Sequoia Financial Services
Clear Books. Confident Decisions. Built to Last
Welcome to Sequoia Financial Services.
Running a business is demanding enough without the stress of managing your finances. At Sequoia, we provide reliable, personalized bookkeeping services for small businesses and freelancers who need organized, accurate records — without the overhead of a large firm.
Whether you are just getting started or looking to bring order to your existing books, we are here to help you stay on track, month after month.
Simple packages. Transparent pricing. Real support.
Schedule your free consultation today and take the first step toward financial clarity.
The Person Behind the Books
Hi, I am Martin Shin, the founder of Sequoia Financial Services.
I started this business with a simple goal — to build something of my own while providing a service that truly helps small business owners stay organized and focused on what they do best.
I am newer to the bookkeeping profession and I will not pretend otherwise. What I will promise is diligence, attention to detail, and a genuine commitment to accuracy in every set of books I manage. I believe honesty builds better business relationships than credentials alone, and I am dedicated to earning your trust through consistent, reliable work.
Like the Sequoia that grows stronger with every season, I am building this practice with a long-term mindset — investing in my skills, staying current, and growing alongside the clients I serve.
If you are a small business owner or freelancer looking for dependable bookkeeping without the corporate overhead, I would love to connect.
Let's build something that lasts.
Our Services
Managing your finances should not slow you down. I offer straightforward, reliable bookkeeping services designed specifically for small businesses and freelancers — transparent pricing, no surprises, and a personal touch you will not find at a large firm.
Bronze Package
$300 per month
Up to 100 transactions/month | 1-2 accounts
For freelancers and micro-businesses with minimal financial activity.
Monthly transaction categorization
Bank reconciliation
Monthly Profit & Loss statement
Email support
Silver Package
$500 per month
Up to 200 transactions/month | 3-5 accounts
For small businesses needing organized, accurate monthly financials.
Everything in Bronze, plus:
Balance Sheet preparation
Accounts Payable and Accounts Receivable tracking
Month-end close
Priority email support
Gold Package
$700 per month
Up to 300 transactions/month | 6-10 accounts
For growing businesses requiring thorough bookkeeping and clean financial reporting.
Everything in Silver, plus:
Cash Flow Statement
CPA-ready financial package (organized records handed off to your tax preparer)
Monthly check-in call
Priority email and phone support
Contact Us
Ready to bring clarity and organization to your finances? Reach out today to schedule your free 15-minute consultation. We will review your current bookkeeping needs, answer any questions, and recommend the right package for your business — no obligation required.