We are accepting new clients for year 2025 individual or business tax filings. Book a consultation and speak to a CPA. Early birds discounts are available.
NUMBRSTUDIO BOOKKEEPING & TAX GROUP
Accounting. Tax Specialist. CFO Service. All in One.
Beyond numbers.
At Numbrstudio, we make accounting simple, modern, and stress-free. Using the latest cloud-based technology, we help individuals and businesses stay organized, compliant, and confident about their finances. Led by licensed CPAs, our team provides reliable bookkeeping, accounting, and tax filing services with a personal touch. We believe great financial service means more than numbers — it means building trust, offering clear communication, and helping you make smart decisions year-round. With the trusts from hundreds of business owners, you’ll have an one-stop-shop where accounting, bookkeeping and tax filings all in ONE. We are here to walk you through every step of this journey.
*We provide financial statements by following US GAAP, IFRS and related financial reporting guidelines.
Bookkeeping & Financial Reporting
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Month-End/Qtr-End/Year-End Close
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Revenue Accounting
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Bill Pay & Accounts Payable
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Invoicing & Accounts Receivable
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GAAP Financial Statements
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Treasury Transactions
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Conversions to Accrual Accounting
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Cash Management
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Treasury & Online Banking
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Fixed Asset Accounting & Tracking
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Inventory Accounting
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Equity Accounting
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QBO/Xero 3rd Party App Integration
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Monthly Management Reports
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Quarterly Estimated Tax Payments
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Payroll Set-up & Processing
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1099 Reporting
CFO Services
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Capitalization Table Management
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Financial Modeling to Pitch Top VCs
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Board Presentation
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Set-up and Multi-stage Registrations
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Internal Control Management
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Financial Statement Analysis
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Company-wide KPIs
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12-mo Financial Modeling & Forecast
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Cash Flow Analysis
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VC & Investors Reporting
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Audit Documentation Preparation
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Merger & Acquisition Support
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Asset Sale & Liquidation
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Debt & Equity Fundraising
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Fair Market Value Analysis 409 (a)
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(Post) Incorporation Filing
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SOX Compliance
Tax Preparation/Planning
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Startups Tax Return
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Corporation Tax Return
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LLC, S-Corp, C-Corp Taxes
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R&D Tax Credit Calculation
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Startups Tax Compliance & Filing
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Tax Consulting on Cryptocurrencies
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Develop Strategic Tax Planning
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Optimize Business Tax Structures
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Section 1031 Tax-Free Exchange
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Section 179 Asset Depreciation
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Taxable Income Defer
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Search for Deduction & Credits to maximize Tax Savings
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Maximize Qualified Pass-Through Business Income (QBI)
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Establish Business Tax-favor Retirement Plan
Startup Advisory Services
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Business plan creation, review and enhancement
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Business model canvas
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Pitch presentation development
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Development executive summary, elevator pitch and required initial documents
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Go-to-market strategies for new products and new market sectors
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Capital raise consulting and network
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Interim executive management
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Advisory board development and recruitment
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Access to Silicon Valley's VCs and private investors
*Our advisory fees are tailored to accelerate the success of organizations, ranging from angel-funded startups to emerging growth companies.
Standard Bookkeeping
$395/mo - $950/mo
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Monthly Bookkeeping
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Cash Basis Accounting
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Bank Accounts Reconciliation
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Month-End Close
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Up to 120 bank transactions per month
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Under $25,000 monthly expenses
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Single State Filing
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Business revenue under $125,000
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Dedicated Accountant
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Monthly P&L
Premium Accounting
$1,000/mo - $3,500/mo
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Monthly Bookkeeping
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Accrual Basis Accounting
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Month-End Close
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Up to 300 bank transactions per month
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Under $85,000 monthly expenses
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Business revenue under $500,000
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App Integration (i.e. Shopify, Stripe, Gusto, Square, etc)
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Efficiency Ratio Analysis
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Dedicated Accountant/Controller
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Monthly Financial Statements (Balance sheet, Income statement)
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Monthly Meeting for Financial Review
CFO Services
$4,000/mo - $8,000/mo
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Monthly Bookkeeping
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Accrual Basis Accounting
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Month-End Close
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300+ bank transactions per month
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$100,000+ monthly expenses
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Up to 75 Invoices/Bills
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Business revenue under $15mm
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App Integration (i.e. Shopify, Stripe, Gusto, Square, etc)
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Inventory Accounting
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Financial Forecasting & Projection
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Budgeting & Cash Flow Analysis
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Dedicated Controller/CPA
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Monthly Financial Statements
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Monthly Meeting for Financial Review
BOOK A FREE CONSULTATION
For tax filings, please provide details about your tax records that need to file, special tax situation (if any), any itemized deduction items (if any), and our team will get back to you within 24 hours with a quote.
We selected NumbrStudio Bookkeeping from a list of other Yelp CPAs and Quickbook ProAdvisors directory. I was able to jump on a call with Jennifer and asked some questions. The call convinced me and my partner that she is a CPA we want work with for our books. So far we have worked with Jennifer for almost 2 years and everything has been great. Her knowledge and expertise really a huge help to our company. Look no further and highly recommend!
-Lisa & Paul, Family Business. CA
Reviewed on 7/23/2025
I came to Jennifer with many problems, we didn't have much luck with our previous bookkeepers and wanted to give it a try for someone who is CPA with more experiences in financial reporting. We found Jennifer on Yelp and she was excellent to work with! Not only did she clean up the QuickBooks files for 5 years, but consulted the team on how to keep everything organized in QuickBooks for future reporting. We are very happy with their service and want to recommend NumbrStudio to all businesses!
-Amenda, Founder & CEO
Reviewed on 9/8/2025
We have been working with Numbrstudio for 3+ years, they helped us saved $10k+ on R&D credit in 2019. They also help us to deliver financial package to our investors every quarter. Super knowledgable, fast and responsive. Great team to work with!
-Ken L, Startup CEO, Mountain View, CA
Reviewed on 4/29/2022
Silicon Valley
Two Embarcadero Center
San Francisco, CA 94111
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Los Angeles, CA 90067
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