Small Business Solutions provides monthly bookkeeping, QuickBooks Online setup, and financial support built for owners who'd rather run their business than reconcile it.
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.
Certified in Bookkeeping and Tax Preparation through Intuit Academy.
City of San Jose business license, active Santa Clara County DBA.
Setup, cleanup, and monthly management built exclusively around QBO.
Experience in enterprise-level finance, payroll, and compliance — not just small-shop bookkeeping.
You work with me directly — not a rotating team or a support ticket.
Whether you're starting from scratch or need ongoing support, both paths lead to the same place: books you can actually trust.
A one-time engagement to build your financial foundation right, from day one.
Ongoing support to keep your books accurate, current, and tax-ready every month.
Monthly categorization and reconciliation for lean operations getting their footing.
Adds accounts payable/receivable management and monthly reporting as you scale.
Bookkeeping, AP/AR, payroll support, and financial planning & analysis in one plan.
A self-guided starting point for owners who want to get their books in order on their own before committing to a monthly plan.
A 30-minute, no-pressure look at where your books currently stand.
A clear recommendation — setup, cleanup, or a monthly tier — and what it costs.
Your QuickBooks file gets built or rebuilt on a clean, accurate foundation.
Reconciled books and clear reports, delivered like clockwork every month.
Reconciled monthly, so the numbers you see are the numbers that are true.
Reports you can actually read, so choices are based on data, not guesswork.
Clean financials that hold up for taxes, lenders, and long-term growth.
Start with a free 30-minute review — I'll tell you honestly where your books stand and what (if anything) needs attention.