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Bookkeeping Services for Small Businesses in
San Martin & the South Bay

Professional bookkeeper reviewing financial records at a desk with a calculator, laptop, notebook, and business reports.

KY Tax Service & Bookkeeping provides accurate, dependable bookkeeping services for small businesses throughout San Martin, Morgan Hill, Gilroy, San Jose, Watsonville, and surrounding South Bay communities. We help business owners keep their financial records organized, current, and ready for tax time, so they can spend less time worrying about the books and more time running their business.

Small Business Bookkeeping Services

  • Monthly Bookkeeping - Keep your financial records accurate, organized, and up to date throughout the year.

  • Bank & Credit Card Reconciliation - Match transactions to statements and identify discrepancies before they become bigger problems.

  • Profit & Loss Statements - See how your business is performing and where your money is going.

  • Balance Sheets - Maintain a clear picture of your business assets, liabilities, and equity.

  • General Ledger Maintenance - Keep transactions properly categorized and your books ready for tax preparation.

  • Catch-Up & Cleanup Bookkeeping - Bring months or even years of overdue or disorganized bookkeeping back under control.

  • QuickBooks Setup & Support - Help with QuickBooks Desktop setup, organization, and training.

  • Payroll Bookkeeping Support - Keep payroll-related transactions and records properly reflected in your books.

Whether you’re just starting out or managing an established business, we’ll tailor a bookkeeping package to match your unique needs.​

Monthly Bookkeeping & Financial Reporting

Bank Reconciliation

Monthly bank and credit card reconciliations help keep your financial records accurate and up to date. We compare your bookkeeping records against your statements to identify missing transactions, duplicate entries, bank errors, and other discrepancies before they create bigger problems.

  • Identify missing or duplicate transactions

  • Catch bank or credit card discrepancies

  • Keep account balances accurate

  • Improve the accuracy of financial reports

  • Maintain cleaner records for tax preparation

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Income Statement (Profit & Loss)

A Profit & Loss statement shows your business income, expenses, and net profit or loss for a specific period. Keeping this report accurate and up to date helps you understand how your business is performing and gives you better information for tax planning and day-to-day decisions.

  • Track revenue and expenses

  • Monitor profit trends

  • Identify unusual or unexpected costs

  • Compare performance from month to month

  • Help prepare for estimated taxes and year-end filing

 

Balance Sheet

A balance sheet provides a snapshot of your business’s financial position at a specific point in time. It shows what your business owns, what it owes, and the owner’s equity, helping you understand the overall financial health of the business.

  • Track assets and liabilities

  • Monitor accounts receivable and accounts payable

  • Understand owner’s equity

  • Identify changes in financial position over time

  • Provide organized financial information for lenders, tax preparation, and business planning

 

General Ledger Maintenance

The general ledger is the foundation of your bookkeeping records. We review and maintain it to help ensure transactions are properly categorized, account balances are accurate, and your financial reports reflect what is actually happening in your business.

  • Review account activity for errors or inconsistencies

  • Correct misclassified transactions

  • Identify duplicate or missing entries

  • Keep records organized for financial reporting

  • Maintain cleaner books for tax preparation and year-end review

Why Choose Our Bookkeeping Services?

  • Decades of combined bookkeeping and tax experience

  • Personalized, one-on-one service

  • Year-round bookkeeping support

  • Experience with small business financial records

  • Clear, practical communication

  • Locally owned and based in San Martin

Serving Your Community with Pride

KY Tax Service & Bookkeeping provides small business bookkeeping services throughout San Martin, Morgan Hill, Gilroy, San Jose, Watsonville, and surrounding South Bay communities.

Let’s Talk Bookkeeping

Ready to get your books organized and stay on top of your business finances? Contact KY Tax Service & Bookkeeping to schedule a bookkeeping consultation and discuss the support your business needs.

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