Your Trusted Financial Partner in San Francisco’s Dynamic Business Landscape
San Francisco Bookkeeping Services is a team of seasoned financial professionals dedicated to supporting businesses throughout the Bay Area. With extensive expertise in bookkeeping, tax strategy, and financial consulting, we blend established accounting principles with modern technology to deliver measurable, results-driven solutions. We’re here to guide you through every stage of your financial journey—providing long-term clarity, stability, and growth.
We’re more than a bookkeeping firm. As your San Francisco–based financial partner, we focus on building lasting relationships, offering tailored financial strategies, and empowering your business to thrive for years to come.
Meet Our Dedicated Team
At the core of San Francisco Bookkeeping Services are our founders, Connor Temple and John Moyer. United by a commitment to innovation and financial excellence, they bring extensive expertise and a dedicated focus on helping businesses grow through advanced solutions and personalized, high-quality service.
Connor Temple
Connor Temple’s background in public accounting at KPMG provides a solid foundation in legal compliance and strategic financial planning. His expertise enables clients to receive precise, efficient, and highly tailored financial solutions.
John Moyer
John Moyer’s experience at ADP offers deep expertise in payroll management and tax compliance. His commitment to delivering personalized support helps small businesses operate smoothly and achieve sustainable growth.
Joseph Chen
Joseph Chen’s economics degree from the University of Toronto, paired with his expertise in financial planning and forecasting, enables businesses to make informed, data-driven decisions that support long-term, sustainable growth.
James Schwartz
James Schwartz holds a Bachelor’s degree in Computer Science and serves as our AI Implementation Manager. He oversees the smooth and efficient performance of our AI systems, ensuring seamless results for all of our clients.
Rocky Chakrabarti
Rocky Chakrabarti’s extensive bookkeeping background spans from sole proprietors to corporations with more than 1,000 employees, delivering precise financial management and tailored bookkeeping solutions for every client.
Kelby Martinez
Kelby Martinez’s experience as a real estate agent and former REIT analyst offers a valuable combination of market insight and analytical expertise, helping clients navigate strategic and informed real estate investment decisions.
Our Story
We’re more than just a bookkeeping service — we’re your committed financial partner here in San Francisco. Our client-focused approach ensures every business receives personalized support and expert financial guidance to achieve long-term stability and success.
Founded by Connor and John with a vision to support San Francisco’s small business community, San Francisco Bookkeeping Services was built on the principles of innovation, integrity, and meaningful client relationships. Their commitment to helping entrepreneurs succeed continues to fuel our dedication to delivering exceptional service that grows and evolves with your goals.
Supporting the Growth of Local Businesses
Motivated by a commitment to supporting San Francisco’s small business community, Connor and John founded San Francisco Bookkeeping Services to provide high-quality, personalized financial solutions. Their dedication to innovation and client-focused service has shaped our success—helping local entrepreneurs navigate financial challenges and confidently reach their business goals.
Empower Your Business Growth with Trusted Financial Guidance
At San Francisco Bookkeeping Services, we are committed to helping small businesses and independent professionals succeed with dependable, efficient, and cost-effective financial services. Our mission is to simplify your financial management so you can stay focused on expanding your business. As your trusted local partner, we provide insights and strategies designed to support long-term growth and lasting success.
Our Core Values Guiding Every Action
Trusted and Transparent
We operate with honesty and clarity, ensuring your financial information is always handled with the highest level of care. Integrity is central to everything we do, providing lasting peace of mind for our San Francisco clients.
Commitment to Excellence
We continually elevate our standards—refining our processes and utilizing advanced tools like AI to deliver bookkeeping services that are fast, accurate, and consistently reliable.
Personalized Support
Every business is unique, which is why we tailor each solution to your specific goals, challenges, and growth plans—delivering financial clarity that truly meets your needs.
Our Trusted Partners
We collaborate with top industry organizations that share our commitment to excellence and innovative solutions. These partnerships allow us to deliver comprehensive support aligned with your financial needs and long-term business goals.
Ready to Take Control of Your Finances?
Let’s simplify the stress of financial management together. Connect with us today and take the first step toward clarity, confidence, and long-term success.