We are AWESOME bookkeepers and tax preparation experts!
We're Steve and Chanelle, and we're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive.
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13 customer reviews
EZpetclean
Snapbooks has been a lifesaver for my pet grooming business! While they were cleaning up my books, they discovered that I could fully depreciate the cost of my mobile grooming van on my 2023 taxes, which saved me a significant amount of money. Their expertise and attention to detail have been awesome! Highly recommend their services! More...
Sean Gallagher
Hired for cleanup project, monthly bookkeeping, payroll and tax filing. I have nothing but great things to say about them. They now handle my ongoing bookkeeping and I feel like I finally found someone I fully trust More...
Jason (Eagle Properties)
We hired Snapbooks 7 months to clean up a portfolio of properties. THEY ARE REALLY GOOD!
Steve is great at communicating with us, explaining all the reports, and answering any questions we may have.
We appreciate all that he has done and continues to do us.
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Elite Nutrition
5 stars!!! I was dealing with a constant headache of missing vendor invoices that completely messed up my financial reports for nearly half a year.
But guess what... Snapbooks not only found and fixed all missing invoices, but they also spent time on zoom to train me on how to correctly create invoices (and many other tips!) to avoid this mess in the future.
I'd be more than happy to vouch for them if anyone ever needs a reference!
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Sophia Cordero
Refreshing is the best way to describe my experience! Good old fashion customer service. Steve picks up his phone, promptly answers emails, and is patient with people with no accounting experience.
It took him less than a few days to untangle months of my handiwork:)
Warmest thank you , Steve. Would be happy to serve as a reference if needed
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Kimberly at Coastal Homes
Delighted to give 5 stars! We have multiple rental Airbnb's and tracking everything on a spreadsheet had become a complete nightmare at tax time. Steve and Chanelle are patient to say the least:) After many phone and zoom calls they were able to somehow complete the puzzle and get my books and taxes fully in order. The best part is we now have a very simple system moving forward. I am VERY grateful to have found them. More...
Janice Chen
Excellent team to work with. Incredibly nice person and very easy to work with. It feels good to have all my financial reports ready on time so I can get valuable feedback on how my business is doing. SnapBooks quickly relieved me from my never-ending bookkeeping tasks at a time I was really struggling to keep up with the changes in my business. Truly a huge relief getting this off my shoulders and be able to focus on other critical aspects needing attention. I highly recommend this company More...
Reply from SnapBooks Corp - Bookkeeping and Tax Services
Hi Janice Thank you for such a thoughtful review. You and you team have been awesome to work with! We're excited and ready for the new location in June!"
Edward Mckenna
I was recommended to them by a friend, and it was a blessing. They have been amazing with our bookkeeping since last year. They have also helped me look at my business in different ways (i.e., tracking revenue and profitability by types of service). A true partner and just nice people!! More...
Reply from SnapBooks Corp - Bookkeeping and Tax Services
Hi Ed, Your 5-star review is greatly appreciated, and we are thrilled to hear that you were happy with the bookkeeping cleanup results. Our team worked tirelessly to ensure that your books were flawless by EOY. Thanks again and we are grateful for your ongoing business!"
Erica
We have been using Snapbooks for the past 7 months and it has been a great experience. They have been super helpful, responsive, and informative. I feel like our bookkeeping and financials in general are in a good and organized place for the first time since we opened in 2009. Plus, they are very reasonable priced and always get back to me immediately if I have any questions. I highly recommend them. More...
Reply from SnapBooks Corp - Bookkeeping and Tax Services
HI Erica, Thank you again for the amazing review! Congrats on an awesome Q1. Let's keep it going! We're not just your bookkeeping partner, we're your biggest fans!!
Suzanne Wickersham
Steve and his team are phenomenal and exceeded expectations. They even created excel templates outside of their bookkeeping work to help me keep track of our rental properties (leases, payments etc). I hired snapbooks for clean-up of our current books, monthly maintenance, and financial reports for our business and personal finances. I couldn't be more satisfied with their work ethic, trust, and quality of work. More...
Carl
Happy to leave a review! My former bookkeeper retired after 9 years of working with me and I was VERY concerned about a transition.
I'm pleased to say that everything went perfectly and we even moved from desktop to quickbooks online.
Very impressed!
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Julie Santorelli
I've worked with Steve and the SB team for a few years now and I cannot be happier with the level of professionalism and service they provide. When I first started my business I had no idea how to structure my bookkeeping records. They handled 100% of the set up and even trained me on certain tasks to help lower my monthly price. They are always on top of making sure unknown expenses are booked correctly even though my own organization is lacking :) If you're thinking of having some extra help or need a reliable bookkeeper that knows what they're doing, please give Steve a call. More...
Tamir Kuhr
Steve was a godsend when we were setting up our QuickBooks system. He is really patient, especially with newbies. We purchased an existing business that involved a wide variety of services plus retail sales and included about 5 employees. He was super helpful in setting up our online version of QB so that we could access everything remotely as well as onsite. He has continued to work with us through the COVID crisis, including PPP funding and other complexities. Would highly recommend him to any small businesses. He also made a great recommendation for a tax accounting firm, which solved a lot of other issues for us More...
What kind of accounting services do you provide?
We're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive.
What We Do:
? Monthly and/or quarterly bookkeeping
? Tax preparation and filings
? Catch-up/clean-up work (Yes, we actually enjoy it!)
? QuickBooks set up
? General ledger
? Payroll processing
? 100% outsourced bookkeeping
? Accounts payable (entry, bill paying)
? Accounts receivable (entry, invoicing, deposits, collection)
? Bank reconciliations
? Inventory management
We also believe in keeping things simple and clear. That's why we provide customized, easy-to-understand financial reports every month. You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs.
But here's what truly matters:
Beyond the numbers and spreadsheets, we're just good people. We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity. We're here to add value and build trust, one conversation, one action, one follow-through at a time.
So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can.
We're genuinely looking forward to connecting with you,
Why is it so important for businesses to hire a great accountant?
Hiring a great bookkeeper is essential for businesses for several important reasons:
Accuracy in Record-Keeping: A skilled bookkeeper ensures that all financial transactions are recorded accurately and categorically. This precision is crucial for maintaining reliable financial records, which are the foundation of sound business decisions.
Financial Health Monitoring: A great bookkeeper keeps a constant eye on the financial pulse of your business. They track cash flow, monitor expenses, and make sure that your financial practices are healthy, which helps in identifying potential financial issues early.
Regulatory Compliance: Bookkeepers help ensure that your business complies with financial regulations and tax requirements. They prepare the groundwork for accurate tax filings and manage payroll adherence to tax withholdings and reporting. Compliance prevents costly legal penalties and helps maintain your business’s reputation.
Time Efficiency: By entrusting financial tasks to a professional bookkeeper, business owners can focus more on core business activities rather than getting bogged down by the intricacies of financial management. This can lead to better productivity and potentially faster growth.
Cash Flow Management: Effective cash flow management is vital for the survival of any business. A bookkeeper ensures that bills are paid on time and that collections are promptly followed up, which maintains a healthy cash flow.
Budgeting and Financial Planning: A good bookkeeper helps in preparing and maintaining budgets. They provide vital information that assists in financial planning and helps businesses anticipate future needs or financial constraints.
Facilitating Business Decisions: With up-to-date and accurate books, a bookkeeper provides reliable data that you can base your business decisions on. Whether it’s expanding the business, investing in new resources, or cutting down on certain expenses, good bookkeeping data helps you make informed choices.
Reducing Financial Risk: By keeping accurate records and performing regular financial checks, a great bookkeeper can help minimize the risk of fraud, avoid over or under-spending, and ensure that financial practices align with business goals.
In essence, a great bookkeeper not only keeps your financial records in order but also contributes to the strategic management of the business, helping ensure its financial health and long-term success.
What do you love most about your job?
As a bookkeeper, what I love most about my job is the opportunity to genuinely connect with and support small business owners. It's incredibly rewarding to see the tangible impact of my work on their success and growth. I take great pride in managing the financial details that might otherwise cause stress for business owners. This allows them to focus more on what they are passionate about—their products, their services, and their customers.
I also love the variety that comes with bookkeeping; no two days are the same, and each set of books presents its own unique challenges and learning opportunities. Being able to solve problems and provide clear, concise financial insights that help business owners make informed decisions is extremely satisfying.
Moreover, the relationships I build are deeply fulfilling. I get to work closely with passionate individuals who are experts in their fields, and I learn from them even as I assist them. There’s a sense of community and mutual support in working with small businesses that enriches my professional experience and often turns into lasting friendships.
Ultimately, knowing that my meticulous attention to detail and love for orderly finances can relieve stress and contribute to someone else's dream is why I cherish what I do. It's not just about numbers and data; it's about people and their dreams, and being a part of that journey is incredibly fulfilling.
What inspired you to start your own business?
I was inspired to start this business out of a deep passion for helping small businesses thrive. I saw a real need for personalized, accessible bookkeeping services that many small businesses were missing out on. With my background in finance and a strong desire to make a direct impact, I set out to provide tailored solutions that not only keep your books in order but also empower you to make informed decisions for your business's growth. Every day, I'm motivated by the success stories of my clients, and that's what really drives me to do what I do.
Why should our clients choose you?
Clients should choose us because we go beyond just keeping your books in order. We're dedicated to understanding the unique needs and challenges of your business, providing real insights that help drive growth and stability. We pride ourselves on being not only great bookkeepers but also genuinely nice and honest people. Our team is always approachable and ready to help, ensuring that every interaction is pleasant and transparent.
We are PASSIONATE about communication; when you call, email, or text, you'll get a prompt response because we understand how vital connectivity is to a small business. Our commitment to timely communication ensures that you can trust us to manage your finances while you focus on what you do best—running your business. With our passion for helping small businesses succeed, we're not just your bookkeepers; we're your financial partners, invested in your success every step of the way.
Can you provide your services online or remotely? If so, please add details.
Yes, we are fully equipped to provide our bookkeeping services online and remotely, utilizing cutting-edge technologies and products that make remote work smooth and efficient. We're experts in all majorinline bookkeeping systems like QuickBooks Xero, FreshBooks etc for real-time financial tracking and management, which allow both you and us to access your financial data securely from anywhere. For secure document sharing and storage, we use Dropbox and Google Drive, ensuring that all your sensitive information is protected yet easily accessible. Communication is facilitated through tools like Zoom MS teams, and Google meet for video meetings and Slack for instant messaging, enabling us to maintain clear and constant contact no matter the distance. These technologies help us provide you with comprehensive, efficient, and secure bookkeeping services remotely
Bookkeeping
Free Quote! www.snapnbookkeeper.com
Accounts payable (entry, bill paying)
Accounts receivable (entry, invoicing, deposits, collection)
Bank reconciliations
Inventory management
Bookkeeping clean ups
General ledger
Tax forms (1099s, 1096)
Payroll processing
100% outsourced bookkeeping
Financial statement preparation
Budgeting and forecasting
Cash flow management
Financial analysis and reporting
Fixed asset management
Expense tracking and management
Sales tax reporting and filing
Year-end accounting support
Customized financial reports
QuickBooks setup and training
Payroll
Direct Deposit and Electronic Fund Transfer (EFT)
Payroll checks printing
Payroll tax compliance, e-filing, tax payments
Payroll reporting by employee or department
W-2, W-3, and 1099 processing
User-friendly, and easy to understand monthly, quarterly, and annual payroll tax reports
Payment of third-party withholdings such as insurance
Tax Preparation
Business Tax Preparation (LLC, S Corp, C Corp, Non-Profit, Sole Proprietor)
1099 filing and delivery
LLC to S Corp Conversion
W-2 Delivery
Personal Income Tax Preparation
Sales Tax Preparation
Quarterly Filings