Bookkeeping Services built to be relied on.
Tax-optimized bookkeeping for business owners who want books they can trust, reports they can read, and a team that keeps everything connected.
Your books are the source every other decision draws from. TreeStar provides bookkeeping services for California businesses and clients nationwide, working in QuickBooks Online and tying the numbers to your payroll, tax, and advisory work. Our books are tax-optimized by design: we start by understanding how your business actually runs and how it is taxed, then build a routine that keeps transactions categorized, accounts reconciled, and reports on time. Whether you need a fresh setup, a cleanup of past years, or steady monthly support, the goal is the same: one connected view of your business, explained in plain English.
How we help
Every bookkeeping tier is mapped to how your business is taxed, so deductions are captured as they happen and year end is a handoff, not a rebuild.
Three defined tiers, Foundation, Operational, and Managed, each with a scope you can check against the work delivered.
New QuickBooks Online files built around your operations, and older books brought current and reconciled.
A consistent close routine that produces financial statements you can use to make decisions.
Bills, invoices, collections, and job or inventory costs tracked so cash and margins stay visible.
W-9 collection, payment tracking, and year-end 1099 preparation and filing.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
Your close, on schedule, every month.
Every account matched, every report on time, and the tax picture kept current all year, not rebuilt in March.
- Bank and card feeds synced
- Account reconciliations matched
- Payables and receivables reviewed
- Payroll entries posted
- Inventory and cost of goods in_review
- Tax-ready review queued
Not sure where to start?
A structured look at your current books that tells you what shape they are in and what it would take to fix them.
See how it works → Starting fresh or switching systems? Start with Bookkeeping Setup & IntegrationA bookkeeping setup built around your operations, so your books are organized from day one instead of fixed later.
See how it works →Explore Bookkeeping Services
Every TreeStar bookkeeping tier is designed around how your business is taxed, so your books do double duty: clear reports all year and a cleaner, better-supported return.
→ ongoing-bookkeeping Ongoing BookkeepingMonthly bookkeeping with a defined scope, so you know exactly what is covered and can check it against the work.
→ setup-integration Bookkeeping Setup & IntegrationA bookkeeping setup built around your operations, so your books are organized from day one instead of fixed later.
→ diagnostic-review Bookkeeping Diagnostic ReviewA structured look at your current books that tells you what shape they are in and what it would take to fix them.
→ cleanup-catch-up Bookkeeping Cleanup & Catch-UpFor books that are months or years behind, or that no longer make sense, we rebuild them into records you can rely on.
→ monthly-close-reporting Monthly Close & Financial ReportingA repeatable monthly close that turns your books into financial statements you can read and act on.
→ accounts-payable Accounts PayableWe keep your bills recorded, approved, and scheduled, so you always know what you owe and when.
→ accounts-receivable Accounts ReceivableWe keep invoicing, payment application, and collections follow-up organized, so you can see what customers owe at a glance.
→ job-cost-accounting Job & Cost AccountingTrack what each job or product really costs, so you can see where you make money and price future work with confidence.
→ inventory-accounting Inventory AccountingInventory and cost of goods sold handled with care, for businesses where product costs shape both profit and tax.
→ w9-1099 W-9 & 1099 ServicesWe collect W-9s, track contractor payments, and prepare and file your 1099s, so year-end reporting is organized instead of rushed.
→How it works
- 01 Assess
We review your current books, systems, and goals to see where things stand.
- 02 Build
We set up or repair your chart of accounts, bank feeds, and workflows.
- 03 Run
We record, reconcile, and close each period on a predictable schedule.
- 04 Report
We deliver financial statements and walk you through what they mean.
What you can expect
Books that are current and reconciled
Reports that answer real business questions
Cleaner handoffs at tax time
Common questions
Do you work in QuickBooks Online?
Yes. QuickBooks Online is the platform we use for client books, and we can help you move to it if you are on something else.
Can you help if my books are years behind?
Yes. We often start with a diagnostic review, then complete a cleanup and catch-up before moving into ongoing service.
How do I share documents with you?
Through the TaxDome client portal, which gives you a secure place to upload statements and receipts and sign documents.