Bookkeeping in the Sun is here to fulfill any and all bookkeeping needs, whether that means setting up Quickbooks in your system, onsite training for Quickbooks, or having us take care of your books. We offer a personal touch to every service we provide, allowing you to do what you do best and to achieve new heights in your business.

Initial Setup Services:

Bookkeeping in the Sun is available to get you started on your path to organization, efficiency, and simplicity. We offer the following services to new or existing businesses of any size:

  • Start ups
  • Entrepreneurs
  • Quickbooks Setup
  • Quickbooks Online-QBO
  •  Includes Installation of Quickbooks on Mac or PC
  •  Setup of Company information
  •  Set up of the Chart of Accounts tailored to your specific industry
  •  Set up of Bank accounts and credit card accounts
  •  Online bank connection

·    $300.00 flat rate

Quick book Training Service:

Bookkeeping in the Sun is here to help you feel independent in all of your business needs. We can help you reach your own level of success through our personalized Quickbooks training service, which includes:

  • Training on Quickbooks Pro

-  Step by step tips for company utilization

  • Available for all types of small businesses.
  • Quickbooks on Mac or PC
  • Hands on training, starting where you are at.
  • At your location.

·   Onsite training $75.00 per hour

Bookkeeping Service:

Bookkeeping in the Sun is not only here to serve your training and set-up needs. We are also here to ensure a smooth and efficient full service for your business. Bookkeeping in the Sun is prepared to fulfill all of your bookkeeping needs for all types of small businesses.

We offer...

  • Small business coaching, to help reach goals and grow your business

-    Depending on your business size we can meet:

  1. monthly
  2. weekly
  3. daily
  • Quickbooks on Mac or PC
  • Cleanup and troubleshooting your Quickbooks
  • Maintain an orderly accounting filing system
  • Reconcile bank and credit card account statements
  • Track business expenses
  • Profit & Loss reports and Financial Statements
  • Accounts Payable and Accounts Receivables
  • 1099 reporting
  • State board of Equalization reporting
  • CPA tax preparation. Online banking

·   Hourly rate $65.00

REVIEW

Wilna is an amazing and sweet person to work with.  She has dug my husband out of a hole of back paper work for his business.  He is now organized and better prepared for his upcoming taxes.  She's very knowledgeable in what she does. Very happy to have her come once a month to keep us organized and prepared.”

-Amanda Demello (Wife of Osprey Remodels and Repairs Business owner)

REVIEW

“Wilna has helped make me a much happier small-business owner (and I am no longer having panic attacks at the thought of organizing my reports at tax time). She has the patience of an angel and I am grateful for her intelligence, honesty, organization and knowledge. Wilna learns quickly how you work, how you operate your business and provides really helpful advice tailored specifically to you. Wilna also helped me with accounting software issues and gave me tips on how to make my accounts receivable run more smoothly and more efficiently than before, saving my business time and cost. She is an amazing bookkeeper ... Oh and by the way, Wilna is very kind, creative and fun! I'm very grateful to have Wilna helping me and highly recommend her.”

- Mariana Moncada (Owner of MMPV Design, INC.)

REVIEW

“Wilna of Bookkeeping in the Sun has a true gift for making my crazy books sane again.  I own Casa Rosa Assisted Living, small residential care facility for seniors, in Point Loma, and am very busy with the nursing aspect of my business.  I am not so good at bookkeeping, but since Wilna comes to visit, my books are now in order for my CPA.  Her rates are great..  .  An added bonus is that she is friendly and encouraging in helping me to get my office in order.  Thank You Wilna!”

                    -Dana Woods (Owner of Casa Rosa Assisted Living)