We started this business 4 years ago with aspirations to help business owners understand their financials and focus more on running their business with solid numbers. We began servicing businesses in Pomona and have branched out over the years to service San Bernardino, Orange, and L.A. County.
We've consistently provided reporting and accounting support for a wide-rage of industries (Manufacturing, Restaurant, General Service, E-Commerce, Construction, Plumbing, etc.) with the goal of relieving pressure from businesses owners and their spouses.Continuing to be of service to the community, we work with the Scholarship Foundation of Yorba Linda to raise funds and to award scholarships to graduating High School Students.
We've consistently provided reporting and accounting support for a wide-rage of industries (Manufacturing, Restaurant, General Service, E-Commerce, Construction, Plumbing, etc.) with the goal of relieving pressure from businesses owners and their spouses.Continuing to be of service to the community, we work with the Scholarship Foundation of Yorba Linda to raise funds and to award scholarships to graduating High School Students.
Services
Day 2-7: We create a set of customized books for your business and identify all missing information. Mid-month special case reviews (Petty cash receipts, IRS or government notices, Worker's Comp Audits, Loan Doc requests). Added support at the close of every month for accurate reporting and finance classifications.
Reviews (14)
Stephen Gregg
Nov 25, 2020
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Ashley Cole
Sep 29, 2020
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Ashley C.
Sep 11, 2020
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Annette Salsido
Aug 07, 2020
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Leisa Reid
Jul 06, 2020
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Jonathon Agee really helped us get our new LLC and combined business books in order. We felt overwhelmed with how to do the reporting and tracking when we merged into an LLC. Jonathon and his team made it seamless and literally took care of everything. I am grateful I don't have to worry about that part of my business anymore - it's like a huge weight was lifted.
Eric P.
May 20, 2020
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Jon and his team are extremely knowledgable and proactive with all their clients and colleagues. Jon has been on top of all grants and programs designed to offer relief to small business owners during these uncertain times and has kept everyone in the loop on what to do, how to apply and what to expect. Couple that with their knowledge of bookkeeping and customer service and you have a winning recipe for a trusted business advisor. If you need a trusted bookkeeper, look no further. Thank you, Jon!
Tim B.
May 06, 2020
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Hands down the best and bookkeeper you are going to find. Mr. Agee has a knack for discovering what is important for your business and can systematically understand how your business runs. This means he can quickly understand your needs and be prepared to deliver what you need most, sometimes before you know yourself.
His team's attention to detail is amazing and their care for their clients is really quite astounding. The team helped my company and many others deal with a difficult time during the beginning of COVID-19 where stability and security was in short supply, TBS delivered!
His team's attention to detail is amazing and their care for their clients is really quite astounding. The team helped my company and many others deal with a difficult time during the beginning of COVID-19 where stability and security was in short supply, TBS delivered!
Jason L.
May 06, 2020
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I have been using Jon and associates for several years now and I am completely satisfied with his services. The booking specialists are very convenient to use and are OCD when it comes to tabulating your numbers and giving you monthly reports. Highly recommended seek them out and jump on board. He got out of his clients the early covid applications and got me some federal funding, woohoo!
Julian C.
May 05, 2020
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Jonathan Agee... this man is a numbers genius!!! He never says or speaks of any information that he hasn't researched and confirmed first.... he is always on top of his game... always studying and researching and staying on top of everything accounting... law, rules, regulations, policies on taxes... he's always on it... I trust in his information completely!!! Thank you Jonathan for always keeping your clients on their A game!!
Pramod P.
May 05, 2020
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Jonathon has assisted my business with multiple matters. He assisted with transitioning from QuickBooks Desktop to QuickBooks Online. He has assisted with getting the accounting in order. Those are normal things that a good bookkeeper should be able to do. What separates Jonathon is that he has taken the time to be well informed on financial matters of importance to small business loans. Since he has done his homework on the Federal and California COVID-19 related financial relief programs he is a go to resource for information on those matters in regards to how those programs work and how
Hani S.
May 05, 2020
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I have known Jonathan and his firm for several years now and we share several clients. I find him to be very knowledgeable and proactive. He's proven to be a great resource during the COVID-19 epidemic advising clients on how to take advantage of the PPP loan and SBA loan.
He's excellent at communicating the status of where he's at with the bookkeeping projects.
I highly recommend Jonathan to take care of small to medium size businesses.
He's excellent at communicating the status of where he's at with the bookkeeping projects.
I highly recommend Jonathan to take care of small to medium size businesses.
Kylie Q.
Mar 31, 2020
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Jonathon has been our savior to our company. We are a general contracting company Oakland Company Inc. We recently went through a tragedy with our old accountant passing away so suddenly. We were unsure what we were going to do because our past bookkeeper handled all our book keeping services and we were lost without her. My boyfriend's coworker actually recommended him. We gave him a call and decided to see how it went. He has more than EXCEEDED our expectations. When I need something immediately he always answers my calls and handles the issue right then and there. He is patient with us
Lauren L.
Mar 25, 2020
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Jonathon and his team are phenomenal. Detailed oriented, professional and so knowledgeable. They are not just bookkeepers who categorize your expenses in quick books. They know enough about accounting to advise you, partner with your CPA and help your business grow. The Bookkeeping Specialists are the best there is. They are way above the average bookkeepers in skill, knowledge and passion for their work. If you're looking for a new bookkeeper, look no further. Jonathon and the team are lifesavers.
George N.
Mar 25, 2020
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Found John through a referral and I am extremely glad I went to outsourcing my books rather than doing it myself. He has so much information that helps ensure I am making good moves and with his reporting I am able to make smart informed decisions rather than guessing. Would not do it another way, and so glad I have John to help with everything. If you have been on the fence of getting a bookkeeper consider this being the push to get one and let it be John. Would recommend him to any family and friends!
