ABOUT ME
My bookkeeping journey began in 2007 after the company I worked for closed its doors due to financial hardship.
I witnessed firsthand how a lack of organized financial records and a painful audit ultimately cost the owner the business he had spent 10 years building. It was a hard lesson, but one that lit a spark in me.
That experience inspired me to launch my own bookkeeping service, with a focus on helping small business owners get back on track through complete financial organization. I work with clients to bring clarity and structure to even the most neglected books, creating customized plans that meet their specific needs.
Running a business is demanding, and keeping up with the books can easily fall through the cracks. Whether you're months or even years behind, I provide reliable catch-up and clean-up bookkeeping to restore order, accuracy, and peace of mind. No matter the circumstance, I’m here to get your financial records back on track.
– Angela Thompson
SERVICES
Every business is different. My customized services are uniquely designed to fit your individual needs.
Organizing & Reconciling Past Months (or Years)
Falling behind on your books can happen to the best of us, but catching up doesn’t have to be overwhelming. I help organize and reconcile past months (or even years) of financial records, no matter how messy or neglected they may seem. Whether you're a few months behind or haven’t touched your books in years, I’ll bring everything current and organized. From sorting receipts and categorizing expenses to reconciling bank accounts and preparing clean financial reports, I’ll help you regain clarity and control over your finances so you can move forward with confidence.
Categorizing Income & Expenses
When you're behind on your books, it can be difficult to clearly see where your money is coming from and where it's going. I categorize every income and expense transaction with care and accuracy, no matter how far back your records go. Everything is sorted correctly and consistently, ensuring your books stay compliant and giving you the financial clarity you need to make informed decisions moving forward.
Fixing Errors and Cleaning Up Accounts
Old mistakes in your books can lead to confusion, inaccurate reports, and costly decisions but they don’t have to stay that way. I specialize in identifying and correcting bookkeeping errors, whether it's miscategorized transactions, duplicate entries, unreconciled accounts, or missing data. During the catch-up process, I carefully review your records, clean up your chart of accounts, and ensure everything aligns with best practices and accounting standards. The result? Clean, accurate books that you (and your accountant) can trust.
Preparing Year-End Financials
Catching up your books is only part of the process. Wrapping up the year with clear, accurate financials is where everything comes together. I prepare year-end financial reports that reflect your true financial position, no matter how far behind your records may have been. Once your books are up to date and error-free, I’ll generate a Profit & Loss Statement and Balance Sheet for your review. These reports are ready to hand off to your CPA or tax preparer, making tax time smoother and less stressful. Clean books. Clear reports. Complete peace of mind.
Don’t Use QuickBooks? No Problem
While I work extensively with QuickBooks Online, I understand that it’s not the right fit for everyone. If you’re not using QBO, I’ve got you covered with custom spreadsheet solutions tailored to your specific needs. Whether you run a small business, side hustle, or just prefer a simple system, I can build easy-to-use, accurate spreadsheets that organize your financial data and help you stay on top of your numbers without the software overwhelm. Clean, clear, and customized just for you.
TESTIMONIALS
"Ms. Thompson has provided bookkeeping services for my law office for the past ten years. She remotely works with the day to day accounting issues of my small business and is always able to answer any questions that I have related to accounting. It allowed me to concentrate on my own work, knowing my finances were in good hands. She has been outstanding in her professional work and a pleasure to work with. In addition, her rates are extremely reasonable compare to other bookkeepers I used to work with. I give her the highest recommendation".
Geva Baumer, Law Offices of Geva Baumer
I was referred to Angela by my attorney eight years ago while searching for a reliable bookkeeper. Since then, she has consistently demonstrated professionalism, trustworthiness, and exceptional attention to detail in managing my financial records. Her commitment to accuracy and timely delivery of financial statements has allowed me to focus on growing my business with confidence—especially during tax season.
I am thoroughly satisfied with the quality of her work and highly recommend Angela to anyone in need of a dependable and knowledgeable bookkeeper.
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Luta Duncan, Medical Supplier
In 2020, I hired Angela to help organize our financial records. Our family owns several rental properties in the Bay Area, and at the time, our books and paperwork were completely disorganized. We hadn’t filed taxes in a few years and were facing a pending audit. Despite the challenges of COVID, Angela came through. She arranged for a courier to collect the bags of receipts and paperwork we had accumulated over the years. Within a week, our accounts were fully reconciled, and all documents were thoroughly sorted and professionally organized. When our audit resumed in 2022, the auditor was genuinely impressed by how clean and well-prepared our financials were. Everything was easy to locate and review.
It was truly a pleasure working with Angela, and I will absolutely continue using her services in the future.
Jarred Singh, Property Owner
I’m a local seamstress in the Bay Area and didn’t need full-scale accounting, just someone reliable to track my receipts and expenses for tax time. After reaching out to several accountants and bookkeepers, I found that most were trying to upsell me on services I didn’t actually need. Then I came across Angela’s ad (“Are your receipts in a shoebox?”) on Craigslist and decided to give her a call. She was exactly what I was looking for. Angela created a detailed, easy-to-use spreadsheet to track my expenses by category and arranged monthly pick-ups for my receipts. Each month, I received a clear summary report that helped me stay on top of my budget.
At the end of the year, she provided a neatly organized file with all my receipts and a copy of the full spreadsheet—ready to hand off at tax time. Great work, very professional, and surprisingly affordable.
Aiesha Black
I was three years behind on my taxes. As an independent construction contractor, my schedule was demanding, and bookkeeping was never a priority. I came across Ms. Thompson’s ad on Craigslist and reached out for help organizing my records so I could file both past and current tax returns.
She set me up with a QuickBooks Online account and had all of my financial records from past to present entered and fully organized in less than a week. My bank accounts were reconciled, and detailed reports were prepared for both me and my tax accountant. All of my statements and receipts were returned neatly organized by year.
I was extremely impressed with the quality and professionalism of her work, and I would not hesitate to hire her again if needed.
Bruce C, Construction Contractor
I own a fashion boutique in the East Bay and needed to ensure my books were in excellent shape especially since I had no idea how to manage them myself. I searched for a bookkeeper for quite some time before coming across Angela’s Craigslist listing, and I can honestly say she was heaven-sent.
Angela is not only highly organized but also incredibly detail-oriented and patient. She took the time to explain everything clearly, in a way I could immediately understand, and offered valuable advice on how to maintain my books moving forward. Her expertise and support have been truly exceptional.
Trust me—she’s the best!
Kristin, ImBrace Boutique