Testimonials & References

"I've worked with Joann for several years. Joann is a true professional. Her financial management, coordination and attention to detail is second to none and has become vital to our business efficiency and organization."

–Frank D., consultant, Los Gatos,
worked with since 2013 

"Joann is accurate, honest and reliable, with high integrity. We went through several full audits with no additional taxes, penalties, or fines. It's easy for our CPA and auditors to review payroll and expenses, and tax preparation is easier and less expensive. Joann has been a truthful, trustworthy person and friend who has helped keep the doors open for my company."

– Mike M., construction, Santa Clara,
worked with since 2005

"I have used Joann for my business's monthly QuickBooks Pro accounting since 2007. She is diligent, prompt, reliable, yet flexible. She cleans up all the errors I make in my business account, so that everything remains coherent and tidy for my CPA at the end of the year. I recommend her services highly."

– Bill W., DDS., Saratoga,
worked with since 2007

"Joann first sought to understand our business and how we operate financially: it was clear she is very seasoned in this area, as she hit the ground running in no time. She is very detail-oriented, quick and responsive. She closes the books each month, and works directly with our accountant during tax season. She modified QuickBooks to allow much easier collaboration—this has been a huge plus. I highly recommend her services for anyone who needs someone to act as an extension of their finance team!"

–Martin D., veterinarian, Los Gatos,
worked with since 2013

"I have worked with Joann since 2011, and she has always been dependable with invoicing and collecting our homeowners association dues. She keeps great records to support homeowners' issues for when a question does come up. I would recommend her bookkeeping services to anyone running a small- or medium-size business."

– John S., HOA treasurer, Los Gatos,
worked with since 2011

"I have found Joann to be most reliable, resourceful and competent. Problems are resolved immediately, and she has always been so sensitive to my time schedule, which for a busy professional woman, I so appreciate.

– Connie P., career therapist, Los Gatos,
worked with since 2015

"Joann has kept our books through multiple different iterations of our business, cheerfully adjusting to suit our needs. She’s also been great at keeping us on task for critical filings and business events."

– Tim C., marketing research, Portola Valley,
worked with since 2010

"Joann is a QuickBooks Proadvisor and an expert in using QuickBooks."

– Deb M., CPA, Half Moon Bay,
worked with since 2013

"I have worked with Joann for several years on several joint accounts. I have always found Joann to be reliable, timely and very competent."

– Steven P., CPA, Campbell,
worked with since 2010

"I have been using Los Gatos Bookkeeping since 2008, and highly recommend Joann."

– Greg O., small business owner, San Jose,
worked with since 2008 

"I have been working with Joann at Los Gatos Bookkeeping for some time. I find her very accessible and cooperative. She understands what I need her to get done and does it right the first time. Joann's billings are fair and she works 'quick as a cat.'"

– John P., insurance, Los Gatos,
worked with since 2015

"Being self-employed, I often get quite busy. Staying focused on daily business (and not being overly fond of accounting & bookkeeping), I would fall behind: the result was increased stress and loss of revenue. Joann was able to clean up my accounts in short order, and did so in a relaxed and professional manner. I highly recommend her to anyone who would like to "outsource" their onerous bookkeeping chores!"

–David S., small business owner, Mountain View,
worked with since 2015

"Joann has been dependable, competent and professional."

– Barbara L., property owner, Campbell,
worked with since 2015