Bookkeeping that tells you where you stand, so you can stop guessing.
Monthly bookkeeping for small business owners, with clean books, clear reports, and a bookkeeper who understands cash flow.
Simple Packages |
Transparent Pricing |
Real Support |
Simple Packages | Transparent Pricing | Real Support |
You started a business to do the work you love, not to chase receipts or wonder if the numbers add up.
But when your books are behind or buried in spreadsheets, you end up making big decisions on a hunch: Can I hire? Can I cover payroll next month? Am I actually profitable?
That’s where I come in.
I’m Martin, founder of Sequoia Financial Services. I do one thing, and I do it well: bookkeeping. Every month, I categorize your transactions, reconcile your accounts, and deliver clear financial reports so you always know where your business stands.
Because I spent years in corporate treasury before starting Sequoia, I don’t just record what happened. I pay attention to cash flow, so you’re not surprised by what’s coming.
Martin Shin
Founder
Here’s what working together looks like:
We talk. A free 15-minute discovery call to understand your business and where your books are today.
I get you set up. Whether you’re current, behind, or starting over, I’ll recommend the right starting point: Monthly, Catch-Up, or Cleanup.
You get clarity every month. Accurate books and easy-to-read reports, delivered on time.
Bookkeeping only. No upselling, no add-on fees, no jargon. Tax filing and payroll stay with the specialists you already trust.
Monthly bookkeeping, so you always know where your business stands.
Pick the plan that fits your business. Every plan includes accurate books, reconciled accounts, and reports you can actually read.
Monthly Bookkeeping
You shouldn’t have to wonder whether your numbers are right.
Every month, I take care of your bookkeeping: categorizing your transactions, reconciling your accounts, and delivering clear financial reports. You get the full picture of your business without having to learn accounting.
Bookkeeping is all I do, and I do it well. Tax filing and payroll stay with the specialists you already work with. I’m happy to coordinate with your CPA so they get clean records at tax time.
What every plan includes
Clean, accurate books in QuickBooks Online
A secure place to share documents (no emailing bank statements)
A bookkeeper who looks at your cash flow, not just your categories
Catch-up & Cleanup Bookkeeping
Starting behind?
It’s more common than you think, and it’s fixable.
If your books are a few months behind, or a few years, I can get you current. Catch-up and cleanup projects are quoted individually after a quick look at your records, so you get a clear price before any work starts. Once you’re caught up, you move onto a monthly plan and stay that way.
Not sure which plan fits? Let’s have a 15-minute discovery call. I’ll look at your situation and recommend one. No pressure.
Whether you’re behind, overwhelmed, or just tired of guessing, a quick conversation is the best place to start. Let’s have a free 15-minute discovery call and I’ll look at where your books stand and recommend the right next step. No pressure, no sales pitch.
Let’s talk about your books.
Prefer to write first? Send me a note and I’ll reply within one business day.
What happens next
I’ll reply within one business day to confirm and answer any questions.
We’ll have a 30-minute call to talk through your business and where your books are today.
You’ll get a clear recommendation for the right plan, with a price and no surprises.