Professional Bookkeeping & Tax Services in the Greater Sacramento Area!

"Our team of experts help small business owners increase their profits by an average of $5,000 per year by streamlining bookkeeping procedures and workflows."
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About Our Firm

Shertzer Bookkeeping is a full-service, boutique-style business bookkeeping and tax preparation firm in Rocklin, CA, servicing individuals and small- to medium-sized businesses. We offer a wide range of services including bookkeeping, payroll, tax planning & preparation, and even Quick Books Training. Our firm is one of the leading firms in the area, and we are committed to delivering personal and professional attention to every one of our clients, big or small. We are dedicated to helping you grow your business and keep more of your hard earned money.


If you're interested in any of our bookkeeping or tax services, please contact us today and we'll be happy to offer you a free initial consultation.

 

Our Services Include
 

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Bookkeeping

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Payroll Service

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Financial Statements

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Personal Tax Returns

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Banking reconciliation Rocklin Ca
Banking reconciliation Rocklin Ca

Bank Reconciliation

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Quick Books Training Rocklin Ca
Quick Books Training Rocklin Ca

Quick Books Training

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- Shannon C.

"Sean has been amazing and a business saver!! QuickBooks has been a challenge for me to understand and work with. He not only corrected my QuickBooks but also helped me recognize areas of improvement. Very fast with the tasks needed to accomplish and was very accommodating to my busy schedule. I would highly recommend him for his book keeping services. Very reasonable in pricing and amazing to work with. My only regret is not hiring him sooner."
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Bookkeeping FAQs

Considering Bookkeeping? We've Got You Covered! This guide answers frequently asked questions about bookkeeping services to help you decide if it's the right fit for your business. Your Business, Simplified What can you do for me?

We take care of the bookkeeping nitty-gritty! From recording transactions to generating reports, we handle everything. We can also handle payroll, depending on the service you choose.
Can I work remotely with you?
Absolutely! Cloud technology allows us to seamlessly manage your books from anywhere.
How much does it cost?
Pricing varies based on your specific business needs. We'll provide a personalized quote after a consultation.
Taking Control, Not Losing It
Will I lose control of my finances?
No way! You maintain complete access to your data and have the final say on all financial decisions.
What do you need to get started?
Just provide bank statements, invoices, receipts, and any existing bookkeeping records you have.
How often will we chat?
We can tailor a communication schedule to your preference. Weekly or monthly updates are common.
What software do you use?
We often utilize popular cloud-based accounting software. We'll discuss the best program for your specific needs.
Security & Peace of Mind
How do you keep my data safe?
Your information is our top priority. We use secure cloud storage and data encryption to keep your financial information protected.
Confidentiality is important. What's your policy?
We maintain strict confidentiality and can provide a non-disclosure agreement (NDA) for added assurance.
Why Bookkeeping Makes Sense
How can a bookkeeper benefit my business?
Save time and money! We handle bookkeeping efficiently, ensuring accurate records for better decision-making and smoother tax season.
Do even small businesses need a bookkeeper?
Yes! A bookkeeper keeps you organized, tracks your finances, and helps you comply with tax regulations, even if your business is small.
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Quality, Trust, and Expertise

We're dedicated to helping you grow your business.
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What Our Clients are Saying

Read our reviews.
"Sean was incredibly helpful from the moment I reached out to him for help. His knowledge of QuickBooks along with his kind demeanor made him a pleasure to work with. I would recommend Shertzer Bookkeeping to anyone looking for a friendly, professional bookkeeping experience"
— Deanna H.
"Sean was incredibly helpful and kind when I reached out for his help. My book were getting out of hand and it just all seemed overwhelming. Sean was pleasant and made things super easy to get started. I felt like I was talking to a long-time friend. He explained everything to me in a way that I could easily understand. He even taught me a couple of new things about QBO that I didn't know! Now I don't have to worry about my books being accurate and up to date. I highly HIGHLY recommend Sean."
— Alayna S.
"Sean is a pleasure to work with! He's honest, kind, detail-oriented, conscientious, thorough, and knowledgeable. I highly recommend Sean for any of your bookkeeping or accounting needs."
— Shellie O.
"Sean was so quick to answer our email and acted immediately. Our QB On-line software had defaulted to introduce errors that QB said only a ProAdvisor would be able to resolve. Sean completely reversed the errors that same day & was so reasonable with his fee. Very highly recommend Sean!"
— Viking
"I highly recommend Sean for his exceptional bookkeeping and tax preparation services. He stand out for his professionalism, accuracy, and excellent communication skills. Sean is punctual, responsive, and demonstrates a deep understanding of financial matters, ensuring all records are accurate and up-to-date. He excels in explaining complex financial information clearly and complete tasks promptly, respecting all deadlines. His personalized approach to service, tailored advice, and proactive financial strategies significantly benefit both personal and business finances. Overall, Sean is a reliable, knowledgeable, and invaluable asset for anyone needing financial services."
— Jessica W.
"Sean really knows his stuff. I really appreciate the professionalism that he shows with his work. If you need help, Sean is the one ask."
— Eric C
"Sean is an expert in all things Bookkeeping and QuickBooks. He is also very friendly, organized and professional. He is a value add to my team."
— Nekiah J
"Sean is a true professional and he does a terrific job! I will be using his services all year!"
— Julieta B
"Sean Answered all my questions and made filing my taxes less stressful!"
— Melissa F.

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Take the first step towards growing your business by contacting us for a free consultation.
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