Keeping The Books
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Paychex
3 of 5 answered from a dated source.
Documents 3 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Keeping The Books | home page | |
| Website | https://keepingthebooks.net/ | home page | |
| Office locality | San Luis Obispo, CA | home page | |
| Phone | +18055490002 | home page | |
| Offers bookkeeping | Documented: Bookkeeping and Payroll Service Provider in Central Coast SMALL BUSINESS Bookkeeping Experts ON THE... | home page | |
| AP / AR | Documented: ...Services, Bank Accounts, Credit Card Accounts, Point of Sale (Invoicing) Software, Bill Payment Services, and even your CPA at tax time! Your involvement will be limited to only... | /remote-services.html | 4 pts (max 4) |
| Payroll coordination | Documented: Bookkeeping and Payroll Service Provider in Central Coast SMALL BUSINESS Bookkeeping Experts ON THE CENTRAL... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...services go far beyond typical bookkeeping to include budgets, cash flow forecasting & financial statement analysis. Keeping The Books strives to provide the very best value in... | /about-us.html | 6 pts (max 6) |
| Software supported | QuickBooks, Paychex | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /remote-services.html | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$250 to $750 per month" | home page | 6 pts (max 6) |
| Named contact / team | Adam Graves, Owner | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...that our services will be the most efficient bookkeeping experience you have ever had. Dedicated Account Manager No member of our team has less than 15 years of experience as a... | /remote-services.html | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Keeping The Books' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Keeping The Books's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.