Bookkeeping for San Diego small businesses

Hi, I'm Adam.
Bookkeeping for your business.

I work directly with San Diego small-business owners to keep their books organized and make the month-to-month easier. Whether you run a real estate business, a home-service company, a professional firm, or something else, I'll help you stay on top of your records.

Your business has enough moving parts. Your books can stay simple.

Customer payments, operating costs, payroll, and other day-to-day transactions add up fast. When the details pile up, it gets harder to see what belongs where.

I focus on the bookkeeping details: organized income and expenses, reconciled accounts, and current records you can use month after month.

Local
San Diego focus
Personal
Work directly with me
Meet Adam · About Me

A local bookkeeper you work with directly.

I'm Adam Moody, a San Diego bookkeeper. I work directly with small-business owners to keep income, expenses, and accounts organized, so you can focus on running your business with clear, reliable records.

Adam Moody, bookkeeper

Adam Moody

Bookkeeper, San Diego CA

I work with small businesses across markets—from real estate owners and investors to home-service companies and professional service firms. If you want monthly bookkeeping, help catching up, or clear records to hand to your tax professional, let's talk.

You'll work with me directly, with a clear monthly process and straightforward answers when questions come up.

Who I Help

Bookkeeping for the small businesses that keep San Diego moving.

Real estate owners & investors

Organized books for rental owners, investors, and other real estate businesses.

Home-service companies

Consistent monthly records for contractors and other service businesses on the go.

Professional service firms

Clear income and expense tracking for consultants, agencies, and professional practices.

Other small businesses

A practical bookkeeping rhythm tailored to your day-to-day operations.

What I Do

Clear books for your small business.

Practical, one-on-one bookkeeping for small businesses that want a dependable monthly rhythm.

Monthly Bookkeeping

I keep income, expenses, and the rest of your books organized with consistent categorization and monthly reconciliations.

  • Income and expense tracking
  • Bank and credit card reconciliations
  • Monthly close rhythm
  • Organized business records

Catch-Up and Cleanup

Behind on your books? I work through the existing records and help bring your accounts up to date.

  • Review of existing records
  • Uncategorized expense cleanup
  • Reconciliation of past months
  • A more consistent bookkeeping workflow

Clear Monthly Statements

I prepare straightforward statements from your books, so you can see income and expenses more clearly and have records for your tax professional.

  • Profit and loss statements
  • Balance sheet review
  • Monthly bookkeeping summaries
  • Records ready for your tax professional

Your private dashboard

A clearer picture of your books, in one private place.

When we work together, you'll have a private place to see where your books stand. I'll share monthly updates and reports there, and you can send me documents or ask a question without digging through email.

See where things stand

I'll keep you posted as I work through the month and share reports when they're ready.

Get me what I need

If I need a document or an answer, you'll see my request here. You can upload a file, message me directly, and check your upcoming calls.

Book a free 30-minute call
Your workspace overview

Private dashboard example · Not live information

A clear view of what's next.

What I'm working on, what I've shared, and what I need from you.

Monthly bookkeeping

This month's close

In progress

One milestone complete

Transactions categorized
Reconciliation & review underway
Books ready for review

Your next step

Send me a couple of details, then I can close the month.

Share what's missing when you're ready.

Share a statement
Confirm a transaction detail

Reports

Ready when you are

Monthly profit & loss
Balance sheet

Stay connected

Reach me here

Upcoming check-in · On your calendar
Message from Adam · Monthly update ready

Illustrative sample only. No client account, live information, or financial figures are shown.

Straightforward rates

Pricing

Flat fees, no hourly billing. Month to month with 30 days' notice to cancel.

Monthly bookkeeping

From $450 /month

Categorizing, bank and card reconciliations, monthly profit and loss and balance sheet, and a monthly check-in call.

QuickBooks Online setup

$400 one time

Adam sets up your account for you, billed in your business's name.

Catch-up and cleanup

From $1,500

For books that are months or years behind. Pay in full or in installments.

Your exact price depends on your transaction volume, number of accounts, and payroll. You'll get a firm quote after a free look at your books.

Book a free 30-minute call
Organized desk with financial documents and calculator
How I Work

Steady books. Personal service.

I start with the records you have and keep the monthly work consistent, whether you own real estate, run a home-service company, lead a professional firm, or operate another small business.

1

Start Where You Are

Whether your books are current or need catching up, I begin with the records you have.

2

A Dependable Monthly Rhythm

I categorize income and expenses and reconcile accounts on a consistent schedule.

3

Clear Records Every Month

You receive up-to-date books and straightforward statements you can share with your tax professional.

Frequently asked questions

Questions owners ask.

How much does a bookkeeper cost for a small cleaning business in San Diego?

Monthly bookkeeping starts at $450 per month, flat. The final price depends on your transactions, accounts, and payroll. You get an exact quote after a free look at your books.

What does a monthly bookkeeper actually do?

Every month your transactions are categorized, your bank and credit card accounts are reconciled, and your QuickBooks Online file is kept accurate. You get a profit and loss statement and balance sheet each month, plus a short check-in call.

I'm months or years behind on my books. Can you catch me up?

Yes. Catch-up work starts at $1,500 depending on how far behind you are, and you can pay in installments.

Do I need QuickBooks Online?

Yes, Moody Bookkeepers works in QuickBooks Online only. If you don't have it, setup is $400 and Adam sets it up for you.

What do I need to send each month?

Very little. Once your accounts are connected, you'll occasionally send a receipt or answer a quick question.

Can you get my books ready for my tax preparer?

Yes. You get clean year-end reports your tax preparer can work from, and a referral to a trusted tax partner if you need one.

Do you work with businesses outside San Diego?

Yes, anywhere in California remotely, and in person in San Diego.

Get started

Book a call

Choose a time that works for you. The free 30-minute conversation is an easy way to talk through your books and what you need.

Book a free 30-minute call
Get in Touch

Let's get your business books in order.

Tell me about your business and where the books stand. I work with real estate owners and investors, home-service companies, professional service firms, and other small businesses in San Diego.

Book a free 30-minute call

Serving

Small businesses in San Diego, including real estate owners and investors, home-service companies, and professional service firms.

Connect

Tell me about your books

Tell me what you need help organizing—whether you run a real estate business, a home-service company, a professional firm, or another small business.

Your inquiry goes directly to Adam's client workspace. We'll reply by email.