Accounting and Bookkeeping Services for Companies in San Diego, California
Running a business in San Diego means striving for growth while aligning with local regulations, bookkeeping, sales tax, and city compliance. We provide specialized accounting and bookkeeping services designed to support business owners across industries. Even if you’re operating a digital agency in Little Italy or managing a health clinic in Mission Valley, our team ensures your records are clean, categorized, and ready for tax season. With experience in local regulations and multi-entity structures, we help San Diego businesses stay on track while they scale. You remain focused on clients and operations—we’ll handle the accounting, the right way.
Years of Experience
Industry Verticals
Experienced Professionals
Expert Bookkeeping and Accounting Services in San Diego
San Diego is home to a broad mix of businesses from coastal retailers and creative studios to legal firms and service contractors. Each one has its own set of bookkeeping needs, tax filing requirements, and reporting expectations. Our team supports local businesses with accounting systems designed for speed, structure, and audit readiness. We’ve helped companies navigate sales tax filings, payroll setup, and compliance with the California Board of Accountancy (CBA), the IRS, and the City of San Diego’s Office of the City Treasurer.
Clean Records, Consistent Support, Full Compliance
When San Diego businesses come to us, they are often behind on reconciliations, missing essential reports, or unsure about the local and federal requirements they need to meet. We bring structure to the process, cleaning up your records, aligning them with FASB’s GAAP standards, and making sure your books are ready for filing or review at any time. We work with your existing systems or help set up new ones that are easier to maintain. From IRS expectations to CDTFA sales tax filings, we ensure your business remains compliant and free from surprises. You get accurate books, delivered on schedule, with local expertise behind every detail.
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Finance and Accounting Tools We Specialize In
Accounting & Bookkeeping Services Pricing for San Diego, California
Simple, Transparent Pricing from $199/month
Basic
Starts at $199
Perfect for small businesses and startups looking to establish professional financial practices.
- PO Processing
- AP Bill Processing
- AR Invoice Processing
- Making AP Payments/Recording Payments
- Clearing AR payments
- Data Entries Related to Accounting
- Payroll Time Keeping/Management
Growth
Starts at $349
Ideal for established businesses seeking to optimize financial operations and drive sustainable growth.
- All Basic Accounting Services
- Bank Reconciliations
- CC Reconciliations
- Vendor Reconciliations
- Month End Closing Entries
- Book Keeping Activity
- Payroll Entries and Tax Filings
- Tax Filings
- Inventory and Fixed Asset Postings
- Budgeting and Cost Forecasting
- Custom Financial KPI Dashboard
Enterprise
Starts at $599
Comprehensive solutions for large-scale enterprises with complex financial needs & multiple revenue streams.
- All Basic and Growth Services
- Financial Analysis, Clean-ups, Fraud Checks, and Account Setup
- Financial Modeling
- Preparation of Financial Statements
- Review and Reconciliation Balance Sheet GL Accounts
- Depreciation & Fixed Asset Postings
- Audit Services
- Financial Reporting Services
What's Included in Every Plan
A dedicated account manager who serves as your go-to contact and works in sync with your internal team
Scalable team support that expands or adjusts based on how your business changes over time
256-bit encryption to keep all your accounting data secure and protected at every stage
Reporting delivered according to your preferences—daily, weekly, or monthly—depending on what works best for your business
Performance metrics backed by clearly defined service levels and measurable benchmarks
Full access to our support team by phone or email whenever you need assistance—no restrictions
Local Client Testimonials
We were growing quickly and needed reliable bookkeeping support fast. They jumped in, cleaned up our sales reports, and now we get detailed monthly summaries that actually make sense. Everything just runs smoother now.
Before working with them, I had years of uncategorized expenses and no idea how to prepare for tax season. They sorted it all, tracked everything properly, and made my CPA’s job easy this year.
I was overwhelmed with quarterly filings and inconsistent reports. This team cleaned up my books, set up a clear system, and now everything’s organized. It’s a huge relief to know that someone local understands San Diego’s tax rules.
Why Our Accounting and Bookkeeping Services in San Diego?
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Dedicated Support That Knows the Rules
Our team is well-versed in all the necessary compliance requirements and understands the unique needs of San Diego-based companies. You’ll work with real people who understand your business, not outsourced agents.
Accurate, Actionable Reporting
Your reports follow GAAP guidelines from FASB and include the key metrics you need to plan ahead. Whether you're reviewing profit margins or tracking expense categories, we’ll deliver reporting that’s clear, useful, and reliable.
Built for Local Tax and Licensing
We help you stay on top of your obligations with the City of San Diego Office of the City Treasurer, including your Business Tax Certificate and quarterly filings. Your records are prepped for local review every time.
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Ready for the IRS, Anytime
Your books are formatted to meet IRS filing standards and are ready for handoff to your tax preparer or CPA. No scrambling, no guesswork—just clean, organized records delivered when you need them.
Running a business in San Diego is demanding enough—your accounting and bookkeeping shouldn’t add to the stress.
- Review your current bookkeeping setup.
- Identify any gaps, errors, or missed opportunities.
- Understand how we keep you compliant with California and IRS requirements.
- Explore how our monthly services can save you time and improve accuracy.
There’s no pressure, no obligation—just real advice from people who understand how San Diego businesses work.
Invensis - The Trusted Accounting and Bookkeeping Company for Businesses in San Diego, CA
With over 25 years of hands-on experience, we help San Diego businesses maintain accurate books, meet every deadline, and stay compliant from day one. Our end-to-end accounting and bookkeeping support covers everything from reconciliations and reporting to sales tax prep and cleanup projects. Every system we build adheres to Generally Accepted Accounting Principles (GAAP) and follows the standards set by the California Board of Accountancy (CBA), the IRS, and the City of San Diego’s tax authorities. Whether you're launching your business or managing a growing operation, we bring a clear, accountable process backed by secure technology and proven results.
What Our Customers Say
Invensis' auditing and taxation services assisted us in effecting significant changes in the business's focus and nature. They have always provided us with a comprehensive and top-rated service, allowing us to meet deadlines internally and externally.
Invensis has helped us obtain business-critical data on our Accounts Receivable processes. This helped us make good cash flow decisions, motivate our teams, and maintain our focus on profit maximization.
Invensis has been an outstanding business partner for over four years. Our Accounts Payable workflow has generated daily volumes of invoices to be processed, and Outsourced Bookkeeping handles the volume precisely. As a result, it's fantastic to arrive at work every day without any backlog.
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