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Our Services

Expert Bookkeeping Solutions That Drive Your Business Forward

At EasyBookkeeping123, we’ve built a reputation for delivering top-tier bookkeeping services to businesses across a range of industries. Whether you’re looking to streamline daily operations or overcome complex financial hurdles, we offer the flexibility, expertise, and personalized solutions you need to succeed.

 

Why Choose EasyBookkeeping123

Choosing the right bookkeeping partner is one of the most important decisions a business owner can make. At Easy Bookkeeping 123, we blend accuracy, empathy, and expertise to deliver financial clarity you can trust.

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Here’s what sets us apart:

✅ CPA-Referred Expertise – Trusted by accounting professionals for accuracy and reliability.
✅ Service-Based Focus – Proven experience with HOAs, property managers, medical clinics, and restaurants.
✅ Virtual & Local – Seamless remote support from a dedicated Bay Area–based team.
✅ Tailored Solutions – Customized services that grow with your business.
✅ No Task Too Big or Small – From routine bookkeeping to complex cleanups, we handle it all.
✅ 10+ Years of Experience – Serving entrepreneurs since 2014 with hundreds of success stories.
✅ Transparent, Judgment-Free – We meet you where you are and help you move forward with confidence.

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Our Promise

We make bookkeeping simple, professional, and personal—so you can focus on running your business with confidence. Whether you’re catching up on past records or ready to scale your operations, our team provides the structure and insight you need to make informed financial decisions.

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Focus on What Matters Most — Your Business

Whether you need help with day-to-day bookkeeping, financial forecasting, or one-time project support, we’re here to free you up to focus on what’s most important: running and growing your successful business.

QUICKBOOKS
SET UP FOR
NEW BUSINESSES

Businessman  accountant

Starting a new business is exciting! But managing your finances can feel overwhelming. We can help!

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Our QuickBooks setup service for new businesses includes:

  • Company and Chart of Accounts Setup: We'll configure QuickBooks to match your business structure and industry needs perfectly.

  • Data Importation: If you have existing financial data, we can seamlessly import it into your new QuickBooks file.

  • Customizable Invoicing & Accounts Payable

  • QuickBooks Training & Ongoing Support

MONTHLY
BOOKKEEPINg
SERVICES

Account Audit Bank Bookkeeping

Our comprehensive monthly bookkeeping services offer a seamless solution to keep your business finances organized and running smoothly. We handle all key financial tasks, ensuring accuracy and efficiency, so you can focus on growing your business.​

  • Transactions Recording

  • Accounts Payable & Receivable

  • Bank Reconciliations

  • Payroll Recording (W2s /1099s)

  • Financial Statements: Income Statements, Balance Sheets, and Detailed Transaction Reports

  • Sales Taxes Filing (CDTFA)

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Custom Bookkeeping Package Available - Ask us!

BUSINESS TAX
DOCUMENTS PREPARATION

Image by Olga DeLawrence

We understand the importance of Accurate & Timely Bookkeeping.  That's why we work directly with you and your CPA to ensure a smooth and efficient bookkeeping process.

Benefits of Collaboration:​

  • Increased Efficiency: Streamlined communication between all parties avoids duplication of efforts and saves everyone time and money.

  • Minimized Discrepancies: Collaborative communication reduces the risk of errors and ensures your financial records are consistent across the board.

  • Year-End Tax Preparations 

“Phoebe has solved the accounting needs of our small business. She has taken so much work off our day-to-day adminstration by proactively solving problems as needed, while keeping our team in the loop on major decisons. Thank you, Phoebe, for helping us stay focused on our core business without sacrificing on the accounting side."

Eric Howard, Co-founder
Oakland, CA 
Direct Message Stuido

Trusted by Bay Area CPAs & small businesses since 2014

The go-to referred bookkeeper for accounting firms that value accuracy & reliability.

Women's Insider Contributor - Phoebe Tu
QuickBooks Desktop
QuickBooks Online

phoebe@easybookkeeping123.com

Tel: 415-570-8568

We look forward to serving you!

©2025 by Easy Bookkeeping 123 - Locally Woman-Owned & Operated

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