ABOUT EASY BOOKKEEPING 123

Helping Entrepreneurs Thrive—One Ledger at a Time

Easy Bookkeeping 123 was born from the journey of a struggling restaurant owner who transformed into a successful bookkeeping expert—a story that highlights the power of learning from failure.

In 2009, I opened my own restaurant—driven by passion, grit, and the dream of building something meaningful. Like many entrepreneurs, I wore every hat, including bookkeeper. With only a basic understanding of accounting, I thought I was saving money by managing the books myself. But the reality caught up quickly. My DIY approach led to costly errors and confusion. Eventually, I had to hire a professional to fix the mess—at a much higher cost than if I had done it right from the beginning. The financial strain was part of what ultimately led to my restaurant’s closure.

That painful experience was a wake-up call. I realized that business owners don’t fail for lack of passion—they falter when they don’t have the right support. Determined to help others avoid the mistakes I made, I pursued formal accounting training and turned my hard-earned lessons into a new purpose.

In 2014, I launched Easy Bookkeeping 123 to be the resource I once needed—a team that brings clarity, accuracy, and peace of mind to small business finances.

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 as both a business owner and a bookkeeper, we understand the stakes. We don’t just crunch numbers—we serve as trusted partners, helping you make informed decisions and build a financially strong foundation for long-term success.

meet the founder

Phoebe Tu – From Business Owner to Bookkeeping Expert

My name is Phoebe Tu, and my journey into bookkeeping began where many entrepreneurs start—on the ground, running a business and juggling everything at once. With over 15 years of hands-on experience, including my own hard lessons as a former restaurant owner, I’ve seen firsthand how poor financial management can quietly unravel a great business. That experience became my turning point. I dove into accounting education and built a practice dedicated to helping business owners avoid those same pitfalls.

Today, I’m proud to be the trusted bookkeeping referral for CPAs and a partner to small and mid-sized businesses across the Bay Area. My clients rely on me not just for clean books—but for financial clarity. I bring precision, efficiency, and QuickBooks mastery to every engagement. Whether it’s monthly closings, historical clean-ups, or audit prep, I ensure your records are accurate, timely, and fully compliant—so you can focus on growth with total peace of mind.

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

Let’s talk

Meet the team

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