Petaluma Bookkeeper. Real Books, Real Insight.

Petaluma has its own rhythm. It's not San Francisco, and it's not farm country, though it's got roots in both. The businesses here are as varied as the town itself: restaurants along the river, creative studios, wellness practitioners, construction and trades, retail shops on Kentucky Street, agriculture operations, and tech companies that chose Petaluma over the city.

I've been doing hands-on bookkeeping for businesses like these for years. I know what Sonoma County small business finances look like, what seasonal swings do to cash flow, what happens when a restaurant gets through harvest season, and what a contractor's books need to look like before they hand them to a CPA.

I'm not a franchise. I'm not outsourced to a team you'll never meet. I'm one person, based here in Petaluma, and I personally do your books every month.

I handle your monthly bookkeeping: bank and credit card reconciliation, transaction categorization, QuickBooks Online management, and your monthly financial statements. But I don't stop there.

Every client gets a personalized financial dashboard, a monthly check-in call, and someone who actually reads the numbers and tells you what they mean. I flag what's off, what's trending in the wrong direction, and what needs your attention before it becomes a problem.

I also do bookkeeping cleanup for businesses that are behind. Whether you're a few months or a few years behind on your books, I'll get everything organized, reconciled, and accurate so we can start fresh.

You could hire a bookkeeping service from anywhere. But there's something to be said for working with someone who understands your market, knows what rent looks like in this town, recognizes the seasonal patterns that affect your revenue, and is a phone call away when something comes up.

I work with Petaluma businesses, Sonoma County businesses, and clients across the North Bay. I also serve remote clients nationwide. But Petaluma is home, and local businesses are my people.