Be Legit Books

Real estate media agencies are the practice's stated specialty, and the bookkeeping is shaped around the project-based way those businesses bill and spend. The firm works from California and takes clients in all 50 states, connecting directly to bank feeds and to QuickBooks and similar tools so transaction data and profit-and-loss statements can be pulled when wanted rather than waited for at month end. Automation carries the routine work; reconciliation and tax strategy are handled by people. Clients who need more than books can be paired with CPAs and tax preparers alongside the bookkeeping team.

The firm dates itself to 2020 and describes its roots as bootstrapped. Mary Gold Lozadas and Jeson Briones work as bookkeepers, with Mary Pauline Yabut as accounting specialist. One published engagement began with a client three years behind on both bookkeeping and tax filings, and involved bringing both current.