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Evening EditionBookkeeping, tax and CFO help for small business. Printed in Los Gatos.
Los Gatos, California Monday, November 9, 2026 Vol. XIV, No. 312 ·
The staff box
Seven people, first names on the door. One of them will be your bookkeeper all year, and you will have their direct line by the end of the first call.
Managing partner · Reviews every return
Started the firm after eight years at a large office where nobody met the clients. Reads every return before it is signed and still keeps the books for a handful of longtime clients herself.
CPA license no. 000000 (placeholder) · With the firm since 2011
Tax lead · Notices and planning
Runs the tax desk and the October planning meetings. If a letter arrives from a tax agency, it goes to Arturo, who usually has a calm answer within a day.
Enrolled agent no. 00000 (placeholder) · With the firm since 2015
Senior bookkeeper · Restaurants and cafes
Knows every delivery app's payout report by heart. Priya built the tip and deposit mapping we use for every food client.
Bookkeeper · Contractors and trades
Job costing, retainage and progress billing. Dana can tell you which of your jobs actually made money, which is not always the one you think.
Bookkeeper · Catch up desk
The person to see when the books are two years behind. Marcus rebuilds from bank statements first and asks you about the strange ones later.
Bookkeeper · Online sellers and payroll
Sales tax across states, marketplace fees and inventory. Lena also runs most of the payroll calendar and has never missed a pay date.
Client lead · The first voice you hear
Answers the phone, books the 20 minute calls and keeps the deadline board. If you are not sure who to ask, ask Theo.