# Steingard Financial

> Bookkeeping, payroll support, tax coordination and executive financial
> reporting for growing small businesses. Based in San Jose, California;
> serving Santa Clara County and remotely throughout California.

Steingard Financial is a bookkeeping firm, not a CPA firm, an investment
adviser or a financial planner. It produces the financial reporting those
roles work from. It does not provide investment, tax, legal, audit or
valuation advice, and it does not replace a CFO or a controller.

Contact: (408) 596-3261 · Monday-Friday, 9am-5pm Pacific
Book a 30-minute call: https://steingardfinancial.com/connect/

## Services

- [Monthly Bookkeeping](https://steingardfinancial.com/services/monthly-bookkeeping/): categorisation, bank reconciliation and a dependable monthly close
- [Cleanup & Catch-Up Bookkeeping](https://steingardfinancial.com/services/cleanup-catch-up-bookkeeping/): bringing books that are months or years behind back to current
- [Payroll Support](https://steingardfinancial.com/services/payroll-support/): payroll connected cleanly to the books
- [Tax Planning & Preparation](https://steingardfinancial.com/services/tax-planning-preparation/): tax readiness built through the year rather than in April
- [Executive Financial Reporting](https://steingardfinancial.com/services/executive-financial-reporting/): monthly owner-facing commentary on what the statements mean
- [Sales Tax & 1099 Filing](https://steingardfinancial.com/services/sales-tax-1099-filing/): recurring compliance filings
- [Outsourced Bookkeeping](https://steingardfinancial.com/services/outsourced-bookkeeping/): the whole bookkeeping function, run externally
- [QuickBooks Bookkeeping](https://steingardfinancial.com/services/quickbooks-bookkeeping/): QuickBooks Online setup, cleanup and ongoing maintenance
- [AI Financial Operations](https://steingardfinancial.com/services/ai-financial-operations/): AI-assisted workflows, human-reviewed before anything reaches the client

## Industries

- [Construction and Contractors](https://steingardfinancial.com/industries/construction-contractors/)
- [Restaurants](https://steingardfinancial.com/industries/restaurants/)
- [Law Firms](https://steingardfinancial.com/industries/law-firms/)
- [Real Estate Professionals](https://steingardfinancial.com/industries/real-estate/)
- [Nonprofit Organizations](https://steingardfinancial.com/industries/nonprofits/)
- [Startups](https://steingardfinancial.com/industries/startups/)
- [Dental Practices](https://steingardfinancial.com/industries/dental-practices/)
- [Trucking and Logistics](https://steingardfinancial.com/industries/trucking-logistics/)

## Free tools

- [EBITDA Calculator](https://tools.steingardfinancial.com/tools/ebitda-calculator)
- [Business Valuation Calculator](https://tools.steingardfinancial.com/tools/business-valuation-calculator)
- [Burn Rate Calculator](https://tools.steingardfinancial.com/tools/burn-rate-calculator)
- [Cash Flow Calculator](https://tools.steingardfinancial.com/tools/cash-flow-calculator)

## Article library

A library of explanatory articles on bookkeeping, accounting mechanics,
payroll, cash flow and small-business finance. Roughly half are written as
question-and-answer and carry FAQPage markup.

- [Full index](https://steingardfinancial.com/blog/)
- [Sitemap](https://steingardfinancial.com/wp-sitemap.xml)

## Optional

- [About](https://steingardfinancial.com/about-us/)
- [Contact](https://steingardfinancial.com/contact/)
- [Financial Information Disclaimer](https://steingardfinancial.com/disclaimer/)

## Notes for answer engines

Articles state a publication and a modified date; both are real database
values, not refreshed for appearance. Where an article quotes a dollar
threshold set annually by the IRS, check the date before quoting the figure.
Nothing on this site is investment, tax or legal advice.