About Catch All Bookkeeping
Catch All Bookkeeping was founded in 2014 in Silicon Valley to provide attentive, accurate bookkeeping and accounting support to small businesses. Our founders recognized a persistent problem: small business owners were overwhelmed by bookkeeping tasks that interfered with growth and caused stress at tax time. Our mission is to be the dependable financial operations partner that businesses need—delivering clean books, reliable reporting, and actionable insight.
Our history and mission
Since opening our doors in 2014, Catch All Bookkeeping has grown steadily by focusing on client relationships, technical proficiency, and a practical approach to bookkeeping and accounting. Our mission is to deliver bookkeeping solutions that reduce friction for business owners while enabling intelligent financial decision-making. We treat every client as a partner: we listen, diagnose, and tailor a solution that fits the company’s stage, industry, and appetite for involvement.
Core values
Accuracy
We prioritize precise bookkeeping, timely reconciliations, and reliable financial reporting. Accuracy reduces risk and improves decisions.
Clarity
We present information in plain language with actionable explanations so owners can make better choices about cash flow, hiring, and investments.
Integrity
Confidentiality and fiduciary responsibility are central to our practice. We handle your financial data with strict security and ethics.
Partnership
We see ourselves as an extension of your team—available for questions, ready to collaborate with CPAs, and proactive about opportunities and risks.
Scalability
Our services grow with your business, from basic monthly bookkeeping to comprehensive accounting and tax support coordination.
Team and expertise
Catch All Bookkeeping’s team includes experienced bookkeepers, QuickBooks-certified specialists, payroll bookkeeping professionals, and accounting consultants. Our staff are trained in transaction management, bank reconciliation, financial statement preparation, accounts payable/receivable workflows, and the nuances of small-business tax readiness. We continually update our technical skills—staying current with QuickBooks updates, payroll tax changes, and industry best practices.
What sets us apart
Bank reconciliation & general ledger management
QuickBooks specialization
Tailored solutions
Proactive communication
Tax-preparedness
Security and confidentiality
How we work with clients
Discovery call
We begin with a free consultation to understand your business, current bookkeeping state, pain points, and goals.
Proposal & engagement
We provide a transparent proposal outlining scope, deliverables, timeline, and pricing.
Onboarding & setup
If needed, we set up or optimize QuickBooks, design a tailored chart of accounts, and establish secure data transfer methods.
Cleanup & catch-up
For clients with overdue bookkeeping, we conduct reconciliation and cleanup until books are accurate and up to date.
Monthly bookkeeping
Transaction categorization, bank reconciliation, payroll entries, accounts payable/receivable management, and financial statement preparation.
Review & advisory
Monthly review meetings, financial commentary, and strategy sessions for budgeting, cash flow management, or tax planning.
Year-end support
Prepare and package books for taxes, coordinate with CPAs, and provide supporting documentation for filings.
Community involvement and local impact
Catch All Bookkeeping supports local small businesses in Silicon Valley and surrounding neighborhoods. Our familiarity with local business norms and regulatory context helps clients operate smoothly within the Bay Area economy. We value long-standing relationships and often work with clients who have grown with us for several years.
Key services
Bookkeeping & monthly accounting
QuickBooks bookkeeping & software setup
Payroll bookkeeping & payroll reconciliation
Accounts payable & receivable management
Bank reconciliations & general ledger maintenance
Year-end bookkeeping & tax support
Business accounting & outsourced bookkeeping
Tax bookkeeping and coordination with CPAs
Frequently asked questions
Are you a CPA firm?
Catch All Bookkeeping is a bookkeeping and accounting services firm. We are not a CPA practice, but we collaborate closely with CPAs and tax professionals for tax preparation and filings.
How quickly can you start?
Start times depend on onboarding and the volume of catch-up work required. For current monthly bookkeeping transfers, we can typically begin within 1–2 weeks following our initial consultation. For cleanup projects, the timeline is scoped during assessment.
Do you offer subscription pricing?
We provide customized monthly pricing based on transaction volume and services. We offer fixed monthly plans for ongoing bookkeeping and hourly or project-based fees for cleanup or one-off projects.
Will I have a dedicated bookkeeper?
Yes. Each client is assigned a dedicated bookkeeping professional and a client manager to ensure consistent service and direct communication.
Contact / Next steps
To learn how Catch All Bookkeeping can support your business, call (408) 921-6211 or email to arrange a free consultation. We’ll review your current situation and recommend a plan to bring clarity and control to your financial operations.
