Get Your Books Organized & Stay Tax-Ready

Expert QuickBooks Cleanup & Bookkeeping Services in the San Francisco Bay Area

Struggling with messy books? Behind on reconciliations? Tax deadline approaching?

We specialize in QuickBooks Online cleanup, Tiller Spreadsheets, monthly bookkeeping, and 1099 compliance for Bay Area small businesses, real estate investors, and startups.

Stop losing sleep over disorganized finances. Get clean, accurate books that give you confidence and control.

Start With a Free Clarity Call

You Didn’t Start Your Business to Do Bookkeeping

We help small business owners, real estate investors, and startups clean up their books, streamline their systems, and stay tax-ready—without the overwhelm.

Whether you use QuickBooks Online or prefer a simpler setup like Tiller, we’ll meet you where you are.

Service Professionals

Get accurate monthly financials without learning complex accounting software. We handle your QuickBooks setup, cleanup, and ongoing bookkeeping so you can focus on growing your business.

Real Estate Investors

Managing multiple properties and 1099s? We track rental income, expenses, and contractor payments year-round, ensuring accurate records and seamless 1099 filing.

Startup founders

Need clean books for funding, investors, or growth? We'll catch up your records, implement scalable systems, and provide investor-ready financial statements.

Our Services

QuickBooks Cleanup & Reconciliation

Behind on your books? Need to get ready for taxes, funding, or peace of mind? We specialize in QuickBooks Online cleanup and reconciliation — fixing past mistakes, categorizing transactions, and getting your records clean, accurate, and tax-ready.

Perfect for: Businesses 6+ months behind, preparing for taxes, seeking funding, or switching bookkeepers

Monthly Bookkeeping Packages

Stay current with professional monthly bookkeeping designed for your transaction volume. We handle reconciliations, generate reports, and provide strategic insights—whether you process 30 or 500+ transactions monthly.

Perfect for: Service businesses, contractors, small retailers, professional practices

Startup Financial Setup

Just starting out? We'll build your financial foundation right from day one. Choose between QuickBooks or Tiller, get a customized chart of accounts, and implement workflows that scale with your growth.

Perfect for: Pre-revenue startups, new LLCs, businesses launching their first year

Custom Tiller Spreadsheets for Hands-On Financial Control

Prefer spreadsheets over software? We’ll set up and customize your Tiller Money spreadsheet system to track business income, expenses, and cash flow. Ideal for freelancers, solo entrepreneurs, or startup founders who love visibility and flexibility.

Start Smart with LLC Formation and Compliance Support

We help entrepreneurs form their business entities the right way — from LLC formation and EIN registration to state filings and basic compliance steps. You’ll get guidance and done-for-you setup so you can launch with confidence, knowing your paperwork is correct and your foundation is solid.

1099 Compliance Without the Last-Minute Panic

We’ll track your contractor payments all year, ensure accurate records, and handle all your 1099 filings — including e-filing with the IRS and sending forms to your contractors. It’s bookkeeping made compliant and easy.

Not Sure Where to Start?

Book a free Clarity Call and we’ll figure it out together. Whether you need help catching up, starting fresh, or staying organized, we’re here to help you get — and stay — in the black.

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How We Work Together

1. Free Clarity Call – We discuss your needs and challenges, no pressure

2. Paid Diagnostic Review – Detailed analysis of your books and systems

3. Custom Proposal – Pricing and timeline for cleanup/ongoing services

4. Implementation & Ongoing Services – We do the heavy lifting while you stay in control

Book My Free Call

Ready to get your books organized? Book a free Clarity Call and we'll discuss your needs. After our call, we'll provide options for a comprehensive diagnostic review and customized solutions.

Why Choose In The Black?

Local Bay Area Expertise

We understand Bay Area business challenges—from tech startups to real estate investments to service contractors. Based locally, we know your market and regulatory environment.

QuickBooks Specialists

Advanced QuickBooks ProAdvisors with deep cleanup and optimization experience. We fix what others can't and implement systems that prevent future problems.

Transparent Pricing

No surprises, no hidden fees. Our diagnostic review process ensures you know exactly what you're investing and what you'll receive.

Results-Focused

Your success is our success. We measure our work by your financial clarity, tax-readiness, and peace of mind—not just hours logged.

Scalable Solutions

Whether you're a solopreneur or scaling startup, our systems grow with you. Start simple, add complexity as needed.

Ready to Get Organized?

Stop letting messy books stress you out. Book a free Clarity Call and let's discuss your specific situation. After our call, we'll recommend next steps—including our comprehensive diagnostic review if it makes sense for your business.

Schedule Your Free Clarity Call

Serving business owners and investors across the San Francisco Bay Area, including San Francisco, Oakland, Walnut Creek, Lafayette, Walnut Creek, Concord and beyond.