About Us

Your Trusted Financial Partner

Greetings from Santa Barbara, CA! I'm Jacqueline Loomis, a seasoned Professional Accountant/Bookkeeper with over 25 years of extensive experience dedicated to serving individuals, corporations, and partnerships. Guided by the principles of accuracy, commitment, and personalized care, I've proudly assisted countless clients in navigating their financial journeys.

Why Choose Us?

• Focused Expertise: With a deep understanding of generally accepted accounting principles (GAAP), I specialize in QuickBooks installation and setup, meticulous account clean-ups, and customized financial statements.

• Comprehensive Solutions: From budget forecasts to job costing, accounts payable to receivables, invoicing to payroll management, and intricate reconciliations to tax preparation, I offer a comprehensive suite of services tailored to your unique needs.

• Proven Track Record: Through my service, Jacqueline's Bookkeeping, I've proudly served a diverse range of clients across various industries, building long-lasting relationships based on trust and exceptional financial management.

• Global Perspective: My experience extends beyond borders, having managed finances for entities both domestic and international. From Singapore to the UK, I've cultivated a truly global understanding of financial intricacies.

• Experienced Leadership: As CFO and Senior Accountant, I've successfully steered real estate investments, managed architectural firms, and expertly handled financials for businesses spanning multiple sectors.

• Empowering Businesses: I not only manage financial records but also empower business owners with insights and strategies that contribute to their growth and success.

Education and Certifications:

• Santa Barbara City College - Accounting and Finance
• Intuit QuickBooks Course - Certified QuickBooks ProAdvisor

Your financial well-being is my top priority. With a keen eye for detail, a dedication to excellence, and a commitment to fostering your financial success, I look forward to partnering with you on your journey towards financial confidence and prosperity. Feel free to reach out and explore how we can support your financial needs.

Jacqueline Loomis
Founder