Business Details
18 Years
experience
Trusted Accounting Services in San Jose
At Sak's Bookkeeping & Services, we specialize in providing comprehensive financial solutions tailored to small and medium-sized businesses as well as individual clients. Our expertise in bookkeeping, payroll management, and office organization helps clients save time, reduce costs, and maintain accurate financial records. With customizable services ranging from monthly reconciliations to full payroll processing, we ensure businesses stay compliant with tax regulations while focusing on growth. Our commitment to quality, honesty, and integrity has made us a trusted partner for clients seeking reliable financial support.We offer both on-site and off-site services, adapting to the unique needs of each client. From sales tax reporting to personal bill-paying assistance, our team handles complex financial tasks with precision. By outsourcing these responsibilities, clients gain valuable time to prioritize core operations. Our mission is to deliver professional, affordable, and timely services that empower businesses and individuals to achieve financial clarity and success.
Services
Bookkeeping
Payroll Services
Office Management
Event Planning
Personal Bookkeeping
Sales Tax Reporting
Details
- Year established: 2008
Highlights and features
- Customized solutions for businesses of all sizes
- Timely and accurate financial reporting
- Free up time for core business activities
- Expertise in payroll and tax compliance
- Support for both businesses and individuals
Services
Bookkeeping
Our bookkeeping services include monthly reconciliations, accounts payable/receivable management, and financial reporting. We handle income statements, balance sheets, and trial balances to ensure accurate records. Clients benefit from organized financial data that supports informed decision-making.
Payroll Services
We process weekly, bi-monthly, or monthly payroll runs with tax compliance and reporting. Services include W2/1099 preparation, workers' compensation tracking, and labor law poster updates. Clients avoid penalties through precise, timely payroll administration.
Office Management
Our office management covers HR setup, filing systems, and compliance with federal/state regulations. We organize business records, coordinate travel, and maintain operational efficiency. Clients gain streamlined workflows and reduced administrative burdens.
Event Planning
We specialize in nonprofit fundraising events, registration systems, and logistics management. Services include venue coordination, attendee tracking, and budget oversight. Clients receive end-to-end support for successful event execution.
Personal Bookkeeping
Personal financial services include bill payment, checkbook balancing, and private secretary support. We manage personal tax documents and create customized filing systems. Clients achieve financial organization while focusing on personal goals.
Questions
What accounting software do you work with?
We support QuickBooks, Peachtree, Quicken, Solomon, Great Plains, and other platforms as needed.
Can you handle both business and personal financial services?
Yes, we provide bookkeeping, payroll, and tax reporting for businesses and personal bill-paying assistance.
How do you ensure accurate payroll processing?
We maintain compliance with labor laws, prepare W2s/1099s, and reconcile federal/state tax reports annually.
Do you offer on-site services?
Yes, we provide both on-site and off-site bookkeeping and office management solutions.
What event planning services do you provide?
We coordinate nonprofit fundraising events, manage registrations, and handle logistical planning.
