About Me
Hi, I’m Shilpa, founder of SS Bookkeeping & Payroll. I proudly serve the San Ramon community and the nearby East Bay areas.
San Ramon has been my home for the past 12 years. My family and I love being part of this side of the Bay. My kids attend San Ramon schools, and over the years, I’ve volunteered with non-profits and parent organizations in various capacities.
Through my volunteer work, I noticed a common challenge for many small business owners and organizations. When financial records aren’t accurate or up to date, everything else starts to fall behind. Growth slows, stress increases, and it becomes a difficult cycle to break.
That insight motivated me to start SS Bookkeeping & Payroll. I aim to help local businesses stay organized, feel financially secure, and focus on what they do best.
Today, I assist business owners with bookkeeping and payroll management, and provide clear, customized financial reports for better understanding. My goal is to remove the stress of bookkeeping so you can concentrate on running and growing your business.
When I’m not helping clients with their finances, you can find me on San Ramon’s beautiful trails, running, walking, or biking. I also volunteer at schools, the food bank, the swim team, and lead my Girl Scout troop.
Helping local businesses grow is my way of giving back to the place my family proudly calls home.
Our Services
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Running a business is tough, and keeping your books organized shouldn’t make it harder. Our Monthly Bookkeeping Service helps you manage your finances with accurate, up-to-date records and clear insights into your cash flow and profitability.
We at SS Bookkeeping & Payroll take care of the numbers so you can concentrate on running your business.
Our monthly bookkeeping services include:
Transaction recording and categorization; every expense and income item is tracked accurately.
Account reconciliation; we ensure your bank, credit card, and payment accounts always match.
Monthly financial reports; easy-to-understand balance sheets and profit and loss statements.
Cash flow tracking; get a clear picture of where your money is going and how to improve your margins.
Expense analysis; find savings opportunities to help increase your profits.
Regular check-ins; review your financials and discuss growth insights.
On average, our clients save up to 60 hours a year and improve profits by at least $6,000 annually through streamlined bookkeeping and clearer financial visibility.
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Get your books back on track with organized financial records you can trust.
Whether you’re behind on bookkeeping or facing data inconsistencies. At SS Bookkeeping & Payroll, we provide thorough cleanup and catch-up support tailored to your business needs. Our goal is to help you move forward with clear, reliable books and a simple system you can maintain with confidence.
Services include:
Reviewing your current books to find errors or gaps
Correcting wrongly classified transactions
Reconciling accounts for all months
Organizing historical data and fixing duplicate entries
Matching bank, credit card, and loan balances
Setting up clear workflows to stop future issues
Providing a summary of what was fixed and why
Optional training for you or your team to stay current
If you’re feeling overwhelmed or unsure where to start, cleanup and catch-up is the ideal place to begin.
Together, we’ll restore accuracy, reduce stress, and give you complete confidence in your financial records.
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Accurate financial reporting isn’t just about following the rules; it’s about being clear. At SS Bookkeeping & Payroll, we believe your reports should help you understand your business, not just keep records.
We provide customized monthly and quarterly financial reports that turn your bookkeeping data into useful insights. From cash flow trends to expense analysis, profit margins, and revenue forecasts, we tailor each report to fit your goals and how you like to review your numbers.
Our reports help you:
Identify growth and cost-saving opportunities
Track your revenue, profit, and cash flow with ease
Prepare smoothly for taxes, investors, or lenders
Make confident business decisions based on real data
Whether you prefer simple summaries or detailed analytics, we design reports that meet your needs, clear and ready when you need them.
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Paying your team accurately and on time is one of the most important parts of running your business. However, managing payroll can quickly become complicated. At SS Bookkeeping & Payroll, we simplify the process, ensure compliance, and take away the worry.
We handle every part of payroll management, from processing employee paychecks to making sure your Federal and State filings are completed accurately and on time.
Our payroll services include:
Payroll setup and management, customized for your business structure and employee needs.
Federal and State tax filings, including annual W-2s and 1099s.
Direct deposit and pay schedule coordination, so you have smooth, timely payments every pay period.
Payroll tax calculations and payments, keeping your records accurate and compliant.
End-of-year summaries and reporting, ready for accountants and tax filing.
Compliance and record maintenance, staying ahead of changing payroll laws and deadlines.
With SS Bookkeeping & Payroll, you can save time, stay compliant, and ensure your employees get paid correctly every time.
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Empower yourself or your team with hands-on training and QuickBooks Online bookkeeping support.
As a Certified QuickBooks ProAdvisor, I help business owners and staff understand and manage their books. From setup to daily use, I want you to feel confident managing your finances.
Our training and support services include:
QuickBooks online setup and customization for your industry.
Step-up-step guidance on daily bookkeeping tasks and reconciliation.
Payroll and sales tax setup.
Understanding financial report generation and interpretation.
Data clean-up and error resolution.
Personalized one-on-one or small team training (in-person or virtual)
Whether you’re new to QuickBooks or want to optimize your current flow, we will tailor your training plan to fit your needs and skill level.
Save time, reduce errors, and gain clarity in your bookkeeping with expert practical, business-focused training and support.
I take the stress out of bookkeeping for business owners, helping them save time, reduce costs, and focus on what matters most, their customers and growth!
I believe bookkeeping shouldn’t be complicated. I make it simple, transparent, and tailored to each client’s needs. On average, I help clients save up to 60 hours a year and increase their profits at least by $6,000 annually through streamlined processes and clearer financial insights.
My goal is to help you feel confident in your numbers and free to focus on growing your business.
Local and Personalized Support
Certified QuickBooks ProAdvisor
Clear Pricing
Flexible, Client-Centered Services
Why Choose Us
Reach out today to see how I can help your business stay organized and successful.
Schedule a FREE Consultation
Free 30-Minute Consultation
During your complimentary consultation, we will:
Review your current bookkeeping setup and tools
Discuss your revenue goals and growth challenges
Identify where you are losing time or money
Explore ways to simplify your bookkeeping and improve reporting
You will leave with personalized recommendations and a clear next step, even if you are not ready to outsource yet.