Never worry about your bookkeeping again

Want to cross bookkeeping off your to do list forever? We’re a friendly bunch of professional bookkeepers in San Diego, CA who do your books remotely every month, like clockwork.

$ – Prices as low as $50/mth, no setup fees
) – Risk free, 100% money back guarantee
, – Nationwide services, anywhere in the US
O – Fast setup, just a 15 minute phone call

Watch our video

 

Lucas Hausler
Owner of East Wind Herbs & Acupuncture in San Diego, CA
And a happy Merritt Bookkeeping client

Happily working with hundreds of small businesses in many industries

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Many more…

…and have been featured in:

“The reports that I receive from Merritt Bookkeeping, they are professional, they are clean, they are easy to read, and easy to look at. I think that this is the future of bookkeeping.”

– Sabrina Orchid, Owner of Brushed by Sabrina and a happy Merritt Bookkeeping client

Why us?

Not all bookkeepers are equal. Be careful of these common pitfalls when looking to hire a professional bookkeeper in San Diego, Los Angeles or any other major city throughout USA…

f  Don’t hire an individual.

They are typically not as reliable or accountable. We’ve had too many business owners come to us saying their last bookkeeper hasn’t sent them anything in months, or that they took another job all of a sudden. Instead, hire a dedicated bookkeeping company for outsourcing your bookkeeping so you don’t have to worry or constantly be following up, especially if you are a small business.

#  Don’t hire a bookkeeper that bills hourly.

After all, how do you really know how much time they are spending on your account? To avoid bogus inflation, hire a company that bills based on a verifiable measurement. We charge our clients based on the number of transactions they have. Simple, predictable, and transparent.

d  Don’t hire a bookkeeping service that requires you to scan, mail, or take pictures of receipts.

You are busy enough running your business without needing more work to do. We don’t require you to send us receipts, since all of your transactions will be recorded on your bank and credit card statements.

r  Don’t hire a bookkeeper that doesn’t file your 1099s for you. 

This is the one tax filing that all professional bookkeepers should help you with, as it requires special reports directly from your books. Nobody, not even your CPA, can file your 1099s without those reports. We file 1099s for all our clients throughout the nation including San Diego and Los Angeles, CA.

w  Don’t hire a bookkeeper that requires you to be accessing QuickBooks (or any other software).

It’s the bookkeepers job, not yours, to learn, understand, and manage the software. In addition, you don’t want to have to pay for your own copy of the software. We keep our client’s files in QuickBooks, but when we send them their reports, they are in easy-to-read and familiar PDF and spreadsheet formats.

u  Don’t hire a bookkeeper that doesn’t even use QuickBooks.

It’s by far the industry standard bookkeeping software. So if you ever leave that bookkeeper, you want to make sure your data is in QuickBooks so that you have many more options when looking for a new bookkeeper. You guessed it… we keep our clients data in a QuickBooks file that is their property.

“Despite what Quickbooks wants you to believe, bookkeeping is not easy. It’s a burden every small business owner has to bear. We want to help them carry that burden.

– Jordan Merritt, Owner of  Merritt Bookkeeping

How it works?

Process

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1) Gather Information

Send us your bank statements each month, or give us restricted online access so we can gather them ourselves.

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2) Enter Data

We code all of your transactions as income, expenses, assets, liabilities, or equity into QuickBooks.

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3) Send Reports

We send you a beautiful PDF of your financial statements.

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100% Guarantee

If you’re unhappy with our service within the first 90 days, we’ll refund 100% of your money, no questions asked.


Reports

Monthly Financial ReportsClick here to download a sample of your monthly PDF reports.

“Now that I’m using Merritt Bookkeeping, my reports come monthly and automated. I’m a small business owner who never has to worry about his bookkeeping again.

– Taylor Drye, Owner of Mad Monk Tea and a happy Merritt Bookkeeping client

Testimonial snippets


LifePlay Productions

LifePlay Productions

We’re experiencing more success, peace of mind, and organization!
– Ashley McGuire


WorkPerks

WorkPerks

Simple, reliable, affordable.
– James Merlini


Modded Euros

Modded Euros

We loved how easy it was to get set up.
– Sean Dawes


Digital Film Tools

Digital Film Tools

They caught me up on almost a year of bookkeeping in a week.
– Peter Moyer


FreshDrop

FreshDrop

I’m impressed by their high work ethic.
– Tan Tran


Merritt Bookkeeping Services, Inc.

is rated 5 stars by Yelp based on 22 reviews

“To many small business owners, bookkeeping is always nagging at them. Our #1 priority is to make sure the client has an incredibly easy service at an affordable price.

– Perry Paolini, Co-Owner of Merritt Bookkeeping

About Us

Merritt Bookkeeping was founded in 2009. Jordan Merritt was working as an accountant when his mom asked him for help with the bookkeeping for her small business. In helping her out he realized that most small business owners are going to be completely lost when it comes to doing their own bookkeeping. And they are not going to have the budget to hire someone full time.

That's when he decided to leave his job and focus on building a bookkeeping company that would offer an easy, affordable, and professional remote bookkeeping service to small businesses nationwide. Our current headquarters is San Diego, CA, although we work with small businesses all over the nation.



Jordan Merritt

Jordan Merritt

President

Jordan is a Certified QuickBooks Pro Advisor, and a magna cum laude graduate from Tulane University’s A.B. Freeman School of Business. He greatly enjoys working with and helping other business owners.

Perry Paolini

Perry Paolini

Operations Manager

Perry graduated from the Martin V. Smith School of Business with a degree in Finance. He started his career building complex operational and financial software programs in the Commercial Real Estate industry. He enjoys yoga, mountain biking, and traveling!

Jenna Arak

Jenna Arak

Creative Director

Jenna is a copywriter and digital marketer. She worked in public relations and marketing for 8 years, before starting her own freelance business. She loves helping entrepreneurs market their business to the unique audience they’re hoping to reach through valuable and relevant content. In her spare time, she loves reading and drinking white wine.

Niko Winstead

Niko Winstead

Sales Manager

Niko’s focus is to bring bookkeeping solutions to worried business owners. By listening to a clients needs, Niko provides relief and assurance. When he is not surfing San Diego’s many breaks, he can be found playing on the beach with his dog.

Hema Rao

Hema Rao

Customer Support

Hema’s passion is accounting. She has a BS in accounting from the University of Bangalore and a Certificate in accounting from the University of California, Berkeley. With experience in accounting, working with numerous clients, Hema is ready to help business owners with accounting issues.

Celia Ferriss

Celia Ferriss

Bookkeeping Manager

Celia has 20+ years of experience as a Staff Accountant and has a deep understanding of all aspects of accounting. She enjoys jogging, hiking and taking her dog Max to the park.

Adam Snyder

Adam Snyder

Bookkeeper

Adam graduated from Cal State Long Beach with a degree in Accounting. Since joining Merritt Bookkeeping Services and moving to San Diego he says he’ll never leave “America’s Finest City”. Go Chargers!

Joe Morales

Joe Morales

Bookkeeper

Joe graduated from San Diego State University with degrees in Accounting and Finance. He loves meeting new people and can often be seen at many of San Diego’s networking events. When he’s not making sure your books are accurate and reconciled he’s playing basketball and hanging out with his family.