Business Details
Your Trusted Partner for Bookkeeping Solutions in San Diego
AD Bookkeeping was founded after more than 15 years of corporate experience in company management, bookkeeping, efficiency analysis, and process implementation. Our boutique firm was created to address underserved needs in the bookkeeping industry by combining macro-level business understanding with personalized service. We specialize in identifying cost-saving opportunities, revenue generation strategies, and growth-oriented financial processes while maintaining strict client confidentiality through single-point access to financial data. Our lean operation model delivers maximum effectiveness through direct communication and personal relationships with clients. With expertise in payroll preparation, transaction recording, and financial reporting, we provide scorecards featuring sales reports, available cash, and profit metrics.Our services implement the Pareto Principle (80/20 rule) to optimize business efficiency and decision-making. We offer detailed analysis of effective business practices and cash flow management solutions while eliminating employee management issues and associated costs. Our team delivers accurate financial statements, quarterly efficiency analyses, and strategic guidance to help business owners focus on growth-oriented activities. We maintain client trust through secure data handling, transparent communication, and proven expertise demonstrated in our 15-year track record of corporate financial management.
Services
Bookkeeping Services
Payroll Processing
Efficiency Analysis
Cash Flow Management
Financial Reporting
Highlights and features
- 15 years of corporate financial management experience
- Personalized bookkeeping with single-point financial access
- Quarterly efficiency analysis for profit optimization
- Guaranteed fast responses directly from your bookkeeper
- Proven track record with small/medium businesses and nonprofits
What people say
Outstanding, truly a professional
Saved money and time
Books perfectly neat
Quick responses
Phenomenal work ethic
Services
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through daily transaction recording and monthly statement generation. We provide comprehensive ledger management, expense categorization, and financial scorecards tracking sales, cash flow, and profits. Our system ensures businesses maintain organized records for better decision-making while reducing costs by 50% compared to traditional bookkeepers.
Payroll Processing
We streamline payroll preparation while ensuring compliance with tax regulations. Our service handles employee compensation calculations, tax withholdings, and payment processing. By outsourcing payroll tasks, businesses eliminate employee benefits costs, office space requirements, and management responsibilities while maintaining accurate payroll records and timely payments.
Efficiency Analysis
Our quarterly efficiency analysis identifies cost-saving opportunities and revenue growth strategies. We examine financial patterns to eliminate unnecessary expenditures, streamline processes, and optimize marketing channels. This service implements the 80/20 rule to focus on activities generating maximum business results while providing actionable recommendations for financial improvement.
Cash Flow Management
We provide comprehensive cash flow monitoring and expense tracking through real-time financial reporting. Our system maintains accurate records of income and expenditures while generating hundreds of QuickBooks reports for business analysis. This service helps owners understand financial patterns and make informed decisions about resource allocation and business growth strategies.
Financial Reporting
Our financial reporting service delivers monthly income statements, balance sheets, and quarterly efficiency analyses. We create easy-to-interpret reports that clarify business finances, separate personal and business expenses, and simplify tax preparation. These reports provide business owners with clear financial visibility and support data-driven decision-making for long-term growth.
People
Amira Drori
CEO
With 15+ years in corporate financial management, Amira founded AD Bookkeeping to provide expert bookkeeping solutions. She specializes in efficiency analysis, process implementation, and financial optimization while maintaining strict client confidentiality through personalized service and single-point financial access.
Questions
What bookkeeping services do you offer?
We offer full-service bookkeeping including transaction recording, financial statements, payroll processing, cash flow management, and quarterly efficiency analysis. Our services use QuickBooks software for accurate reporting and financial tracking.
How does outsourced bookkeeping save money?
Our outsourced services eliminate employee costs including benefits, office space, software, and training. You pay 50% less than traditional bookkeepers while receiving expert financial management without management responsibilities.
What's the difference between bookkeeping and accounting?
Bookkeepers maintain daily financial records and ledgers, while accountants analyze financial data for tax preparation and advisory services. We focus on accurate bookkeeping, allowing accountants to concentrate on tax and financial strategy.
How do you ensure financial security?
We maintain financial security through single-point access control, encrypted data transfer, and limited personnel handling financial information. Our lean operation model ensures only your designated bookkeeper accesses your financial records.
What industries do you serve?
We serve small to medium businesses across industries including nonprofits, gyms, therapy clinics, and retail operations. Our services adapt to specific business needs while maintaining consistent financial management standards.
How do I get started with your services?
Contact us for a free consultation to discuss your needs. We'll complete a basic intake form, provide a face-to-face introduction, and create an individualized plan before handling all monthly bookkeeping tasks and financial reporting.
Reviews (7)
Scott Surface
Dec 18, 2021
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I let my books get behind during covid and had a lot of anxiety around it. Amira was patient with me and helped to get everything caught up and in order. My previous bookkeeper took short cuts and which didnt help the clean up/catch up process, but Amira handled everything without issue and is a pleasure to work with. Highly recommend.
Jose J. H.
Feb 03, 2021
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Amira has been a truly competent and energetic professional at her work. She works diligently and always her reports shed light on our business. She is great!!! I plan on working with her for years to come. Thanks Amira.
Jin Lovell
Nov 13, 2020
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I have sought for help with Amira twice and she is exceptional in her job. She really knows what she is doing. Not only is she professional but she is very patient in explaining how things work I also appreciate very much that she gives good advice with each and every persons case. Thank you very much Amira, if we ever do need to seek for a second opinion we have a peace of mind to know we can count on you. We will recommend your service to anybody who needs it.
Maurer Follett
Dec 31, 2019
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AD Bookkeeping immediately saved me on a monthly basis (my accountants charge significantly more to do the bookkeeping as well), so was happy from the start. Now I couldn't see myself using anyone else for bookkeeping since the savings skyrocketed after implementing changes based on their analysis of our spending. Very happy client!
Vanessa Trapp
Dec 07, 2019
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I have nothing but good things to say about AD Bookkeeping. They've been so instrumental to the growth of my business. I've been using Amira for two years. Not one mistake and I would never think about moving to another bookkeeping firm. Keep up the great work.
Daniel L.
Oct 28, 2019
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Great service... Very diligent and profesional...
It's hard for me to keep up with my accounting, and Amira has really helped me keep things organized.
It's hard for me to keep up with my accounting, and Amira has really helped me keep things organized.
Adele Hall
Sep 27, 2019
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I could not be happier with Amira. She is extremely responsive and professional, while at the same time helping to navigate tax issues in a way I could understand. I have already recommended her to friend.
