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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I help small businesses organize their books, clean up QuickBooks, and maintain accurate financial records so they always know where their business stands.
I specialize in working with small business owners, real estate professionals, property management companies, and service-based businesses who need reliable bookkeeping and clear financial reporting.
Whether your books need a full cleanup, monthly bookkeeping, or help getting started with QuickBooks, I can help organize your finances and create systems that keep everything running smoothly.
Services include:
• QuickBooks setup
• Catch-up and cleanup bookkeeping
• Monthly bookkeeping and reconciliations
• Financial reporting (Profit & Loss, Balance Sheet, Cash Flow)
• Chart of accounts organization
• QuickBooks troubleshooting
If you’re looking for a dependable bookkeeper who can help you get your finances organized and stay on track, feel free to reach out. I’d be happy to learn more about your business.
Overview
Hired 2 times
Serves Temecula, CA
Background checked
License verified
1 employee
1 year in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
This pro accepts payments via Stripe and Zelle.
Credentials
License verified
Tax Preparer (CTEC)
License state: CA
Background checked
Passed by Adam Barry on Mar 8, 2026.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
3 reviews
5
100%
4
0%
3
0%
2
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1
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Your trust means everything to us. Learn about our review guidelines.
Elaine O.
Mar 31, 2026
•
Hired on Thumbtack
I hired Barry to do church financials. I’m very happy with his knowledge and dedication to the project I would recommend him for future work. He is not only professional but listened and truly cares to help thank you Barry.
Accounting
Crystal B.
Mar 8, 2026
Adam has been absolutely instrumental in helping me manage the finances across multiple businesses for over 10 years. He is patient, incredibly organized, and always takes the time to explain things in a way that makes sense. Every year during tax season, my CPA comments on how well organized everything is — and it’s all thanks to Adam. I truly couldn’t recommend him more highly.
Duol N.
Mar 8, 2026
I run a small business and had a mess of uncategorized expenses going into tax season. Adam stepped in, cleaned everything up, and made sure the books were accurate before filing. He’s reliable, detail-oriented, and someone I can trust.
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the complexity of your books and the level of support you need. Some clients need ongoing monthly bookkeeping, while others need catch-up or cleanup work.
I always start with a quick consultation so I can understand your situation and provide clear, upfront pricing. My goal is to offer fair, transparent pricing with no surprises while delivering organized, reliable financial management.
What is your typical process for working with a new customer?
First, I start with a quick consultation to understand the client’s needs, current systems, and goals. This helps me determine what level of support they need.
From there, I review their books, organize accounts if needed, and set up a clear workflow for managing finances moving forward. My goal is to create a simple, reliable system so clients always know where their finances stand.
What education and/or training do you have that relates to your work?
I have years of hands-on experience managing books for businesses and individuals, along with a strong background in financial organization, budgeting, and reporting. I also run my own bookkeeping service where I help clients maintain clean, accurate financial records.
Beyond bookkeeping itself, I also coach people on managing their finances, understanding their numbers, and creating systems that keep everything organized long term.
