Turning Financial Chaos into Order

Private bookkeeping for individuals & family offices in Santa Barbara

LET'S WORK TOGETHER

You deserve to work with a bookkeeper who actually understands how you make your money, how you spend your money, and how to save you money.

Hi, I’m James. I help individuals and families bring financial clarity and order to their lives through private, reliable bookkeeping.

NOT YOUR AVERAGE BOOKKEEPER

With nearly two decades of experience in accounting, including my current work as a tax preparer, I bring a well-rounded understanding of how financial and tax systems intersect, and how easily they can become fragmented behind the scences.

I founded AB to provide discreet, highly organized financial support to individuals, familieis, and closely held entities who value clarity, privacy, and reliablity. My approach is meticiluous and steady by design: clean records, accurate reporting, and a genuine sense of control - without unneccessary noise or disrpution.

Whether untangling historical issues or managing onging acticity, my role is simple: quietly bring order to complexity, so you can move forward with confidence and peace of mind.

Let’s take bookkeeping off your plate. For good.

Services

  • Clean, current books every month — no surprises at tax time.
    Includes bank/credit card reconciliations, transaction categorization, class tracking, and monthly reporting.

    Perfect for:
    Small businesses, rental property owners, creatives, and anyone who wants to stay financially organized all year long.

  • Behind? No problem. We’ll bring your books up to date and ready for your CPA or tax preparer.

    Includes full reconciliation, back-categorization, correction of errors, and simple reporting to bring things back into alignment.

  • Need help interpreting the numbers? Planning cash flow? Making confident financial decisions?

    We offer strategic financial support and high-level oversight without the cost of hiring a full-time CFO.

    Includes:

    • Monthly budget reviews

    • Cash flow projections

    • Strategic vendor/tax coordination

    • Owner compensation planning

  • We manage the financial side of running a household, vacation home, or family estate — especially helpful for busy professionals, aging individuals, or families managing multi-generational finances.

    Services include:

    • Bill pay tracking

    • Household budgeting

    • Vendor management

    • Property-related bookkeeping

    Note: We do not handle personal errands or assistant work — this is financial and logistical oversight only.

  • For creatives and entertainers who need a trusted partner to manage the numbers behind the scenes.

    We offer bookkeeping support for:

    • Event and production budgets

    • Touring expenses

    • Expense tracking and reporting

    • Crew payroll coordination

    • Payroll setup and management (via Gusto, Paychex, or ADP)

    • 1099 vendor tracking and preparation

    • Sales tax tracking and filing coordination

    • Chart of accounts clean-up or simplification

    • Transitioning from LLC to S-Corp (bookkeeping prep, not legal filing)