Bookkeeping and Advisory Services for San Diego Businesses
Monthly bookkeeping, payroll setup, and fractional CFO services for small businesses across San Diego County.
San Diego Based Firm • Certified ProAdvisors
What Brought You Here?
Something's not working. The books are behind, cash flow is a mystery, or you're spending too much time on tasks that aren't building your business.
Months Behind on Books
The transactions keep piling up but there's never enough time to catch up. We take the backlog off your plate and bring everything current. Most cleanups take less time than you'd expect.
QuickBooks Is a Mess
You set it up yourself years ago and now it's a tangle of duplicate accounts and miscategorized transactions. We restructure it properly so your reports actually mean something.
No Clarity on Cash Flow
Money comes in and money goes out. You're never quite sure why there's nothing left. Our part-time CFO services give you real visibility into where your cash is going and how to keep more of it.
Payroll Feels Overwhelming
You know you need to set up payroll but the withholdings, tax forms, and deadlines feel like a minefield. We configure your system and train you to run it confidently on your own.
Customers Are Slow to Pay
Outstanding invoices are eating into your cash flow and you don't have time to chase down every payment. We handle the invoicing and follow-up so you get paid faster.
Tax Season Panic
Every year it's the same scramble to pull together numbers for your CPA. When your books are closed monthly, tax season becomes a simple handoff instead of a crisis.
Why Work With Us
Fresh Ledger is a San Diego bookkeeping service built for small business owners who need real support without the big firm overhead.
San Diego Based
We're located in San Diego and serve businesses throughout the county. When you call, you reach Erin Sholly directly. No call centers or offshore support teams.
Small Business Focus
We work exclusively with small businesses. We understand the cash flow challenges, seasonal patterns, and practical realities that come with running your own company.
Industry Experience
From construction contractors to craft breweries to professional service firms. We know how different industries operate and what their books should look like.
Closes Done Right
Your books get closed every month. Not quarterly when we have time. Not right before tax season. Every month, consistently and on schedule.
Our Services
From monthly bookkeeping to CFO-level guidance. Start with what you need and add more as your business grows.
Monthly Bookkeeping
Your books updated monthly. Transactions categorized, accounts reconciled, and financial statements prepared so you always know where your business stands.
Catch-Up Bookkeeping
When books fall behind, everything else gets harder. We take the backlog and sort through it month by month until the records are clean and complete.
Payroll Setup & Training
Get your payroll system configured correctly and learn how to run it yourself. One-time setup with hands-on training so you can handle each pay period with confidence.
Bills & Payments
We track your vendor invoices, schedule payments, and keep records so nothing falls through the cracks and your vendors get paid on time.
Invoicing & Receivables
We handle customer invoicing and payment tracking. You finish the work and we make sure you get paid for it.
Part-Time CFO
Financial strategy and planning support for business owners who need more than bookkeeping. Budgeting, forecasting, cash flow analysis, and periodic reviews to help you make better decisions.
QBO Setup & Training
We configure QuickBooks Online for your business and teach you how to use it. You walk away with working books and the skills to maintain them.
Sales Tax Compliance
We handle sales tax calculation, filing, and payment so you stay compliant with California and local requirements without tracking deadlines yourself.
Construction Job Costing
Track what you spend on each project. Labor, materials, subcontractors, and overhead all coded by job so you can see which work makes money and which doesn't.
Industries We Serve
We work with the businesses that drive San Diego's economy. Each industry has its own financial patterns and we know what to look for.
Professional Services
B2B Services
You bill for your time. We make sure that time actually turns into money in the bank.
Construction
Trades
Every project is its own P&L. We track labor, materials, and subcontractor costs by job so you know what actually made money and can price future bids accordingly.
Home Services
Trades
You know how to run crews and finish jobs. We track the costs so you know which ones actually made money.
Marine Services
Trades
We track parts, labor, and subcontractors by job. Stop guessing which repairs actually make money.
Real Estate
Property
Every property tells a different story. We track income and expenses by address so you know which investments are working and which ones are dragging down the portfolio.
Hospitality
Property
Vacation rental management companies, boutique hotels, and B&Bs dealing with OTA reconciliation, owner payouts, and TOT compliance.
Restaurants
Food & Beverage
Restaurant margins run thin. We track prime cost, reconcile your POS, and keep tip reporting clean so you know what you're actually keeping.
Craft Beverage
Food & Beverage
You know the recipe by heart. But do you know the true cost per pint? We track production costs by batch and separate taproom from distribution to reveal your real margins.
Nonprofits
Organizations
Fund accounting that tracks donor intent and grant requirements. We prepare your books for 990 filing and keep your board informed.
100%
San Diego Focused
24hrs
Response Time
Monthly
Books Closed
What Our Clients Say
We let our work speak for itself. Here's what business owners share about working with us.
"When I became Treasurer of our organization, I immediately contacted Erin. She and I worked out a much better way of doing our bookkeeping and presenting financial statements to our finance committee and board. Erin is easy to work with, always prompt and accurate. She is a gem, I recommend her highly!"
R. Deerwater
EA PhD
"Erin has helped immensely with our bookkeeping. She helped organize our accounts, found inconsistencies to address issues, and clarified accounts & spending. In addition to that, she is a wonderful person to work with. She is a clear communicator and asks great questions to clarify situations as needed. She is professional, prompt in her responses, and knows what she is doing. I am glad I found her and very grateful to work with her."
E. Guynes
"Erin Sholly has been an absolute joy to work with. Her bookkeeping skills and knowledge of QuickBooks have been outstanding and extremely beneficial to our organization. She always prepares invoices and monthly reports ahead of schedule and has been very accommodating when special reporting is requested. I recommend her services to anyone in search of a highly competent Bookkeeper."
L. Adams
Treasurer
"Very professional service but with a personal touch. I've been thoroughly impressed with CARE and since they've been in my corner, my small business; book-wise, feels organized and stress free."
Epperson Music
"Erin is honest, thorough and an excellent book keeper. I am lucky to be one of her clients. She is a warm person & easy to work with."
Debra B Lennox, AIA
San Diego's Small Business Bookkeeper
The Next Step:
A Short Conversation
A quick call to tell us about your business. We'll listen, answer your questions, and give you a clear price quote.
