Tax planning & preparation
Clear tax work for individuals and businesses, with planning that looks beyond one filing season.
Explore tax planning & preparationClarity for what’s next.
Thoughtful tax, accounting, payroll, and advisory support for businesses and individuals navigating real financial decisions.
How we help
Expertise that fits into your life and business.
From everyday financial operations to the questions that shape your future, we help bring the moving pieces together.
Accounting & bookkeeping
Reliable books and useful financial reporting, so you can make decisions with confidence.
Explore accounting & bookkeepingPayroll
Practical payroll support that helps you stay organized through each pay period and filing cycle.
Explore payrollAdvisory
A thoughtful sounding board for business decisions, cash flow, and what comes next.
Explore advisoryOur approach
Good advice starts with understanding you.
We believe your financial work should feel organized, approachable, and connected to your goals. We take time to understand the context behind the numbers, then help you move forward with a clear plan.
Get to know our firmWho we serve
Local perspective. Practical support.
Based in the San Francisco Bay Area, we work with business owners, individuals, and organizations seeking a steady financial partner.
- Nonprofits & churches
- Construction & trades
- Professional services
- Design studios
- Healthcare practices
- Retailers & manufacturers
- Real estate professionals
- Family trusts
Client voices
Relationships built on trust.
“We can always trust them for their professional advice…”Jeffrey Tilton & Joanna Barrientos
Wash & Brushup Co.
“Knowing that Bookkeeping Plus+ has our backs we can rest easier at night.”Jack
Jack Verdon Architects
These comments were shared by clients during our Bookkeeping Plus years.
Insights
Useful ideas for the decisions ahead.
Dental practices
Accounting for dentists: five numbers to review monthly
A practical guide to seeing what is happening behind the practice’s financial reports.
Read insightPhysician practices
Choosing a CPA for physicians: questions worth asking
How to find accounting and tax support that fits the way your practice operates.
Read insightSmall business
Why reliable books matter before tax season
A few habits that make planning and filing smoother.
Read insightTax planning
Estimated tax payments: a simple starting point
Understand why a filing extension does not extend payment time.
Read insightWhere we work
Across the Bay Area.
We serve clients throughout the region, with a focus on San Francisco, Pacifica, Half Moon Bay, San Rafael, Walnut Creek, and Napa.
- San Francisco
- Pacifica
- Half Moon Bay
- San Rafael
- Walnut Creek
- Napa