Bookkeeper in San Marcos, CA
Clean books. Clear numbers. Less stress.
Momentum Bookkeeping gives small business owners in San Marcos and across North County San Diego reliable monthly bookkeeping, so the business stays organized and tax time stops being a scramble.
- 11+ years of bookkeeping experience
- QuickBooks Online specialist
- Woman-owned, one-on-one support
- Month-to-month pricing, no long-term contract
Bookkeeping services
From catch-up work to ongoing monthly bookkeeping, every service is handled by Jennifer directly.
Monthly Bookkeeping
Every transaction recorded, categorized and reconciled each month, so your books are always current.
Learn moreCatch-Up & Cleanup Bookkeeping
Months or a full year behind? Your books brought current and accurate, with no judgment.
Learn moreQuickBooks Online Setup & Cleanup
QuickBooks Online set up correctly from the start, or an existing file fixed and reconciled.
Learn moreBank & Credit Card Reconciliation
Every account matched to its statement, so nothing slips through and your reports are accurate.
Learn moreAccounts Payable Management
Bills tracked and scheduled so vendors are paid on time and nothing gets paid twice.
Learn moreAccounts Receivable & Invoicing
Invoices created, sent and tracked, so you know who owes you and get paid sooner.
Learn morePayroll Support
Help keeping payroll accurate and on time, and recorded correctly in your books.
Learn moreFinancial Reports & Analysis
Monthly reports that turn your numbers into decisions you can act on.
Learn more
How it works
- 1
Free consultation
Tell Jennifer about your business, your accounts and where your books stand today.
- 2
Month-to-month pricing
You get one monthly price based on the size and complexity of your books, billed month to month. Extra work outside that scope is billed at an hourly rate.
- 3
Books closed every month
Transactions recorded, accounts reconciled and reports delivered, with Jennifer available when you have questions.
About me
Hi, I'm Jennifer
Founder · QuickBooks Online Expert
I'm the founder of Momentum Bookkeeping. With over 11 years of experience in Accounts Payable, Accounts Receivable, Payroll Services, and full-cycle bookkeeping, I help small business owners create organized financial systems that let them operate with confidence and focus on growth.
I'm passionate about helping business owners simplify their finances through dependable monthly bookkeeping, accurate financial reporting, and personalized, one-on-one support.
My mission is simple: to give every client the clarity, organization, and peace of mind they need to run their business with confidence.
JenniferFounder, Momentum Bookkeeping
More about JenniferWho I work with
Small businesses across many industries, with a special focus on women-owned businesses.
- Contractors
- Construction companies
- Real estate professionals
- Service businesses
- E-commerce businesses
- Consultants
- Small business owners
- Women-owned businesses
Areas we serve
Based in San Marcos and serving small businesses throughout North County San Diego.
Common questions
Do I need a bookkeeper if I already have an accountant?
Usually, yes. A bookkeeper manages the day-to-day financial records. An accountant or CPA focuses on tax strategy and filing. Accurate books make your accountant's work faster and less expensive.
Do you prepare tax returns?
No. Momentum Bookkeeping handles bookkeeping, not tax filing. Jennifer keeps your books ready for your CPA or tax preparer and can coordinate with them.
What bookkeeping software do you work with?
QuickBooks Online, along with other cloud-based financial systems. If you're not on QuickBooks Online yet, Jennifer can set it up for you.
Can you clean up books that are overdue?
Yes. Catch-up and cleanup services get overdue books current and accurate.
How much does bookkeeping cost?
After a free consultation you get one monthly price based on the size and complexity of your books, billed month to month with no long-term contract. Extra work outside the agreed scope is billed at an hourly rate.
Ready for organized, stress-free books?
Book a free consultation. Jennifer will learn about your business and send a fixed monthly quote.