Keeping The Books

Specialties

Bookkeeping Services

Accounts Receivable

Accounts Payable

Credit Card Reconciliation

Bank Reconciliation

Full Payroll Services

Check Registers

Federal & State Payroll Tax Payments

Financial Statements

Customized Reports

Detailed General Ledgers

Budget Preparation

Monthly, Quarterly and Annual Payroll Reports

Sales Tax Filings

Additional Services

Bookkeeper’s Review (Comprehensive review of your existing bookkeeping system)

Quickbooks Set-​Up and Training

Pickup & Delivery of Financial Documents

Onsite & Offsite Services

Secure File Maintenance

Data Storage

Consultations

Financial Statement Analysis

Financial Ratios Analysis

Vendor Term negotiations

Collections (Mild)

History

Established in 2002.

About Us

Keeping The Books is comprised of highly qualified, experienced and dedicated bookkeepers. Although bookkeeping and payroll is our primary business, we integrate with your CPAs, EAs, Human Resources department and executive management team to ensure a hassle-​free tax season. Our services go far beyond typical bookkeeping to include budgets, cash flow, forecast, database management, financial statement analysis and even ratio analysis if you like to compare yourself to others in your industry.

General Philosophy

Keeping The Books strives to provide the very best value in bookkeeping on the Central Coast of California. Our «Fraud Proof» design ensures that our clients don’t have any worries about their bookkeeping systems. We also understand the importance of trust, reliability and affordability. That’s why every client receives the personal one-​on-​one attention they deserve, with guaranteed access to the current financials they need to make appropriate business decisions.

Meet the Business Owner

Tobin R.

Business Owner

I earned my Business Degree from Cal Poly in 1999, moved to San Francisco and founded Keeping the Books as a side job that same year. At the time I was the Controller for American Wine Distributors on Pier 23, using QuickBooks all day every day. I soon realized that my skills were a valuable asset, and began consulting with small business owners in the Bay Area to increase their efficiencies and train them on their QuickBooks software.

In 2002 I moved back to San Luis Obispo and got married. Keeping the Books started slowly picking up local clients, eventually taking on staff and moving into the heart of Downtown SLO in 2007. We’ve been here ever since, and we plan to be for the foreseeable future! When I’m not Keeping the Books, you can find me on the local racquetball courts, spending time with my wife and two beautiful daughters on the Central Coast. I am the Treasurer of Central Coast Feather Fanciers and raise exotic breeds of poultry as well.