Know your margin.
However far behind your books are.
Full-service bookkeeping for San Diego small businesses — no hourly meter, and months behind is not a problem, it's the job. Especially useful if you make something and need to know what it actually costs.
- Monthly bookkeeping & reconciliations
- Books behind? Catch-up cleanup is included
- Inventory and COGS kept straight
- Books ready for California filings, year-round
Serving San Diego County, CA — remote-first, no office visit required.
From North Park, Little Italy, La Jolla, Pacific Beach, and up the coast.
Everything your books need — nothing you pay extra for
Every transaction categorized and your books closed on a clean monthly cycle.
We match every line so your numbers are accurate down to the penny.
Plain-English P&L and balance sheet so you always know where you stand.
Matching and categorization run on automation, so your bookkeeper spends the time on judgment, not data entry.
Behind a few months — or a few years? We get you current and keep you there.
A direct line to your bookkeeper. Ask anything, get a straight answer.
Four steps and you're out of the spreadsheets
Link your bank, cards, and accounting software in minutes — read-only and encrypted.
We categorize and reconcile every month so nothing slips through the cracks.
Every month you get clean reports — including what your real margin looks like.
Your books stay ready for California filings all year — no April scramble.
If you make something, cost of goods is everything
San Diego makes things — beer above all, plus a deep bench of life-science startups and coastal food businesses. Production books are harder than service books: inventory, COGS, wholesale and retail mixed in one ledger. Get the coding consistent and your real margin is visible every month. Get it wrong and the P&L is fiction.
Shaun Neal Founder
Hi, I'm Shaun Neal. For more than 30 years I've built and led the financial systems behind fintech companies, banks, and payment platforms — work where every number has to reconcile and every record has to stand up to an auditor.
My career has centered on regulated finance: payments, fraud controls, and compliance programs spanning PCI and FFIEC audits and KYC, BSA, and AML workflows. I know exactly what clean, defensible books look like — and how to build them without the enterprise price tag.
Now I bring that same discipline to small businesses across San Diego County, working fully remotely so a taproom in North Park and a startup up in Carlsbad get the same accurate, audit-ready books and clear monthly reporting — at a price that actually makes sense.
Full-service bookkeeping for San Diego small businesses — including catch-up cleanup if your books have fallen behind.
Straight answers
What does it cost?
It depends on the shape your books are in and what you need each month. Book a free consultation and we'll go through it with you — no obligation.
How do we get started?
Book a free consultation. We'll look at where your books actually stand, tell you straight what it will take, and go from there.
I run a brewery or taproom. Can you handle inventory and COGS?
Yes. Production businesses live or die on cost of goods, and taprooms mix retail, wholesale, and distribution in one set of books. We keep inventory purchases and COGS coded consistently so your margin per barrel isn't a guess — and so your excise and sales tax reporting has clean numbers behind it.
We're an early-stage startup. Is this enough?
For a small team, yes. Clean monthly books, reconciled accounts, and clear reporting are exactly what an investor or a lender asks to see first. If you later need R&D credit work or an audit, you'll be handing your CPA organized records instead of a shoebox.
Do you file my taxes too?
We keep your books filing-ready all year, and we can prepare your year-end federal and state income tax filing when the time comes.
My books are a mess. Can you help?
That's exactly who we're built for. Catch-up cleanup is included with your monthly plan — we'll get you current and keep you there.
Do you actually work with San Diego businesses?
Yes — we serve small businesses across San Diego County fully remotely, from North Park and Little Italy to La Jolla, Pacific Beach, Chula Vista, Encinitas, and Carlsbad.
Ready to get the books off your plate?
Book a free consultation. We'll look at where your books stand and tell you straight what it takes.