Streamline removes the burden of bookkeeping and provides monthly tax-ready financial reports. It was a relief to find Jeff after working with a couple of bookkeepers that weren't giving us proper attention. Jeff is kind, relaxed, and such a pleasure to work with. Finally since the business started we have accurate financial statements.
Jeff has also helped us make decisions about purchasing a car, hiring independent contractors vs employees. He has definitely saved us money and we appreciate him being part of our team! Your professionalism, paitence, and understanding have been incredible, especially given just how difficult and exhausting I've found it to launch and maintain a start-up firm.
Jeff has also helped us make decisions about purchasing a car, hiring independent contractors vs employees. He has definitely saved us money and we appreciate him being part of our team! Your professionalism, paitence, and understanding have been incredible, especially given just how difficult and exhausting I've found it to launch and maintain a start-up firm.
Services
Our goal is to help our clients increase their profitability. We do this by providing superior bookkeeping systems. We help our clients get organized and give them the comfort of knowing that their books are accurate and current. A key to financial success is making informed decisions. Too many business owners wait until the end of the year to review their numbers.
Three staff members are assigned to each client: a Preparer, Reviewer, and Manager Review. This ensures that all transactions are being recorded properly and that several members of our team are familiar with your books. A customized client checklist is created to be sure that all accounts are being reconciled according to your needs, and the statements are ready for your tax preparer.
Most potential 1099 Vendors (if not all) will be listed in QuickBooks' Chart of Accounts, under the Expense category: Outside Services, and Rent Expense. It is the responsibility of the business owner to have the W9 information for the 1099 filing. For Example: XYZ Company pays $750 to a computer tech with the following invoice details: $700 for labor time, $50 for a modem that he purchased with the intent of being reimbursed.
Reviews (11)
Satya L.
Nov 08, 2020
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Byron M.
Jul 11, 2020
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Lawrence Kohn
Nov 28, 2017
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Cynthia B.
Mar 21, 2017
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Erin L.
Jan 18, 2017
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If you are a small business still messing with your books, stop now. Seriously. It's not worth the time and sanity that you sacrifice in trying to do a job you are not trained to do. Think of all the more productive, lucrative and fun things you could be doing with your time instead of trying to reconcile your financial transactions. I started working with Jeff and team several years ago and have never turned back. His prices are reasonable, services are top notch, and customer service is outstanding. Simply put, Streamline is an efficient, hardworking, detail oriented bookkeeping service
Aaron E.
Sep 01, 2016
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Dan Freed
Jul 01, 2016
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Babylon Tours
Oct 03, 2015
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I let the bookkeeping slip for about a year and Streamline Bookkeeping helped to get us caught up. This might sound crazy but I am sleeping better knowing that my business is in order and all of the books are current! Now we have systems in place that keep us current. Streamline does great work and I really appreciate their help.
Rob J.
Aug 26, 2015
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Trevor Caudle
Jul 15, 2015
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Jeff is a wonderful bookkeeper. In my capacity as attorney to many many Bay Area small businesses, I have referred several clients to Jeff and heard nothing but great feedback. He is professional, knowledgeable, and responds timely to client's questions/concerns. What more could you ask for in a bookkeeper?
If you are a small to midsize business in need of a bookkeeper, I highly recommend that you give Jeff a call. Jeff and his team will not let you down.
If you are a small to midsize business in need of a bookkeeper, I highly recommend that you give Jeff a call. Jeff and his team will not let you down.
Alyssa D.
Jun 18, 2015
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