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    Slater and Associates

    5.0 (6 reviews)
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    Services - Slater and Associates

    Bookkeepers

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Ask the Community - Slater and Associates

    Hi Amy, Me and my husband wanted to file our taxes for this year and I saw you on Yelp however we…

    Hello, I usually do the tax returns remotely. I also have a tax expert that works out of Galt/Lodi if that would work better for you. If you would like to set up a… 

    View All 2 Questions

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    Maria Bookkeeping

    Maria Bookkeeping

    (6 reviews)

    I have been working with Maria for around 10 years and she has managed the books and…read morereconciliations for all of my businesses and my personal. I continue to use her for these services. This includes a technology startup, a real estate property management company, an education non-profit, and a real estate investment fund. Maria is highly skilled in Quickbooks and especially good at setting up a new system including the chart of accounts, the classes and other variables to give me reports that allow me to interpret data to make meaningful decisions. She also handles regular data input (deposits and bills)-- she is fast and careful. She has helped me organize my workflow to make things more streamlined and filing more efficient. She also has a strong fundamental understanding of GAAP and financial accounting which is useful for data entry and proper allocation as well as for reporting, bank reconciliations, and operations. Case in point - In January we just started a new accounting system called Appfolio (not qucikbooks) that does property management and has its own accounting system. We are learning it together and she is a quick study and already has achieved a high skill level in this software. Her understanding of the accounting rules makes it easier for her to handle diverse software systems and unique situations. She is easy to work with, comes on time, doesnt overbill, and gets things done properly. She works at our office and also remotely which is sometimes more convenient for us.

    I've been going to Maria for several years now, and she's always made me feel secure. She's fast,…read morefriendly and competent. Her prices are reasonable - and best of all, I get money back.

    Prosper Bookkeeping - Daniel Lin, owner and proud bookkeeper.

    Prosper Bookkeeping

    (43 reviews)

    This review is observation and insight from my spouse who does the bookkeeping for my home based…read morecontracting business, so far as I'm concerned if she's happy and the books balance, I'm happy: In January 2026 our older software program suddenly stopped recognizing the turnover to a new year. Kind of like what was feared in Y2K, but really real -- "this date is invalid" it said for the new year entries -- Nightmare Land. Looking for an alternative program to migrate to I heard a lot about QuickBooks, but am rather 'old-school' and was trying to avoid putting our business accounting in the cloud and having a direct link from online bookkeeping to our checking account. As I had never used any other accounting program, and have no formal training, switching felt daunting. I found Prosper Bookkeeping on Yelp and reached out to Daniel Lin for a free consultation. He explained that I could use QBO without linking our checking account directly or utilizing AI features if I did not want to. So I decided to work with Daniel -- he patiently went through the steps to set up our books for the beginning of the year and coached me in bringing all entries for the year up to date. It was helpful for me to learn the new program UI through hands on instruction via Zoom, and then later review the videos Daniel provided of our training sessions. Daniel is a consummate professional - a non-judgmental and patient listener who is extremely knowledgeable and has a knack for quickly parsing through numbers. After using the program for a full quarter, I found that I had made several errors and could not reconcile our bank statements with QBO -- Daniel found the issues for me and fixed them in minutes. Like Magic! I'm very happy that I went with Daniel and Prosper Bookkeeping, FIVE stars!

    We've been working with Prosper Bookkeeping for our small business and couldn't be happier with the…read moreexperience. From day one, they took the time to truly understand our operations and financial goals -- not just the numbers, but the bigger picture. The team is responsive, organized, and incredibly thorough. Month-end closes are timely, our books are always clean, and any questions we have are answered promptly and clearly. They've helped us catch discrepancies we would have easily missed and kept us compliant without any stress on our end. What really sets Prosper apart is that they feel like a genuine partner in our business, not just a vendor. If you're a small business owner looking for a bookkeeping team you can actually trust, look no further.

    Slater and Associates - bookkeepers - Updated August 2026

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