Streamline Bookkeeping

What Streamline Bookkeeping does

Streamline Bookkeeping is a privately held, founder-led professional services firm founded in 2011 by Jeff Kohn, CPA, providing monthly bookkeeping, bank and credit card reconciliation, and tax-ready financial reports to small businesses and professional service firms. The firm operates from three U.S. offices in Oakland, Los Angeles, and New York, and is staffed by 1–10 employees. Its core service line targets small businesses with typically 1–10 employees, while a specialized trust and estate bookkeeping practice serves estate planning attorneys, professional trustees, conservators, and individuals with fiduciary accounting, principal vs. income tracking, and court accounting needs. Named customers span healthcare (Regional Pathology), media (Snap Judgment), financial services (Public Equity Group), arts (PSArt), wellness (Prasana Yoga), and accounting (David Stone & Associates), suggesting a diversified SMB book of business.

The firm's technology stack is built around QuickBooks Online as the primary client accounting and reporting platform, with the founder certified in FreshBooks, Wave Accounting, and Xero as well. Operational differentiators include a dual-staff assignment model (Preparer plus Manager per client), customized client checklists, and secure view-only/limited access to client financial institutions for fraud prevention. HelloSign is used for online W9 collection. The firm does not appear to use proprietary software; all client-facing tooling is third-party SaaS. No APIs, mobile apps, or AI features are disclosed.

Revenue is generated through quote-based, recurring monthly bookkeeping engagements (subscription/recurring model) supplemented by 1099 filing services and trust/estate professional services work. Pricing is not publicly disclosed; prospective clients schedule a conversation via a calendaring link. GTM is consultative and sales-led, relying on content marketing, referrals from CPAs and estate planning attorneys, and direct outreach via phone and email. The firm is bootstrapped with no external funding, no parent company, and no M&A activity disclosed.

Name

Streamline Bookkeeping

Legal name

Streamline Bookkeeping

Website

https://streamlinebookkeeping.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Streamline Bookkeeping is a privately held, CPA-led professional services firm providing monthly bookkeeping, reconciliation, and tax-ready financial reports to small businesses, with a niche specialty in trust and estate fiduciary accounting across Oakland, Los Angeles, and New York.

Ownership category

akta.pro rank

Product category

Bookkeeping Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Small business bookkeeping
• Trust and estate accounting
• Fiduciary accounting services
• Monthly financial reporting
• 1099 filing services

Headquarters

HQ city

Oakland

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Ongoing Bookkeeping Services: Recurring monthly bookkeeping services providing tax-ready financial reports on a monthly basis. Services include data entry, bank and credit card reconciliation, financial report preparation, and twice-yearly phone meetings to review numbers. Revenue is generated through ongoing service contracts with small business clients.
2. Trust and Estate Bookkeeping: Specialized bookkeeping services for trusts and estates, including conservatorship accounting, fiduciary accounting, and court accounting. This niche vertical serves estate planning attorneys, professional trustees, and individual clients managing trusts or conservatorships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Streamline Bookkeeping provides recurring monthly bookkeeping services for small businesses and professional service firms, including data entry, bank and credit card reconciliation, and tax-ready monthly financial reports delivered through QuickBooks Online. The firm also offers specialized bookkeeping for trusts and estates, covering fiduciary accounting, conservatorship accounting, and court accounting, plus ancillary 1099 vendor filing services.

Product overview

Streamline Bookkeeping offers a unified bookkeeping service for small businesses and professional service firms. The core offering consists of small business bookkeeping services (data entry, reconciliation, monthly financial reports) and specialized trust and estate bookkeeping. The company also provides 1099 filing services and downloadable financial templates as supplementary offerings. All services leverage QuickBooks Online for client financial reporting access.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Bookkeeping Services
• Trust and Estate Bookkeeping
• 1099 Filing Services

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Recent moves6 records

Expansion highlights1 record

Direct peers

• Pilot: Provides bookkeeping, tax, and CFO services to startups and small businesses, offering a similar recurring monthly financial reporting model with a stronger tech layer and broader customer base.
• Bookkeeper360: Full-service bookkeeping and accounting firm serving SMBs with monthly reports, payroll, and advisory — directly comparable offering and target market to Streamline.
• 1-800Accountant: National virtual accounting firm providing bookkeeping, tax, and advisory to small businesses and entrepreneurs, competing for the same SMB customer segment as Streamline.
• Bench (now Pilot): Tech-enabled bookkeeping service for small businesses that pairs clients with a dedicated bookkeeper and software — the most direct U.S. competitor to Streamline's recurring monthly SMB bookkeeping model.
• Ignite Spot Accounting: Outsourced bookkeeping firm serving small businesses with monthly financial reporting, comparable in service model and target customer to Streamline.

Broad incumbents

• BDO USA: Major accounting and advisory firm with small business bookkeeping and outsourced accounting services; competes with Streamline for upper-end SMB clients needing CPA-grade deliverables.
• QuickBooks Live: Intuit's bundled bookkeeping service using QuickBooks Online — a broad incumbent that bundles bookkeeping with the dominant SMB accounting platform Streamline's clients already use.
• H&R Block: Large incumbent tax and financial services firm offering bookkeeping-adjacent small business services; competes more broadly than Streamline but overlaps on the SMB financial services buyer.

Emerging players

• Found: Banking, bookkeeping, and tax service targeted at self-employed and small business owners — an emerging player combining software with human bookkeeping in a model comparable to Streamline's.
• Botkeeper: AI- and automation-driven bookkeeping platform combining human accountants with software; represents the technology-forward emerging alternative to traditional bookkeeping firms like Streamline.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/StreamlineBookkeeping
• LinkedInlinkedin.com/company/streamline-bookkeeping

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Streamline Bookkeeping