Tamalpais Financial Services is pleased to announce that we are actively seeking new business in the area.

By choosing to work with Tamalpais Financial Services you will free up your time to focus on developing or expanding your business. You can avoid costly mistakes and have confidence that the reports you will receive will be accurate and reliable. We will take the time to explain your financial statements so you will have a solid understanding of where your business stands at any given moment.

We have experience in many fields including construction, landscaping, property management, legal, restaurant, interior design, internet sales, importing/exporting, retail, non profit and household employees/personal bookkeeping.

Please call either partner listed below and we will be happy to further discuss with you how we can help you and your clients in all their bookkeeping needs.


Heather Gordon & Jane Schopplein

Email: accounting@tamfinancialservices.com

Our range of services is available on a weekly/monthly/quarterly basis and includes:
  • Invoicing and Accounts Receivable processing
  • Vendor Set up and Account Payable processing
  • Payroll and Payroll Tax Filings
  • Bank Statement and Credit Card Reconciliations
  • Monthly Closings and Financial Statements
  • Budgeting & Cash flow statements
  • Sales & Use Tax Filings
  • Workman’s Comp
  • We also offer:

  • New business set up
  • Clean up of existing bookkeeping
  • Preparation of books for your CPA or certified tax preparer


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