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Monthly Bookkeeping

Don’t go it alone. Focus on what you do best and let us handle your monthly bookkeeping needs. We provide the best monthly bookkeeping service in San Diego.

Monthly Bookkeeping Services in San Diego

Keeping your books accurate and up to date is essential for all businesses. No matter how big or small your company is, or what industry you’re in, without accurate books you simply can’t know how your business is functioning. Without this crucial service you won’t know how big your profits are, what’s driving your expenses, or how your business is trending, among other things. Not only that, you’ll be scrambling come tax time and may end up paying more than you should.

That’s where we come in. We’ll handle the bookkeeping so you can handle your business.

Coastal high rise buildings in SD, symbolic of our monthly bookkeeping in the San Diego area.

Need Help With Your Books?

Let the best bookkeeping firm in San Diego handle all of your monthly bookkeeping needs.

A frustrated man looks at his laptop, symbolic of the challenges of doing your books without our monthly bookkeeping..
A frustrated woman makes an unhappy face, symbolic of what can happen without our monthly bookkeeping.
An exasperated woman lies down with her hair on her face - as might happen without our monthly bookkeeping.

Countdown Until Tax Day

Don’t fall any further behind. Be ahead of the game when tax day hits this year. Cut the stress and make sure your filing is accurate.

What Do Our Monthly Bookkeeping Services Include?

These are just the basics. Need something else? Just ask. We can do everything from AP to payroll to complex financial modeling. We're here to serve you.

Large containers filled with various beans, symbolic of transaction categorization as a monthly bookkeeping service.

Transaction Categorization

We'll categorize all of your transactions so they hit the appropriate accounting categories and create accurate data.

Account Reconciliations

Don't worry about your bank accounts and credit cards matching your books. We'll make sure that they always match and are properly reconciled.

A man looking at a chart, symbolic of our monthly bookkeeping services including financial statement preparation.

Financial Statement Preparation

Don't run your business blind. We'll prepare monthly financial statements so you'll understand how your business is performing.

Old Timey text that says "Your Tax Here Now", symbolic of our monthly bookkeeping services getting you ready to pay taxes.

Materials for Tax Filings

Don't keep passing questionable materials to your tax team. Do your books right so you'll be sure your taxes are handled optimally.

San Diego Monthly Bookkeeping Services

We help companies all over San Diego County with their books. Whether you’re in downtown San Diego, La Jolla, Escondido, or anywhere else, we’re ready to help.

Scrabble tiles spelling 'Teamwork', symbolic of us joining your team as a monthly bookkeeper.

Our Mission

Our bookkeeping mission is to facilitate a vibrant San Diego business community by helping San Diego companies maintain cleaner, more valuable books in an efficient manner. Let us be your monthly bookkeeping firm in SD. Let’s work together to make the San Diego business community thrive!

Why Choose Us As Your Bookkeeper?


Don't settle for a mediocre bookkeeper. We're the best and are confident you'll see the difference.


We won't leave you waiting for your financials. We'll get you your data fast enough so you can actually use it.


We've been doing this a long time and have seen all kinds of books. Let us help you with our expertise. We're ready to help.


We're not a private equity backed multi-state firm. We're San Diegans who love helping San Diego business.

“Do yourself a favor and hire My SD Bookkeeper to handle your monthly bookkeeping needs. They're hands down the best bookkeeping firm in the San Diego area.”
Jessica Baker

Where Do We Provide Monthly Bookkeeping Services?

We love everything about San Diego and help businesses all over this lovely county. It doesn’t matter where you are. Construction business across from the Oceanside Pier? We’re ready to help. Realtor just down the road from Kit Carson Park in Escondido? We’ve got you to. Restaurant in Seaport Village? Your books are safe with us. It doesn’t matter where you are or what you do. If you’ve got a business in the San Diego area we’re ready to handle your monthly bookkeeping needs.

We’ll categorize your transactions, reconcile your accounts, prepare your financial statements, and make sure you’re ready to go come tax time. (Click here to learn more about account reconciliations, and here for more on financial statements.) Need anything else? Just let us know and we’ll take care of it. We are standing by.

Let Us Be Your SD Monthly Bookkeeper

Let us handle the monthly bookkeeping so you can do what you do best. We’re the best bookkeeper in San Diego, reach out to us for all of your bookkeeping needs. From the Oceanside Pier to Little Italy downtown, we’re ready to help.

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Welcome to the My SD Bookkeeper blog. We love helping San Diego businesses so we’ve created the best business and San Diego living blog in town. Have a question that you don’t see and answer for? Give us a call and let’s talk about it. It’s our goal to help San Diego businesses to thrive. Let us help you!