Bookkeeping & Financial Services

Your books, balanced.
Your decisions, confident.

Small Business Solutions provides monthly bookkeeping, QuickBooks Online setup, and financial support built for owners who'd rather run their business than reconcile it.

What Owners BringWhat You Get Back
Unreconciled accounts before reconciled monthly
Guesswork on cash flow before clear A/R & A/P
Dread every tax season before tax-ready, year-round
Hours lost in spreadsheets before time back to run the business
Net Result Balanced
Samantha, owner of Small Business Solutions
Samantha Owner, Small Business Solutions

I'm Samantha, owner of Small Business Solutions — a San Jose-based bookkeeping practice built for small business owners who need their numbers to actually make sense. I'm not a national platform or an outsourced team; I'm a licensed local business owner working with other local business owners, one direct relationship at a time.

I started this business because I saw the same pattern over and over: capable owners running good businesses, undone by books they didn't trust and didn't have time to fix. Bookkeeping isn't the part of the job you love — it's mine.

Before this, I worked outside of finance, including time spent managing the books and operations side of a dental office — so I've sat on the other side of the desk, buried in the same reconciliations and messy spreadsheets I now untangle for clients. I'm Intuit Academy Certified in Bookkeeping and Tax Preparation, hold an active City of San Jose business license and Santa Clara County DBA, and work exclusively in QuickBooks Online. When you work with me, you're working with me — not a rotating team, not a support ticket.

Every engagement starts the same way: a clear-eyed look at where your books actually stand, no jargon, no judgment. From there, I build a system that keeps them accurate month after month, so you always know exactly where your business stands.

Credentials & Standing

Intuit Academy Certified

Certified in Bookkeeping and Tax Preparation through Intuit Academy.

Licensed & Registered

City of San Jose business license, active Santa Clara County DBA.

QuickBooks Online Specialist

Setup, cleanup, and monthly management built exclusively around QBO.

Enterprise Finance Background

Experience in enterprise-level finance, payroll, and compliance — not just small-shop bookkeeping.

Direct Access, No Hand-Offs

You work with me directly — not a rotating team or a support ticket.

Services

Two ways to get your books right

Whether you're starting from scratch or need ongoing support, both paths lead to the same place: books you can actually trust.

01 / ONE-TIME

QBO Setup

A one-time engagement to build your financial foundation right, from day one.

  • Chart of accounts setup
  • Bank & credit card connections
  • Custom categories & rules
  • Clean, organized structure
  • Guidance to get you started
BEST FOR: New businesses & QBO switches $150–$450 one-time
Starter $50–$150/mo

Core Bookkeeping

Monthly categorization and reconciliation for lean operations getting their footing.

Growth $150–$350/mo

Bookkeeping + AP/AR

Adds accounts payable/receivable management and monthly reporting as you scale.

Full-Service $350–$500+/mo

Complete Financial Support

Bookkeeping, AP/AR, payroll support, and financial planning & analysis in one plan.

Rates scale with transaction volume, payroll headcount, and entity complexity. Established businesses with larger or multi-location operations receive a custom quote — book a free consultation for a scoped rate.
Bookkeeping Essentials Kit
Not ready for monthly bookkeeping yet?

Bookkeeping Essentials Kit

A self-guided starting point for owners who want to get their books in order on their own before committing to a monthly plan.

Get the Kit
How It Works

From first message to monthly closes you don't think twice about

01

Free Books Review

A 30-minute, no-pressure look at where your books currently stand.

02

Proposal & Plan

A clear recommendation — setup, cleanup, or a monthly tier — and what it costs.

03

Setup or Cleanup

Your QuickBooks file gets built or rebuilt on a clean, accurate foundation.

04

Ongoing Monthly Close

Reconciled books and clear reports, delivered like clockwork every month.

Accurate Books

Reconciled monthly, so the numbers you see are the numbers that are true.

Smarter Decisions

Reports you can actually read, so choices are based on data, not guesswork.

Stronger Business

Clean financials that hold up for taxes, lenders, and long-term growth.

Let's get your books right.

Start with a free 30-minute review — I'll tell you honestly where your books stand and what (if anything) needs attention.