Leo Financial Services, LLC
Leo Financial Services, LLC
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Bookkeeping Services in Healdsburg & Sonoma County

 

At Healdsburg Bookkeeping, we provide professional, personalized bookkeeping services designed to help small and medium-sized businesses stay organized, informed, and financially confident.

Proudly serving Healdsburg, CA, and surrounding Sonoma County communities, our services are tailored to meet the unique needs of business owners who want accurate records, clear financial insight, and dependable support—without the stress of managing bookkeeping in-house.

In addition to bookkeeping, we offer tax preparation and tax planning support for individuals and businesses, helping clients stay compliant, maximize deductions, and plan confidently for the future.

Our Bookkeeping Services

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Monthly Bookkeeping

Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

 Keep your financial records accurate and up to date with consistent monthly bookkeeping support. We handle transaction categorization, account reconciliations, and ongoing maintenance so your books stay organized year-round. 

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Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

 Behind on your books or dealing with disorganized records? Our bookkeeping cleanup services help bring past records up to date, correct errors, and restore clarity to your financial data. 

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Financial Reporting

Bookkeeping Cleanup & Catch-Up

Financial Reporting

 Make informed business decisions with clear, easy-to-understand financial reports. We provide customized reporting that gives you insight into your cash flow, profitability, and overall financial position. .

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Our Tax Services

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Individual Tax Preparation

Individual Tax Preparation

Individual Tax Preparation

  

 Healdsburg Bookkeeping provides accurate and timely individual tax filing for W-2 employees, self-employed professionals, and 1099 contractors in Sonoma County. We handle Form 1040, Schedule C, and review deductions to make tax season simple. 

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Business Tax Preparation

Individual Tax Preparation

Individual Tax Preparation

  

Healdsburg Bookkeeping provides accurate business tax filing for small businesses, LLCs, partnerships, and S-Corps in Sonoma County. We review your books, prepare federal and California returns, and ensure deductions and compliance are maximized.

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Tax Planning

Individual Tax Preparation

Tax Planning

 Healdsburg Bookkeeping offers proactive tax planning for individuals and small businesses in Sonoma County. We review income, expenses, and deductions to help minimize liabilities, improve cash flow, and stay compliant year-round. 

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