Our Commitment

At Bay Vista Bookkeeping, we’re more than bookkeepers. We’re trusted partners invested in your success. Our commitment is rooted in accuracy, transparency, and a deep understanding of what makes your business unique. We don’t just manage numbers, we bring clarity to your financial picture so you can make informed decisions with confidence. With personalized support and a dedication to excellence, we’re here to simplify the complex and support you every step of the way.

Services we offer

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Bookkeeping Cleanup

Fallen behind on your books? Our Cleanup Bookkeeping Package is designed to get your financial records back on track. We’ll review, organize, and correct your existing data—ensuring your books are accurate, up to date, and ready for tax time or financial decision-making. Whether it’s a few months or a few years, we handle the details so you can move forward with confidence.

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Navigating new income from Name, Image, and Likeness (NIL) deals can be overwhelming for student-athletes and their families. Our NIL Financial Playbook offers clear, personalized support to help athletes understand how to manage money, stay compliant, and build smart financial habits from day one. We cover budgeting, tax prep, financial planning, and tracking income so athletes can focus on their performance—on the field and off.

Whether you're a Division I recruit, a walk-on with endorsement deals, or a parent trying to help your student-athlete stay organized, we're here to guide you.

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Monthly Bookkeeping

Stay organized and stress-free with our Monthly Bookkeeping service. We handle your ongoing financial tasks—reconciling accounts, categorizing transactions, and delivering accurate financial reports—so you always know where your business stands. Let us manage the numbers, so you can focus on growing your business.

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NIL Financial Playbook

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Show Me the Books

Wondering if your books are accurate or up to date? Show Me the Books™ is our one-time financial checkup designed to assess the current health of your QuickBooks file. We’ll review your setup, identify any issues, and provide a clear summary of what’s working and what needs attention — no pressure, just clarity.

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Consulting & Training

Whether you’re a business owner or have an in-house bookkeeping team, we offer customized QuickBooks Online training and consulting. Learn best practices, streamline your workflow, and get expert answers tailored to your needs. Gain confidence and keep your books running smoothly.

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Custom Solutions

Choose from a range of add-on services including sales tax filing, payroll processing, accounts payable, and accounts receivable management. Whether you need full-service support or just a few extras, we’ll build a solution that fits your workflow and helps your business run smoothly.

We partner with families and individuals to provide respectful, secure, and reliable financial management for aging adults. Whether it’s organizing monthly bills, reconciling accounts, or watching for unusual activity, we ensure continuity and clarity while helping protect loved ones from financial exploitation.

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Personal Financial Management

Get help with budgeting, bill pay, and financial organization. We offer personalized support for managing your personal finances, can connect you with a trusted financial advisor, or coordinate with your current advisor for a seamless experience.

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QuickBooks Online Setup

Start strong with a clean, professional QuickBooks setup tailored to your business. We’ll handle the technical details, customize your chart of accounts, and walk you through how to use your file with confidence. Perfect for new businesses or those switching to QBO for the first time.

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Aging Adults Money Management

Family Office Support

Legacy Ledger is our family office support service designed for busy households with complex financial lives. Whether you’re managing multiple accounts, family assets, trusts, or generational wealth, we provide organized, confidential bookkeeping and financial management tailored to your household.

From bill pay and account reconciliation to reporting and collaboration with your CPA or financial advisor, our team handles the details so you can focus on what matters most—your family, your time, and your legacy.

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We Take Care of the Books

While You Take Care of Business

Contact Us

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Let’s simplify your bookkeeping and move your business forward—together.