How hard is it to switch from my current bookkeeper or accountant?

Easier than most people expect. Because we're fully virtual and work in QuickBooks Online, the handoff is straightforward: we gather what we need through a secure portal and coordinate the transition so nothing falls through the cracks. If you're not sure whether it's time to switch, our Accountant Compatibility Quiz is a good gut check.

FULLY VIRTUAL | NATIONWIDE | SINCE 2001

Virtual Bookkeeping, Payroll & Tax for Service-Based Businesses

When your finances are a question mark, everything feels heavier. We become the team that keeps your books clean, your taxes handled, and your mind clear, so you can make decisions with confidence instead of guessing.

PASBA Firm of the Year 2024

Intuit Top 15 Firm of the Future

Featured on the back cover of Dave Ramsey’s Build A Business You Love

Choose your path:

Individual Services

Business Services

From Question Marks to Peace of Mind, in Three Steps

Tell Us About Your Business

Tell us about your business, your industry, and where you’re at with QuickBooks Online. We’ll see whether our virtual bookkeeping, payroll, and tax services are the right fit.

Get A Proposal

We review your books and your goals, then send a tailored proposal covering bookkeeping, payroll, or tax preparation, priced for what your business actually needs.

Gain Peace Of Mind

From accurate monthly financials to proactive tax planning, our team of CPAs, Enrolled Agents, and QuickBooks ProAdvisors keeps your business compliant and organized, no matter where in the U.S. you’re located.

Not sure yet? That’s fine. Let’s start with a conversation, not a commitment.

Start the Conversation

Your Trusted Virtual Partners in Financial Clarity

Gain peace of mind with expert tax planning and bookkeeping services tailored to your business goals. As a fully virtual firm, we serve clients across the United States with secure, cloud-based solutions. Not sure if virtual accounting is right for your business? See how it works and why it’s often more efficient →

Your One-Stop Virtual Accounting Team

Comprehensive accounting solutions, from payroll to tax preparation, all under one roof, saving you time and money, with less frustration. No office visits required. Everything is handled efficiently online.

AdminBooks is headquartered in Placerville, California, but serves businesses nationwide. Because we’re a remote team, we use technology to work efficiently and education to make it effective, giving our clients every deduction they’re entitled to.

Our team of CPAs, Enrolled Agents, and QuickBooks ProAdvisors is ready to give you a personalized experience and guide you through your bookkeeping, payroll, and tax returns, wherever in the U.S. your business is based.

Meet The Team

How We Conduct Business

And expect the same from our clients.

Honesty & Integrity

We will not post your daughter’s wedding expenses as a business expense!

No Mean People

We are kind and respectful to everyone & expect the same from those we work with!

Actively Engaged in Communication

We will communicate in multiple ways, but expect that you will take action and be as invested in your situation as we are!

Not sure if we’re a match? See if AdminBooks is the right fit for you →

“We want to be our client’s partner, not just their accountant.”

Renee Daggett
Founder of AdminBooks

Built For Service-Based Businesses

We work best with service-based business owners: consultants, contractors, real estate professionals, nonprofit leaders, and more. That focus means we understand the numbers behind service delivery, not just retail or inventory-based businesses. See how we support businesses like yours in real estate, contracting, nonprofits and churches, and equestrian businesses.

Here is how we have eliminated stress from our clients’ lives…

View More Testimonials

I’ve had an excellent experience with AdminBooks Tax Service! Their team is incredibly knowledgeable, professional, and efficient. They made the tax filing process stress-free and easy to understand, answering all my questions with patience and clarity. Their attention to detail and personalized approach gave me confidence that everything was handled accurately and in my best interest. I highly recommend AdminBooks to anyone looking for reliable and top-notch tax services!
Paul Singh
I really appreciate this entire group. They are thorough, responsive, easy to work with, and exceptionally personable and friendly. Tax season is admittedly one of the most stressful seasons for our family, and this group eases that stress immensely. I would recommend AdminBooks to anyone!
Tyler Williams
My struggles with finding the right team to help with my bookkeeping needs ended when I got in touch with AdminBooks folks. The team is extremely responsive and they understand your requirements that is followed up with the right suggestions/advice. They offer a bunch of services to suit your needs and the best part is they do not overcharge. Thank you Rhonda and Erika for everything and for the quick turnaround time.
Siddharth Priyadarshi
I first started working with the founder of AdminBooks in 2014 as I was transitioning from a corporate job to some solo gig work after a massive reduction in force. AdminBooks helped me with some basic accounting guidance as a solopreneur. Ten years later, I’m working for myself fulltime, with enough business transactions to transcend my DIY spreadsheet approach. AdminBooks providing guidance and consulting support to get set up and managing my own QuickBooks account. I especially appreciated the ad hoc consulting support I needed to help me reconcile my accounts and make the right decisions about how I used various features of QuickBooks. They also provided consulting services related to Taxes (a separate team) and supported my 1099 filings.
Jessica Grossmeier
AdminBooks has been an essential part of my business for well over a decade. Their friendly, helpful service and deep tax knowledge is an invaluable resource. Highly recommend for bookkeeping and tax services!
Wendy Wood
Wendy Wood Graphic Design
Love, Love AdminBooks! Several years ago when I first started my business, I attended a business women’s workshop led by the AdminBooks founder. They are very supportive of start-ups and small businesses and it was a great fit for my needs.

Several years later, I am still working with AdminBooks and Erika Polley have been supporting my needs the past couple of years.

Great Team. Try them for all your bookkeeping and accounting needs!
Barbara Hvasta

help small business owners with virtual bookkeeping and tax services

Ready to learn how we can help you?

We make managing your books easier so you can focus on running your business. Whether you need help cleaning up your finances, staying on top of monthly reports, or preparing for tax season, we’re here to support you every step of the way. Let’s talk about what you need.

Let’s Get Connected

Intuit Certified QuickBooks Online ProAdvisor

National Association of Tax Professionals

ADA site compliance for bookkeeping and tax firm

Questions We Hear All The Time

Yes. AdminBooks is a fully virtual bookkeeping and tax firm, which means we work with small business owners across the United States, not just California. Because everything is handled online through our secure client portal, your location doesn’t matter. Whether you’re in Texas, Florida, Maine, Washington, or anywhere in between, you get the same personalized service as a local client.

AdminBooks is a bookkeeping and tax firm with CPAs and Enrolled Agents on our team. This means we can handle both your ongoing bookkeeping and your tax preparation under one roof – fully integrated, so nothing falls through the cracks between your books and your returns. You don’t need a separate accountant at tax time.

Everything is handled securely online, from document sharing to monthly financial reporting. We complete your bookkeeping each month and deliver your financials digitally, along with a Loom video walking you through your numbers so you always know where your business stands without needing to schedule a call. No office visits, no paper, no chasing down your accountant.

We primarily work with service-based small businesses that want accurate financials and real guidance they can use to make decisions. This includes consultants, real estate brokers, medical and dental practices, HR and marketing firms, designers, construction companies, and non-profits. If you’re a business owner who wants to actually understand your numbers – not just file taxes once a year – we’re likely a great fit.

We’re a true one-stop shop for service-based businesses: bookkeeping, payroll, and tax preparation, all handled by one coordinated team so your books and returns always agree. You can see a full breakdown of everything we do, including which tax returns we prepare, on our full-service overview.

It depends on your business and what you need, since bookkeeping and tax prep scale differently. We keep our pricing transparent so you can see where you’d land before reaching out, take a look at our bookkeeping pricing and tax preparation pricing. New clients also get a clear estimate up front, with no obligation.

Absolutely, and you’re far from the first to ask. We regularly take on books that are disorganized or months, even years, behind. If your QuickBooks Online file just needs accuracy fixed, that’s a cleanup; if you’re behind and need missing months built out, that’s catch-up bookkeeping. There’s no judgment here, just a clear path to getting current.

Have more questions? Browse our full library of answers and guides →

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