YMS Bookkeeping Services

Business Details

20 Years

experience

Trusted Bookkeeping Services in Walnut Creek, CA

YMS Bookkeeping Services has been a trusted partner for small businesses in Walnut Creek since 2006. Founded by Yvette M. Shaw, a Certified Public Bookkeeper and QuickBooks Online ProAdvisor, we specialize in delivering comprehensive bookkeeping, payroll, and accounting solutions tailored to the unique needs of small businesses. Our mission is to empower entrepreneurs by providing real-time financial reporting that enables informed decision-making and sustainable growth. With over 16 years of experience, we serve industries including construction, daycare, elderly care, and services, offering customized solutions that streamline financial operations. Our team combines technical expertise with local market knowledge to ensure accuracy, compliance, and efficiency in every service we provide.

As members of the American Institute of Professional Bookkeepers and the National Association of Certified Public Bookkeepers, we uphold the highest standards of professionalism. Our commitment to excellence has made us a preferred choice for businesses seeking reliable financial management support. We pride ourselves on building long-term relationships through personalized service and actionable insights that drive profitability and cash flow optimization. Whether you need full-service bookkeeping or specialized support, we deliver solutions designed to help you focus on growing your business.

Services

Bookkeeping Payroll Processing Accounts Payable/Receivable QuickBooks Setup Financial Reporting

Details

Year established: 2006

Highlights and features

We offer 16+ years of specialized bookkeeping expertise for small businesses.
Our team includes certified professionals with QuickBooks Online ProAdvisor credentials.
We provide tailored financial solutions for construction, daycare, and service industries.
We guarantee tax-ready books and timely payroll processing with accuracy.
We offer free initial consultations to understand and address client-specific needs.

Associations and certifications

Certified Public Bookkeeper
Certified QuickBooks Online ProAdvisor
American Institute of Professional Bookkeepers
National Association of Certified Public Bookkeepers
Intuit QuickBooks ProAdvisor Group

Website

Update Listing

Services

Bookkeeping Services

We maintain accurate, tax-ready books for small businesses, ensuring organized financial records and real-time reporting. Our certified professionals handle daily transactions, reconciliations, and month-end closing to support compliance and strategic decision-making. This service enables business owners to focus on growth while we manage financial accuracy.

Payroll Processing

Our payroll service ensures timely employee payments and compliance with federal and state tax regulations. We handle wage calculations, tax withholdings, and filing of quarterly and annual returns. This service reduces administrative burdens and minimizes errors in payroll tax reporting for businesses of all sizes.

Accounts Payable/Receivable

We streamline accounts payable and receivable processes to improve cash flow management. Our team tracks invoices, manages payments, and follows up on overdue accounts. This service helps businesses maintain healthy financial relationships with suppliers and clients through efficient billing and collection practices.

QuickBooks Setup

We assist businesses in migrating to QuickBooks Online and configuring their accounts for optimal efficiency. Our setup includes chart of accounts organization, data import, and staff training. This service enables seamless financial management with 24/7 cloud access to real-time data.

Financial Reporting

We generate comprehensive financial reports that provide actionable insights into business performance. Our reports include profit and loss statements, balance sheets, and cash flow analyses. This service empowers owners to make data-driven decisions for growth and operational improvements.

People

Yvette M. Shaw

Founder & Certified Public Bookkeeper

Yvette M. Shaw is a Certified Public Bookkeeper and QuickBooks Online ProAdvisor with 16+ years of experience. She specializes in small business financial management and has served Walnut Creek businesses since 2006.

Questions

What bookkeeping services do you offer for small businesses?

We provide full-cycle bookkeeping, payroll processing, accounts payable/receivable management, QuickBooks Online setup, and financial reporting tailored to small businesses.

How do you help businesses with payroll compliance?

We ensure timely payroll processing and accurate filing of federal and state payroll tax returns to maintain compliance and avoid penalties.

Can you assist with transitioning from QuickBooks Desktop to Online?

Yes, we specialize in migrating data to QuickBooks Online and training clients to use its cloud-based features effectively.

What industries do you primarily serve?

We focus on construction, daycare, elderly care, and service-based businesses, offering industry-specific financial management solutions.

Do you offer a free consultation for new clients?

Yes, we provide a free 30-minute consultation to understand your needs and recommend customized solutions.

Reviews (4)

Write a Review

Melissa Winn Carlson

Nov 15, 2021 Report

I have been working with Yvette for many years now. Im a designer and Yvette handles all of my bookkeeping. Shes extremely helpful and very responsive and generally just a really nice person to work with. Im grateful to have her managing my books!

Rob Kern

Aug 06, 2021 Report

Yvette is such a professional, keeps me on track. As a general contractor she trys so hard to make my life easier, to maintain an accurate balance sheet throughout al our projects. Thank you YMS bookkeeping
Rob Kern president
RK2CON INC

Christine Larson

Jul 16, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Yvette has worked with me since 2017. She does and excellent job, is very professional, conscientious and takes great pride in the accuracy of her work. Our company has changed a lot over the last 4 years and Yvete was there with us every step of the way. She is a great person to work with!

Richard Roppa-Roberts

Nov 30, 2016 Report

Yvette is in it for her clients. I have worked with her on projects in the past, and it is all about the client with Yvette. Who could ask for anything more.