About AdminBooks | Virtual Accounting Firm Since 2003
About AdminBooks

Built On Heart, Powered By Technology

For more than two decades, we’ve been helping small business owners and entrepreneurs find financial clarity, peace of mind, and the confidence to grow.

Our Story

From My Kitchen Table To A Nationwide Firm

It started about 27 years ago, when I sat down to handle the income, expenses, and assets for my husband’s small business. I had no idea I was about to fall in love with the work. The more I learned, the more I enjoyed it, and one day our accountant told me something that stuck with me: I was really good at this. That little bit of encouragement reinforced an idea I’d already been quietly turning over in my head.

In 2003, I founded AdminBooks out of our home in the Bay Area. The vision was simple: help small business owners actually understand their numbers so they could make better decisions, both in business and in life. I never wanted to be the kind of accountant who showed up once a year with a tax return. I wanted to be a partner.

For years I dreamed of building a fully remote firm, a team of talented professionals who could serve clients anywhere in the country without anyone needing to commute or push paper. In 2020, that vision finally clicked into place, and we’ve been 100% virtual ever since. Today, AdminBooks is a paperless, cloud-based firm serving small businesses and entrepreneurial professionals across the United States, and I’m grateful every day for the team, the clients, and the journey that got us here.

Renee Daggett, Founder & CEO

Our Mission

Educating clients in order to make a difference.

What We Stand For

Our Core Values

Honesty & Integrity

We do the right thing, even when no one is watching. Your daughter’s wedding expenses won’t be posted as a business expense on our watch.

Servant Hearts

We come to work every day with a desire to serve. Our team genuinely cares about the people behind the books and the businesses we support.

No Mean People

We are kind and respectful to everyone we work with, and we expect the same in return. Good work happens in good environments.

Active Communication

We reach out in multiple ways and stay engaged. Clear, proactive communication is the foundation of every great financial relationship.

Education First

We believe an educated client is an empowered client. We take the time to teach, explain, and equip you to make confident financial decisions.

Tech-Forward

From secure client portals to receipt capture, we use technology to give you real-time visibility and put you in control, anytime, anywhere.

What We Do

A One-Stop Shop For Your Finances

We’re a fully virtual, cloud-based accounting firm dedicated to helping small businesses and entrepreneurial professionals achieve financial clarity. With our team-based approach, you benefit from specialized collaboration, proactive planning, and a single firm that handles your bookkeeping, payroll, and taxes under one roof, no more juggling multiple providers.

Want to meet the people behind your books? Get to know our team →

Monthly Bookkeeping Services
Payroll Processing
Individual & Business Tax Preparation
Tax Planning & Consulting
QuickBooks Online Support
Corporation Setup
Recognition & Awards

Honored To Be Recognized

We’re humbled by the recognition AdminBooks has received over the years. More than anything, these milestones reflect the trust our clients place in us and the dedication of our team.

PASBA Small Business Accounting Firm of the Year (2024)

Recognized by the Professional Association of Small Business Accountants for excellence in service and innovation.

Intuit Top 15 Firm of the Future (Worldwide)

Honored among the top accounting firms globally for embracing cloud technology and forward-thinking client service.

Featured: “Build A Business You Love”

AdminBooks was featured on the back cover of Dave Ramsey’s book, recognized as a trusted partner for entrepreneurs.

Featured In Multiple Intuit Articles

Spotlighted by Intuit as a leading example of a modern, virtual accounting firm setting the standard for the industry.

Ready To Find Your Financial Clarity?

Let’s see if AdminBooks is the right fit for your business. Schedule a complimentary meeting and let’s get acquainted.

Or reach us directly: Call/Text (408) 782-9640  |  Email [email protected]