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

At Healdsburg Bookkeeping, we provide professional bookkeeping services tailored for small and medium-sized businesses, ensuring they stay organized, informed, and financially confident. Our financial reporting services help business owners make sense of their numbers with ease. Proudly serving Healdsburg, CA, and surrounding Sonoma County communities, we understand the unique needs of our clients who seek accurate records, clear financial insights, and dependable support—without the stress of managing bookkeeping in-house. In addition to our bookkeeping offerings, we specialize in tax preparation Healdsburg and tax planning support for individuals and businesses. This helps our clients remain compliant, maximize deductions, and confidently plan for the future.

Our Bookkeeping Services

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Monthly Bookkeeping

Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

Ensure your financial records are accurate and up to date with our professional bookkeeping services and consistent monthly support. We specialize in financial reporting services, handling transaction categorization, account reconciliations, and ongoing maintenance, so your books remain organized year-round. Plus, our expertise also exten

Ensure your financial records are accurate and up to date with our professional bookkeeping services and consistent monthly support. We specialize in financial reporting services, handling transaction categorization, account reconciliations, and ongoing maintenance, so your books remain organized year-round. Plus, our expertise also extends to tax preparation in Healdsburg, making your financial management seamless.

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Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

Are you behind on your books or struggling with disorganized records? Our professional bookkeeping services offer bookkeeping cleanup that brings your past financial data up to date, corrects errors, and enhances clarity. We also provide financial reporting services and tax preparation in Healdsburg to help you stay on track.

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Financial Reporting

Bookkeeping Cleanup & Catch-Up

Financial Reporting

Make informed business decisions with clear, easy-to-understand financial reporting services. Our customized reporting, alongside professional bookkeeping services, provides valuable insights into your cash flow, profitability, and overall financial position. Additionally, we offer expert tax preparation in Healdsburg to support your financial success.

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Our Tax Services

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Individual Tax Preparation

Individual Tax Preparation

Individual Tax Preparation

Healdsburg Bookkeeping offers professional bookkeeping services that include accurate and timely individual tax preparation in Healdsburg for W-2 employees, self-employed professionals, and 1099 contractors in Sonoma County. We manage Form 1040, Schedule C, and review deductions to simplify tax season while providing comprehensive financial reporting services.

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Business Tax Preparation

Individual Tax Preparation

Individual Tax Preparation

Healdsburg Bookkeeping offers professional bookkeeping services and accurate business tax preparation in Healdsburg for small businesses, LLCs, partnerships, and S-Corps in Sonoma County. We review your books, prepare federal and California returns, and ensure that deductions and compliance are maximized through our comprehensive financial reporting services.

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Tax Planning

Individual Tax Preparation

Tax Planning

Healdsburg Bookkeeping provides professional bookkeeping services and proactive tax preparation in Healdsburg for individuals and small businesses in Sonoma County. We focus on financial reporting services by reviewing income, expenses, and deductions to help minimize liabilities, improve cash flow, and ensure year-round compliance.

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Unlock Exclusive Discounts on Accounting & Payroll Tools

Gain access to trusted accounting, payroll, and payment solutions at exclusive discounted rates. We provide comprehensive financial reporting services, professional bookkeeping services, and tax preparation in Healdsburg. From QuickBooks Online and QuickBooks Desktop to payroll platforms like Gusto and ADP, we assist you in selecting and setting up the right tools for your business—while saving you money. Simplify your finances with expert guidance and preferred pricing.

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Professional Mobile Notary & Loan Signing Services

Need a notary but can't make it to an office? We bring the notary to you.

We offer professional Mobile Notary Public services throughout Healdsburg, Santa Rosa, Windsor, Geyserville, Cloverdale, and surrounding Sonoma County communities. We travel to your home, office, hospital, assisted living facility, coffee shop, or other convenient location to notarize your important documents. Our services, which complement our financial reporting services and professional bookkeeping services, include acknowledgments, jurats, powers of attorney, trust and estate documents, affidavits, real estate forms, parental consent forms, and other notarizations permitted under California law, including tax preparation in Healdsburg. As a commissioned California Notary Public and certified Loan Signing Agent, we provide reliable, accurate, and confidential service with flexible scheduling, including evening and weekend appointments when available.

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