A modern bookkeeping practice that pairs QuickBooks-certified expertise with real human responsiveness — bilingual in English and Chinese.
Revenue grew 12% on the back of two new wholesale accounts. Operating costs were flat. Watch the rising vendor spend in Q2 — we've flagged $8,420 in recurring expenses worth a closer look.
We've held every active Intuit ProAdvisor certification — from QuickBooks Online to Desktop Enterprise to Payroll. The whole stack, not the highlight reel.
All Intuit ProAdvisor certifications held by NetFolio Books
Tax season turns into a panic because nothing has been reconciled all year.
You can't see your real cash position because the numbers haven't been updated since spring.
The reports get filed, but no one is helping you see how your business is actually operating.
We start narrow on purpose. Get the foundation right, and everything downstream — decisions, planning, financing — gets easier.
Monthly transaction recording, categorization, and AP/AR tracking. Always current, always reconciled.
Monthly statement matching with full discrepancy resolution. Clean, accurate, every single month.
P&L, balance sheet, cash flow — delivered monthly with a plain-English summary of what changed and why.
Three packages priced by transaction volume. You can move tiers any time as your business grows.
Catch-up bookkeeping and one-time projects also available — contact for a custom quote.
English-first, with full Chinese fluency available when you need it. Whether your team works in English or you'd like the option to switch — we communicate clearly in both.
Every badge earned. We know the platform inside and out, from setup to advanced reporting.
Cloud-based, automated bank feeds, modern reporting dashboards. No paper. No fax machines.
Reach us by email or phone and you'll hear back within 24–48 business hours — from a real person who knows your books, not a ticket queue.
Every account matched, every month. Your books stay accurate and decision-ready by default — not just at year-end.
Predictable monthly pricing tied to transaction volume. No surprise invoices, no hourly meter running.
We review your current bookkeeping setup and identify 2–3 quick wins. Free, no obligation.
We connect QuickBooks, your bank feeds, and migrate any catch-up work needed.
You get clean financials by the 15th of each month, plus a plain-English summary.
NetFolio Books was founded by two accountants — a senior accountant with extensive corporate accounting experience, paired with a 10+ year veteran of the financial services industry.
We started this practice after seeing too many small business owners stuck with slow replies, mystery bills, and reports that didn't translate into real insight. We built NetFolio Books to be the opposite of that — responsive, transparent, and genuinely useful month to month.
Yes — for now, we're focused on serving small businesses based in California. Everything we do is cloud-based, so we work with clients across the state without ever needing an in-person visit.
Yes. English is our first language and we're fluent in Chinese as well. Calls, emails, WeChat — whatever you're comfortable with.
That's a normal starting point. We offer one-time catch-up bookkeeping at a flat project fee, then transition you onto a monthly package with everything reconciled.
QuickBooks Online is our primary platform — it's the small business standard. We hold every QuickBooks ProAdvisor certification and can also work in QuickBooks Desktop or migrate you over.
Within 24–48 business hours, Monday through Friday. Every tier includes direct email and phone access to a real person who knows your books — not a ticket queue.
Absolutely. Most clients start at one tier and move up as their transaction volume grows. We'll proactively flag when a different tier would serve you better.
Schedule a free 30-minute introductory consultation. We'll review your current setup, identify a few quick wins, and recommend the right package — no obligation.
No. Our monthly packages are month-to-month with a simple 30-day notice — no annual lock-ins. We earn your business every month, not with paperwork.
Schedule a free 30-minute introductory consultation. No sales pressure — just a clear look at where your books stand today.
Or email info@netfoliobooks.com