B&H provides monthly bookkeeping, QuickBooks accounting, payroll, and tax services to Palo Alto businesses — flat-rate plans, investor-ready reporting, and direct access to Bill or Hannah for Stanford-area founders and entrepreneurs.
Palo Alto businesses need more than a basic bookkeeper — investors expect clean financials, the $18.85/hr minimum wage must be tracked, and California's tax rules are complex. B&H provides flat-rate bookkeeping built for the Palo Alto ecosystem.
P&L, balance sheet, cash flow, and burn rate — structured for board meetings and investor updates, not just tax filing. Palo Alto startups get the format VCs expect.
New startup or messy books from fast growth? We set up or clean up QuickBooks with the right chart of accounts for your stage — and do catch-up accounting if you're months behind.
One predictable price covers reconciliations, reports, and direct access to us. No hourly billing, no surprise invoices — the same Palo Alto small businesses pay as our Bay Area clients elsewhere.
Palo Alto's minimum wage is $18.85/hr as of January 1, 2026. We ensure your payroll always reflects the current local rate — updating before each January 1 adjustment automatically.
Monthly bank and credit card reconciliations in QuickBooks, transaction categorization, and financial reports — P&L, balance sheet, and cash flow every month, structured for investor updates.
New business QuickBooks setup or catch-up on months of disorganized records. We structure the chart of accounts for your business type — startup, professional services, or retail.
SurePayroll-powered payroll with Palo Alto $18.85/hr minimum wage compliance, direct deposit, quarterly 941 filings, W-2s, and 1099-NEC for contractors at year-end.
CDTFA sales tax returns prepared and filed on time — including SaaS taxability analysis for Palo Alto tech companies and nexus determination for multi-state sellers.
Annual federal and California returns for S-corps, LLCs, partnerships, and sole proprietors — plus individual returns for Palo Alto founders, angel investors, and tech executives.
Behind on your books? We reconstruct months or years of records for Palo Alto startups that outgrew DIY spreadsheets — getting you current before a board meeting, fundraise, or tax deadline.
Yes. B&H serves Palo Alto businesses remotely through our secure client portal. Most clients spend under 20 minutes a month uploading documents — we handle reconciliation, reports, and tax readiness. Call 408-256-0339 for a free consultation.
Monthly reconciliations, QuickBooks categorization, P&L and balance sheet, quarterly tax reminders, and direct access to Bill or Hannah. Palo Alto startups also receive burn rate summaries structured for investor reporting. One predictable monthly price.
Yes. We set up QuickBooks with a chart of accounts structured for investor reporting — revenue recognition, deferred revenue, cost of revenue, and R&D expense separation from day one. Founders who get this right at incorporation avoid expensive cleanups before their Series A.
Yes. We reconstruct months or years of records quickly and accurately — common for Palo Alto startups that raised a round and suddenly need clean books for a board meeting or due diligence. Call 408-256-0339 and we'll assess your situation in a free 15-minute conversation.
Palo Alto startups backed by Sand Hill Road VCs need investor-ready accounting from day one. Our startup service covers QuickBooks, R&D credit documentation, burn rate tracking, and QSBS structuring for early-stage founders.
Palo Alto startup accounting →Annual federal and California returns for Palo Alto businesses and individuals — S-corps, LLCs, angel investors, and tech executives with RSU income, stock options, and carried interest.
Palo Alto tax preparation →See how B&H's monthly bookkeeping process works for Palo Alto businesses. Upload documents through our secure portal, we handle the rest — most clients spend under 20 minutes a month.
See how the EZ Process works →Join our free email list for timely updates written for business owners in Palo Alto, Milpitas, San Jose, and Santa Clara:
No spam, no sales pitches. Just information a Bay Area business owner actually needs.