My bookkeeping was in disarray being a new franchise business owner and I needed my books prepared for the tax preparer. Phoebe came to the rescue and organized and prepared my books in the specific fashion that my tax preparer needed it. Working with Phoebe has been tremendous, she keeps me on track, easy to work with and very professional. I highly recommend Easy Bookkeeping 123 to anyone."

Darrin O, Sacramento, CA
Multiple Franchise Business Owner