Outsourced bookkeeping and accounting
Books that are current every day. A team that fits your size.
AccountZen handles your daily bookkeeping, reconciliations, month-end close, reporting and CFO-level guidance. One responsive team that grows with you, from your first clean set of books to multi-entity reporting.
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We work inside the systems you already use.
No forced migration and no file shuffling. Our team works directly in your accounting, property and payment platforms.
Shopify
Do I have to switch software?
No. We work in your current system, including all of the platforms above.
Are we too small, or too big?
Neither. We support owner-led businesses through multi-entity companies, and scale with you.
Will we be locked in?
No. No long-term contracts, paid assessments or startup fees. Your data stays yours.
How fast can we start?
Days, not months. Most clients launch within three days of their first call.
Two ways we help
One accounting team. Two specialties.
AccountZen serves businesses in more than 30 industries, and runs a dedicated division for real estate owners and property managers.
For growing businesses in any industry
Daily bookkeeping, reconciliations, payables, close and reporting, with controller and CFO support when you need more.
- Daily bookkeeping and reconciliations
- Monthly financial statement package
- Shopify, Amazon and merchant reconciliation
- Controller and fractional CFO services
Built specifically for real estate
Property bookkeeping, owner reporting and accounting oversight for owners, operators and property management companies.
- Property and entity bookkeeping and close
- Owner and portfolio reporting
- Yardi, AppFolio and Buildium experience
- One property or an entire portfolio
Big or small
The right team at every stage.
You should not have to switch firms as you grow. AccountZen works at three levels, and you only use what you need today.
Growing fast
Teams adding locations, people or revenue faster than the back office can keep up.
Typical start: bookkeeping plus a dependable month-end close, AP and reporting.
Before and after
Same business. A completely different set of books.
Every business moves through the same six stages, from a transaction happening to a decision getting made. Drag the handle to see what changes once AccountZen is running them.
Before AccountZen
- Receipts and statements pile up until month-end
- Reports arrive too late to change a decision
- One person holds all the accounting knowledge
- Questions go into a ticket queue
- Your provider controls access to your own books
After AccountZen
- Transactions recorded and reconciled every day
- A monthly financial package on a set schedule
- Documented processes and a dedicated account manager
- Real people who answer quickly
- Your systems and data stay in your name
Why AccountZen
Advanced bookkeeping that is easy to work with.
Clients stay with AccountZen for the work, and for how it feels to work with us.
Real responsiveness
You get people, not a ticket queue. A dedicated account manager knows your business and answers your questions.
Your books, your data
Your accounting systems and financial data stay in your name, with full admin control. We are a trusted user, never the gatekeeper.
No lock-in
No long-term contracts, no paid assessments and no startup fees. Predictable monthly pricing whenever practical.
Full-service depth
From daily bookkeeping to audit preparation, controller oversight and fractional CFO guidance, under one roof.
Fluent in your software
More than 30 years of combined experience across QuickBooks, NetSuite, Sage, Dynamics, Yardi, AppFolio, Buildium and more.
A team that scales
A global team of experienced professionals means capacity when you grow, and coverage when someone is out.
How it works
Get started in three steps.
Meet your account manager
Talk through your business, your software and what is slowing you down. Then we take the bookkeeping and back-office work off your plate.
Connect and review your data
We work directly in your accounting system, so there are no repetitive file transfers. We review where things stand and fix what needs fixing.
Launch, and get your ZEN back
Most clients launch within three days of calling us. From then on you receive detailed monthly reports with insight you can act on.
Client stories
Accurate, compliant and on time.
I count on him to be accurate, compliant and on time.
Punit and his team are always quick to respond with questions or concerns.
Accountzen has been a great addition to the SolarTech team.
Questions
Bookkeeping and accounting FAQ
What does AccountZen do?
AccountZen is an outsourced bookkeeping and accounting firm based in San Diego, California. We handle daily bookkeeping, bank and credit card reconciliations, accounts payable, month-end and year-end close, monthly financial statements, budgeting, audit preparation, and controller and fractional CFO support for businesses across the United States.
Is AccountZen a fit for small businesses or larger companies?
Both. Owner-led businesses usually start with daily bookkeeping and a monthly financial package. Growing and multi-entity companies add a dependable close, controller oversight and fractional CFO support. The same team scales the work up or down as your business changes.
Do I have to switch accounting software?
No. We work inside the system you already use, including QuickBooks, NetSuite, Sage Intacct, Sage 100, Microsoft Dynamics, Acumatica, Yardi, AppFolio and Buildium. If a change would help, we explain why before anything moves.
How quickly can we get started?
Most clients are up and running within three days of their first call. You meet a dedicated account manager, we connect to your software, and your books start moving.
Do you require a long-term contract?
No. AccountZen does not require long-term contracts, paid assessments or startup fees to become a client. We would rather earn your business every month.
Who owns our books and data?
You do. Your accounting systems and financial data stay in your name, and you keep admin control. AccountZen works as a trusted user of your system, not the gatekeeper.
Do you prepare taxes?
We prepare the books and reporting your tax CPA needs, and we coordinate directly with your CPA. Tax preparation itself stays with your CPA.
Does AccountZen work with real estate companies?
Yes. Our Real Estate Accounting division supports property owners, operators and property management companies, with Yardi, AppFolio and Buildium experience and reporting built for properties and entities.
Let’s get your books where they should be.
Start with a conversation about your business, your software and what you want to improve. No financial documents needed for the first call.