Small Business Bookkeeping Services in San Francisco

Accurate bookkeeping gives you more than organized financial records—it gives you the information you need to understand your business and make informed decisions. Lowden Financial provides CPA-led bookkeeping and accounting services for small businesses in San Francisco, helping owners maintain accurate, organized, and up-to-date financial information.

From ongoing monthly bookkeeping to complex accounting clean-ups, we work closely with small business owners to understand their operations, resolve accounting issues, and provide financial information that is Functional, Accurate, Clear, and Timely—what we call FACT.

With your books properly maintained and your financial performance clearly understood, you can spend less time worrying about your accounting and more time running and growing your business.

Business Bookkeeping Services We Provide

Lowden Financial provides bookkeeping and accounting services designed to keep your financial records accurate, organized, and up to date. From monthly bookkeeping and account reconciliations to financial reporting, quarterly financial analysis, and accounting clean-ups, our services give you reliable financial information to better understand your business and make informed decisions. Explore some of the bookkeeping and accounting services we provide below.

Monthly Bookkeeping & Closing

Reliable financial information starts with accurate, up-to-date books. We record and categorize your business transactions, make necessary adjustments and reclassifications, and complete the monthly closing process to help ensure your accounting records are complete, accurate, and organized.

Consistent monthly bookkeeping gives you reliable financial information throughout the year, helping you understand how your business is performing and make informed decisions with confidence.

Account Reconciliations

Regular account reconciliations are essential to maintaining accurate and reliable financial records. We reconcile your bank, credit card, loan, and other balance sheet accounts to supporting records, helping identify discrepancies and ensure your books are complete and accurate.

By resolving differences and maintaining properly reconciled accounts, we help provide a reliable foundation for your financial reporting and analysis.

Financial & Management Reporting

Accurate books are most valuable when they provide clear insight into your business. We provide consistent financial and management reporting designed to help you understand your financial position, operating results, and overall business performance.

Your reports are tailored to the needs of your business, giving you clear and useful financial information to track performance, identify trends, and make informed decisions throughout the year.

Quarterly Financial Analysis

Financial reports tell you what happened. Our quarterly financial analysis helps you understand what changed. Each quarter, we compare your financial performance to the prior quarter and the same quarter of the prior year to identify significant changes, trends, and areas that may warrant a closer look.

We meet with you each quarter to walk through the results, discuss what is driving your business's performance, and help you better understand your numbers so you can make more informed decisions.

Catch-Up Bookkeeping & Accounting Clean-Ups

Behind on your bookkeeping or concerned that your existing records may not be accurate? Lowden Financial provides catch-up bookkeeping and accounting clean-up services to identify and correct issues, organize your financial records, and bring your books up to date.

Whether you are dealing with months or years of bookkeeping issues, we take the time to understand what happened, correct the underlying accounting, and establish a reliable foundation for your financial information going forward.

QuickBooks Online & Technology Integration

The right accounting technology can make managing your business more efficient and your financial information more reliable. As a QuickBooks Online ProAdvisor, Lowden Financial works primarily with QuickBooks Online and can help set up, organize, and optimize your accounting system to support the needs of your business.

We also work with third-party platforms that integrate with QuickBooks Online, such as payment processors, point-of-sale systems, and other business applications, helping ensure information flows accurately into your accounting records while reducing unnecessary manual work.

Ongoing Accounting Support

Questions do not always come up on a schedule. As an ongoing bookkeeping and accounting client, you have direct access to Lowden Financial when questions arise about your books, financial reports, or other accounting matters related to your business.

Our goal is to be a responsive accounting resource who understands your business and can provide clear, timely guidance when you need it.

Why San Francisco Businesses Choose Lowden Financial

CPA-Led Expertise

Your books are handled with the technical accounting knowledge and attention to detail of a CPA-led firm.

FACT Financial Information

Our approach focuses on financial information that is Functional, Accurate, Clear, and Timely.

Quarterly Financial Analysis

Every ongoing client receives quarterly analysis and a meeting to discuss changes, trends, and business performance.

Personalized Service

We take the time to understand your business and provide responsive, ongoing accounting support as your needs evolve.

Ready To Get Your Books On Track?

Whether you need ongoing bookkeeping and accounting services, help cleaning up your existing records, or a better understanding of your financial information, Lowden Financial is here to help. Schedule a complimentary consultation to tell us about your business, your accounting needs, and the challenges you are facing.