SB
Streamline Bookkeeping
Streamline Bookkeeping: Proactive, accessible bookkeeping that keeps finances in order
5
Accountant
$$$
Est. 2015
Streamline Bookkeeping: Proactive, accessible bookkeeping that keeps finances in order
Streamline Bookkeeping in Oakland delivers proactive, knowledgeable bookkeeping led by owner Jeff Kohn, a CPA. The team handles data entry, builds efficient systems, and communicates clearly to help clients understand their finances. Reviews praise responsiveness, accessibility, and outcomes like better cash flow, streamlined tax coordination, and current books.
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Accurate data entry and financial record-keeping to keep your business books current and organized.
Proactive help in creating efficient systems to streamline operations and improve business knowledge.
Expert advice from a CPA owner, including tax preparation support and practical financial guidance.
Educating clients on financial issues to enhance understanding and drive revenue growth.
Assistance in getting overdue books up to date, with systems to maintain ongoing accuracy.
Claim Streamline Bookkeeping to update business info, respond to reviews, and access analytics.
Overall rating
Linda Kohn Sherwood
I've been in business for 30 years and have had several bookkeepers of varying skills with Streamline my best choice yet! In today's modern world they are as accessible as my computer or telephone and I do not need to wait for an appointed day to get their attention. Their approach is far more proactive than with any person I have worked. Streamline not only does a great job with the data entry bookkeeping, but also has helped us with our systems, making us more efficient and knowledgeable. The owner, Jeff Kohn, is a CPA, which was helpful as well. He knows exactly what my tax preparer needs and how he thinks. I highly recommend Streamline!
Larry Kohn
Jeff demonstrates a real knowledge of bookkeeping and accounting and provides practical advice. His approach of educating his clients in financial issues has helped me understand my business. He has helped me create effective systems, increase revenue and reduce my expenses.
Babylon Tours
I let the bookkeeping slip for about a year and Streamline Bookkeeping helped to get us caught up. This might sound crazy but I am sleeping better knowing that my business is in order and all of the books are current! Now we have systems in place that keep us current. Streamline does great work and I really appreciate their help.
Eric Shaw
Streamline Bookkeeping is a great business to work with. It's owner, Jeff Kohn is smart, efficient and warm, and has cultivated a terrific staff. His good intuitive skills, clear communication and understanding of the bookkeeping universe allow problems to be dealt with easily. It's odd to say it, but he makes bookkeeping a pleasure to deal with. I am very glad he is in the business in my area and I recommend him without reservation!
Trevor Caudle
Jeff is a wonderful bookkeeper. In my capacity as attorney to many many Bay Area small businesses, I have referred several clients to Jeff and heard nothing but great feedback. He is professional, knowledgeable, and responds timely to client's questions/concerns. What more could you ask for in a bookkeeper? If you are a small to midsize business in need of a bookkeeper, I highly recommend that you give Jeff a call. Jeff and his team will not let you down.
