AdminBooks, Inc

Your Trusted Virtual Partners in Financial Clarity

Bookkeeping service in Placerville, CA (show on map)

4.9

★★★★★

66 reviews

AdminBooks is a California-based, fully virtual accounting firm providing bookkeeping, payroll, tax preparation and tax planning services for small businesses nationwide.

Call (408) 782-9640

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About

AdminBooks is a virtual accounting firm at (408) 782-9640 serving small businesses nationwide. Founded in 2001, they provide bookkeeping, payroll, tax preparation, and tax planning services.

They work exclusively with QuickBooks Online and serve clients across the US through a secure online portal. The firm is led by founder Renee Daggett and team members including Rhonda and Erika Polley.

Fully virtual, paperless firm serving clients nationwide since 2001

QuickBooks Certified Level 2 ProAdvisors

Team of CPAs and Enrolled Agents

Transparent pricing with no bait-and-switch

Bookkeeping and tax under one roof

Monthly financials delivered by the 20th with Loom video walkthrough

Go Green Initiative - fully virtual, paperless, remote team

Services

Monthly Bookkeeping

Monthly bookkeeping services including bank reconciliation, income statements, balance sheets, and financial reporting delivered by the 20th of each month with Loom video explanations.

Bank Reconciliation Income Statement Balance Sheet General Ledger Cleanup Monthly Financials by 20th Loom Video Walkthrough

Payroll Processing

Full-service payroll processing with direct deposit, federal and state tax calculations, and syncing to QuickBooks Online.

Direct Deposit Federal Tax Calculations State Tax Calculations Quarterly 941/DE9/DE9C Forms Annual 940/W-2 Forms QuickBooks Online Sync

Tax Preparation

Individual and business tax return preparation with three tax packages to choose from, serving clients with more than just a W2 form.

Individual Tax Returns Business Tax Returns Tax Organizer Three Package Options

Tax Planning and Consulting

Proactive tax planning services to help clients make choices that control their tax situation throughout the year.

Tax Planning Withholding Management Profit Analysis Bonus Planning Asset Purchase Strategy

Corporation Setup

Administrative assistance with setting up corporations including S-Corp and C-Corp, preparing articles of incorporation, and maintaining compliance.

Corporate Name Reservation Articles of Incorporation Preparation 2553 Form Filing EIN Application Corporate Minutes Bylaws Preparation Quarterly Compliance Meetings

QuickBooks Online Support

Expert QuickBooks Online setup, migration from Desktop, training, and ongoing support as QuickBooks Certified Level 2 ProAdvisors.

QuickBooks Online Setup Migration from Desktop 3 Hours Free Training Ongoing Support

Credentials & Certifications

QuickBooks Certified Level 2 ProAdvisors

CPAs on team

Enrolled Agents on team

Reviews

Rating

4.9

★★★★★

Reviews

"Their team is incredibly knowledgeable, professional, and efficient."

Frequently Asked Questions

What is the difference between a bookkeeper and an accountant? +

A bookkeeper keeps your financial records organized and up to date – recording transactions, reconciling accounts, and generating monthly reports. An accountant (or CPA) typically steps in for higher-level work like tax preparation, tax planning, and financial strategy. At AdminBooks, bookkeeping and tax teams work together under one roof.

Can I hire a bookkeeper if my business is not in California? +

Yes. AdminBooks is fully virtual, working with small business owners across the United States. Everything is handled online through a secure client portal, so your location doesn't matter.

What types of businesses does AdminBooks work with? +

They primarily work with service-based small businesses that want accurate financials and real guidance, including consultants, real estate brokers, medical and dental practices, HR and marketing firms, designers, construction companies, and non-profits.

Is AdminBooks a CPA firm or a bookkeeping firm? +

AdminBooks is a bookkeeping and tax firm with CPAs and Enrolled Agents on their team. They handle both ongoing bookkeeping and tax preparation under one roof.