Peterson Bookkeeping Solutions is a bookkeeping firm in Aptos, CA serving Santa Cruz, Capitola, Soquel, Scotts Valley, and Watsonville with QuickBooks Online expertise.
Peterson Bookkeeping Solutions is a bookkeeping firm founded by Sean Peterson in 2015 after earning an Associate's Degree in Accounting in 2010. Based in Aptos, CA, they serve Santa Cruz, Capitola, Soquel, Scotts Valley, and Watsonville.
Sean is a Certified Quickbooks Online Pro Advisor who works with small businesses to get their books in order. Services include monthly/quarterly after-the-fact bookkeeping, income and expense recording, bank and credit card reconciliations, payroll and sales tax support, financial statements, catch-up services, and new business venture setup with QuickBooks Online configuration.
Certified Quickbooks Online Pro Advisor
Founded in 2015 with 11 years of experience
Associate's Degree in Accounting
Remote office using QuickBooks Online
Serves Santa Cruz County area
Services
Bookkeeping Services
Outsourcing bookkeeping to allow business owners to focus on their day-to-day business tasks.
Monthly or quarterly after-the-fact bookkeepingIncome and expense transaction recordingBank and credit card reconciliationsPayroll supportSales tax supportFinancial statements
Getting Caught Up
Clean-up and catch-up services for businesses with behind books.
Catch up bank and credit card reconciliationsCorrect transactional errorsReview and refine processes and templatesProvide training and/or support
New Business Venture Setup
Setting up systems to properly record and track income, manage expenses, and analyze financial reports.
Set up and customize Quickbooks OnlineConnect and automate accounts and transactionsSet up invoicing and payment processesProvide training and/or support
Credentials & Certifications
Certified Quickbooks Online Pro Advisor
Reviews
Rating
5
★★★★★
Reviews
4
"Sean was very responsive and met me in person to go over my concerns."
Frequently Asked Questions
What services does Peterson Bookkeeping Solutions offer? +
They offer bookkeeping services (monthly/quarterly), catch-up services for behind books, and new business venture setup with QuickBooks Online.
Where is Peterson Bookkeeping Solutions located? +
They are located in Aptos, CA 95003 and serve Santa Cruz, Capitola, Soquel, Scotts Valley, and Watsonville.
What is Sean Peterson's background? +
Sean earned an Associate's Degree in Accounting in 2010 and started Peterson Bookkeeping Solutions in 2015. He is a Certified Quickbooks Online Pro Advisor.
What platform do they use? +
They specialize in QuickBooks Online as their platform of choice, keeping everything organized remotely in one place.
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