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Sleep Better Knowing Your Books Are Done Right
We handle your bookkeeping so you always know where your business stands and never stress about tax season again.
Why Choose Us
Have Reliable Records
We manage your books and prepare clean financial statements. When tax time comes, everything is organized and ready.
- Categorize your transactions
- Reconcile your accounts
- Prepare financial statements
Save Time and Money
Clients who switch from DIY bookkeeping are amazed by the difference. They get their time back and finally understand their numbers.
- No more rush catch-up sessions
- Spot mistakes before they cost you
- Find all your deductions
Made for Your Business
From individuals to 20-person teams, we help businesses that want their books done right. If you're too busy to do it yourself, we should talk.
- Get numbers you can trust
- Move beyond basic bookkeeping
- Scale without the headaches
Professional bookkeeping that gives you accurate numbers and peace of mind, so you can focus on growing your business.
Our Services
Every business needs reliable bookkeeping, but not every business needs the same thing. Some just want their monthly books done right. Others need help with payroll management, or want to get years of records organized. That's why we offer flexible services that match what your business actually needs.
Whether you're starting fresh or switching from another accountant, we make the process simple. We learn your business, set up efficient systems, and keep everything organized. You get clear financial insights without the hassle of managing the books yourself.
Monthly Bookkeeping
Get a dedicated bookkeeper who handles everything: transaction categorization, reconciliation, and monthly financial statements. We keep your books accurate and up-to-date while you focus on your business.
Clean-Up & Catch-Up
Behind on your books? We'll sort through past transactions, reconcile accounts, and get everything organized. Then we'll set up systems to keep your finances on track moving forward.
Tax Preparation
Get your taxes done right. We prepare both business and personal returns, find every deduction you qualify for, and explain everything in clear, simple terms.
Advisory Services
Get the financial insights you need to grow. We help with budgeting and performance analysis, giving you clear metrics to make better business decisions.
Virtual CFO Services
Take your business to the next level with strategic financial guidance. We help optimize your processes, develop KPIs, and create strategies for sustainable growth and improved profitability.
Accounts Payable & Accounts Receivable
We manage your vendor bills and customer invoices, track payment status, and ensure timely collections and disbursements. Keep your cash flow healthy and maintain strong relationships with customers and vendors.
Payroll Management
We handle employee payments, tax withholdings, and all required filings. Your team gets paid on time, and you stay compliant with payroll regulations.
QuickBooks Setup & Support
Get your QuickBooks working for your business. We set up your accounts, customize your reporting, and train your team to use the system effectively.
Our Clients
Every industry has its own challenges when it comes to bookkeeping. Here's how we help different types of businesses stay organized and profitable.
Small Businesses & Startups
Whether you're just getting started or looking to grow, you need clear financial insights. We handle the books so you can focus on building your business.
Manufacturing
From tracking raw materials to managing work in progress, manufacturing accounting is complex. We help you monitor costs, manage inventory, and understand your true production costs.
Restaurants & Retail
High transaction volumes and inventory management make bookkeeping challenging. We organize daily sales and expenses, track inventory costs, and help you monitor your margins.
Technology & SaaS
Fast-growing tech companies need more than basic bookkeeping. We help you track key metrics like burn rate and MRR, manage investor reporting, and keep your books audit-ready as you scale.
Professional Services
From attorneys to consulting firms, service-based businesses need clear tracking of billable hours and client relationships. We help you manage contractor payments, track revenues, and maintain profitability.
Real Estate
Property managers and investors need clear records for each property and unit. We track income and expenses by property, helping you understand which investments are performing best.
Home & Field Services
Landscapers, cleaners, and maintenance companies need to track time, materials, and jobs across multiple locations. We organize your transactions by job and help you understand the profit on each service you offer.
Construction & Contractors
Tracking job costs, managing subcontractor payments, and handling progress billings can be overwhelming. We set up systems to track each project's profitability and keep your cash flow healthy.
Simple Monthly Pricing
No surprises or hidden fees. We look at your business needs and provide a clear monthly price that covers everything. Our pricing is based on your transaction volume and the services you need.
- Simple flat monthly rate
- All core bookkeeping services included
- QuickBooks Online setup
- No extra charge for monthly meetings
- Cancel anytime, no lock-in contracts
Starting at $300 per month
Flat monthly rate based on your business needs.
About Us
I'm Josh Duren, founder of Pine & Palm Bookkeeping. With a degree in Accounting from California Baptist University and experience as Vice President of Accounting and Finance for a $20M robotics manufacturer, I bring both expertise and leadership to helping businesses succeed.
My background spans manufacturing, consumer packaged goods, tax, and nonprofit accounting, giving me a broad understanding of different industries and their unique financial needs. I've worked with three manufacturing companies, served as an accounting consultant, and even volunteer with my church's finance team.
Today, I help businesses understand not just their numbers, but what those numbers mean for their growth. I believe in going beyond basic accounting to become a true partner in your company's success.
I take pride in being more than just a bookkeeper. I'm available for my clients whenever they need guidance, whether that's analyzing financial statements, planning for growth, or making key business decisions.
As a QuickBooks Online Certified ProAdvisor with advanced Excel skills, I combine technical expertise with a personal approach. I believe in building relationships with my clients and truly understanding their goals.
Most importantly, I'm committed to your success. From Huntington Beach, California to Fort Collins, my journey across four states and two countries has taught me that every business has unique needs. When you work with me, you get a partner who genuinely wants to see you thrive.
Frequently Asked Questions
Does it matter where my business is located?
We work with clients across the United States using secure online tools. Our remote-first setup makes it easy to collaborate and manage your books effectively, no matter where you're based.
What happens during the discovery call?
We get to know your business. We'll learn about your current setup, discuss any challenges you're facing, and answer your questions. If we're a good fit, we'll go over pricing and next steps in clear terms.
What happens after I decide to work with you?
We'll set up a call to gather what we need to get started, like account access and key information about your business. Then we'll review your books, fix any issues we find, and set up your systems the right way. You only pay for the services you need.
How do you handle messy or backlogged books?
Don't worry, we've seen it all. We'll start with a review of your books to see what needs attention. Then we'll organize your past transactions, reconcile your accounts, and get everything up to date. Once you're caught up, we'll set up systems to keep things running smoothly.
What does the monthly service look like?
We keep your books up to date throughout the month, and send you clear financial reports that show how your business is doing. We'll meet regularly to go over your numbers and answer any questions. Everything is handled remotely using secure tools, making it easy and convenient for you.
Ready for Better Bookkeeping?
Let's talk about getting your books in order. Schedule a quick call to learn how we can help your business, with no obligation.
- Get clear financial insights
- Save time every month
- Know your business is on track