Bookszy | Bookkeeping for Startups and Small Business

Your Entire Back Office. One Platform. Powered by People & Tech.

Bookkeeping service in Sunnyvale, CA (show on map)

Bookszy provides smart bookkeeping, payroll & HR, and tax solutions for startups and small businesses in California with CFO services.

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About

Bookszy is a strategic accounting and bookkeeping services company that empowers businesses with clarity, control, and long-term financial stability. Based in Sunnyvale, California, they provide comprehensive back-office solutions including bookkeeping, payroll & HR, taxes, CFO services, and R&D tax credits.

Their platform combines smart technology with expert insights to help startups and SMBs make executive-level decisions without the cost of a full-time CFO. They leverage platforms like QuickBooks, Xero, FreshBooks, and Gusto for real-time financial insights and automated routine tasks.

Your entire back office in one platform

Integration with QuickBooks, Xero, Gusto, ADP

CFO services without the cost of a full-time CFO

R&D tax credit expertise for tech and product innovators

Services

Bookkeeping

Comprehensive end-to-end bookkeeping services including bank reconciliation, general ledger management, expense tracking, cash flow analysis, and financial statements.

Bank & credit card reconciliation Profit & loss statements Balance sheets Cash flow statements QuickBooks integration 1099-NEC filing

Payroll & HR Services

Hassle-free payroll processing with automated calculations, tax compliance, and real-time tracking using ADP, Gusto, Intuit, and Paychex.

Automated payroll processing Tax compliance & filing (Form 941, 940) Multi-state payroll support Employee benefits management Real-time payroll reporting

Tax Services

On-time, accurate, and compliant tax filing for C-Corps, S-Corps, LLCs, and partnerships with federal and multi-state coverage.

Entity-specific filing (1120, 1120S, 1065) Federal & state tax compliance FBAR filing for foreign accounts IRS audit assistance Form 5471 & 5472 filing

CFO Services

Strategic financial leadership for businesses including budgeting, forecasting, financial health analysis, and investor reporting.

Financial planning & forecasting Budgeting & expense control Risk assessment & compliance Investment & capital advisory KPI tracking & reporting

R&D Tax Credits

Expert advisory services to help businesses identify qualifying research activities and optimize R&D tax credit claims.

Eligibility assessment Tax credit calculation & optimization Documentation & compliance support IRS claim filing (Forms 6765, 8974)

Incorporation

Business formation services to help startups set up their legal entity structure.

Entity formation guidance LLC, S-Corp, C-Corp setup

Frequently Asked Questions

What services does Bookszy offer? +

Bookszy offers bookkeeping, payroll & HR services, taxes, CFO services, R&D tax credits, and incorporation services - your entire back office in one platform.

Where is Bookszy located? +

Bookszy is located at 1190 Miraloma Way Ste P, Sunnyvale, CA 94085, United States.

What software platforms does Bookszy use? +

Bookszy uses QuickBooks, Xero, FreshBooks, Gusto, ADP, and Paychex for automated, real-time financial management.

What types of businesses does Bookszy support? +

Bookszy supports startups, small businesses, and scaling companies across various industries including tech, retail, restaurants, and professional services.

What are Bookszy's pricing details? +

Bookkeeping starts at $349/month, Payroll starts at $100 base + $25 per employee/month, and Tax filing starts at $1,250 per filing.