BookSmart Tax & Bookkeeping, LLC (Silicon Valley )

Service Area: Palo Alto, CA
Team Size: 5 employees
Business Duration: 18 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Credit Card
Venmo
Zelle

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

We offer practical solutions with a professional approach to fit small and medium sized businesses. Serving as a virtual accounting team or an extension of your accounting department. We take over the day-to-day accounting, bookkeeping, payroll, compliance work, and provide reports that guide your business toward sustained profitability.

Services Include but not limited to:

(1) Reconciliations of Bank & Credit Card Accounts

(2) Accounts Receivable Maintenance- Invoicing, Collections etc.

(3) Accounts Payable Maintenance- Bill Payments etc.

(4) Customized Financial Reporting

(5) Sales Tax Preparation

(6) 1099 Filings for Independent Contractors

(7) Internal & External Audit Preparation

(8) Job Costing, Budgeting, Forecasting, and Cash Projections

(9) Inventory Maintenance

(10) Payroll Administration

QUICKBOOKS SET UP, CLEAN UP, SPECIALIZING IN BACKLOG PROJECTS

We work with a vast range of industries.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Avalon Wright Modeste
- Completed on 7/23/2025

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BookSmart Tax & Bookkeeping, LLC (Silicon Valley ) | Palo Alto, CA