Expert bookkeeping solutions for San Diego businesses, delivering clarity and peace of mind.
Comprehensive tracking and categorization of income and expenses with detailed monthly reports.
Efficient review and organization of past months to bring your financial records up to date.
User-friendly reports that summarize your firm's financial data for better insight and decision-making.
Smooth and intelligent setup process with personalized guidance to integrate your business seamlessly.
Responsive support for questions on expense categorization and financial strategies, available after hours.
I recently switched from another company to Merritt, and I have to say it has been a great decision to use their services. Owner is very responsive and involved, he even communicated with me on the weekends and after hours to answer questions etc. Their bookkeeping is detailed and has given me much better insight compared to other companies/CPAs I have used in the past. Very thorough and reasonably priced. High recommend!
As a new client we have just concluded onboarding and the catch-up review of the previous months this year. Their process is intelligent, efficient and clearly the result of a great deal of thought to make this as easy as possible on the client. Highly recommended.
Working with the Merritt Bookkeeping team has been a fantastic experience! Jordan made the onboarding process quick and easy, and my Support Rep, Hema, efficiently handled 14 months of bookkeeping with patience and attention to detail. As a new business owner, I had tons of questions about how to categorize expenses. Hema supported me every step of the way and was a pleasure to work with. Clear communication and expertise kept everything on track, making the entire process smooth and stress-free. Having my books fully updated and organized has given me invaluable peace of mind. I look forward to continuing to work with Merritt Bookkeeping and highly recommend their services!
I've had a terrific experience thus far working with Merritt Bookkeeping Services. The onboarding process was painless. Jordan and Hema have been excellent and responsive to all of my questions. The monthly reports are user friendly and neatly summarize my firm's financial data. Highly recommend Jordan and his team.
Jordan and the team at Merritt Bookkeeping made the entire process of bookkeeping for my business so simple! Jordan was very helpful and answered the many questions I had about using their service before I decided to make the jump. I love how simple their reporting and review process is and I couldn't be more happy with the service they are providing us. I will be recommending Merritt to anyone who needs bookkeeping services for their business. Absolutely great customer service, great product, and reasonable pricing that cannot be beat!
Merritt Bookkeeping Services, Inc. is a premier bookkeeping firm in San Diego, CA, dedicated to helping businesses streamline their financial operations. We specialize in detailed, accurate bookkeeping with a focus on providing clear insights and organized records. Our team, led by responsive professionals like Jordan and Hema, offers personalized support, including after-hours communication, to ensure your financial data is up-to-date and stress-free. With a 4.9/5 rating from over 126 reviews, we are trusted for our thoroughness, reasonable pricing, and exceptional customer service, making us the go-to choice for new and established business owners alike.
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