About Casey Daniels | Bookkeeper & QuickBooks ProAdvisor

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With over 30 years of experience in accounting and business management, my background includes accounting management, operations, and CFO/Controller responsibilities. This experience has given me a strong understanding of both the day-to-day financial details of a business and the bigger picture behind them.

My approach to bookkeeping is practical and detail-oriented. I focus on maintaining accurate records, resolving discrepancies, and providing business owners with clear financial information so they can better understand how their business is performing.

I work with both new and established businesses and tailor my services to the needs of each client. I’m also available to meet online to review financial reports, answer questions, and help you better understand your business’s financial performance.

• QuickBooks Online ProAdvisor 
• Bookkeeping & accounting 
• Invoicing & accounts receivable 
• Accounts payable & bill pay 
• Expense tracking 
• Bank & credit card reconciliations 
• Payroll processing
• Quarterly & annual payroll tax filings 
• W-2s & 1099s 
• Financial reporting 
• Bookkeeping cleanup
• Business consulting & coaching

QuickBooks Desktop

QuickBooks Online

MS Excel

MS Access

Google Workspace

Based in Santa Cruz County, I provide personalized bookkeeping and consulting to businesses throughout the Bay Area and remotely across the U.S.