Peace of Mind Bookkeeping & Business Management

What Peace of Mind Bookkeeping & Business Management does

Peace of Mind Bookkeeping & Business Management is a privately-held professional services firm founded in 2021 and headquartered in Sherman Oaks, California, with 19 employees. The firm delivers outsourced bookkeeping, payroll processing, tax preparation, and business management services to small and medium-sized businesses as well as individual clients, primarily in a domestic, single-office service area. Its core service catalog spans 12+ interconnected offerings, including accounts payable/receivable management, chart of accounts maintenance, bank reconciliation, job costing, financial review and analysis, reporting and compliance, procedure manual development, and year-end reporting (W2s and 1099s).

The firm's technology stack is built on Intuit's QuickBooks Online and QuickBooks Desktop platforms, which the firm sets up, trains, and maintains for clients. There is no proprietary software, no API, no mobile application, and no disclosed AI/ML component. The primary integration is with QuickBooks, and the firm uses a GoDaddy Website Builder for its digital presence.

The business model is professional services delivered on a project- and recurring-engagement basis, with quote-based pricing customized to client scope. The go-to-market is sales-led and direct — clients book engagements through the firm's website contact form, and the firm provides hands-on accounting support with no channel intermediaries. Marketing exposure is limited to a single website channel with no disclosed paid acquisition, referral, or partnership-driven distribution. There is no disclosed funding, no parent company, and no institutional ownership.

Name

Peace of Mind Bookkeeping & Business Management

Legal name

Peace of Mind Bookkeeping & Business Management

Website

https://peaceofmind-bookkeeping.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Peace of Mind Bookkeeping & Business Management is a Sherman Oaks, CA-based professional services firm delivering outsourced bookkeeping, payroll, tax preparation, and business management services to small and medium-sized businesses and individuals using QuickBooks.

Ownership category

akta.pro rank

Product category

Bookkeeping and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Expense Reimbursement & Employee Payments Administration (BPAAAHAK), Year-End Processing & Statements (W-2/1099/Year-End Certificates) (BPAAAHAL), Payroll Data Management, Master Data & Employee Setup (BPAAAHAI)

Keywords

• Bookkeeping services
• Payroll processing
• Tax preparation
• Financial reporting
• Business management consulting

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping and Accounting Services: Recurring professional services including accounts payable/receivable management, chart of accounts maintenance, financial statement preparation, and ongoing financial review and analysis.
2. Payroll Processing Services: Payroll record review, payroll management, and payroll processing services including preparation of vendor and payroll checks.
3. Tax Preparation and Filing: Tax preparation services providing CPA with accurate reports, year-end reporting including W2s and 1099s preparation.
4. Business Management Consulting: Procedure manual creation, job costing, financial forecasting support, and business management advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Peace of Mind Bookkeeping & Business Management delivers outsourced bookkeeping, payroll, tax preparation, and business management services for small to medium-sized businesses and individual clients. Core engagements include accounts payable/receivable management, Chart of Accounts cleanup, bank reconciliation, job costing, payroll processing, financial review and analysis, QuickBooks setup and training, and year-end reporting including W2 and 1099 preparation.

Product overview

Peace of Mind Bookkeeping & Business Management is a service-based bookkeeping and business management firm offering a comprehensive suite of interconnected financial services. The core offering centers on bookkeeping services for business and personal accounts, supported by QuickBooks setup and training. Additional services include accounts payable/receivable management, payroll processing, financial review and analysis, tax preparation, Chart of Accounts management, bank reconciliation, job costing, reporting and compliance oversight, procedure manual development, and year-end services. These services work together to provide clients with complete financial organization, accurate accounting, and compliance assurance.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services

Segments2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• Bench (formerly Bench Accounting): Bench provides online bookkeeping and financial reporting for SMBs, combining software with dedicated bookkeepers. Directly comparable in target customer (SMBs) and core service (recurring bookkeeping + tax support), but at a national digital scale versus Peace of Mind's local delivery model.
• Pilot: Pilot offers bookkeeping, tax, and CFO services for startups and SMBs using a tech-enabled service model. Comparable in customer segment and core service mix, with an additional emphasis on technology integration and higher-growth SMBs.
• 1-800Accountant: 1-800Accountant provides accounting, bookkeeping, tax, and payroll services to SMBs and individuals via a virtual/telephonic model. Highly comparable in dual-segment targeting (business + individual) and full-service back-office offering.
• AccountingDepartment.com: Outsourced bookkeeping and accounting services for SMBs, delivering dedicated accounting teams remotely. Comparable in service breadth (bookkeeping, payroll, reporting) and SMB focus, but operates at a larger virtual scale.

Emerging players

• Botkeeper: Botkeeper combines AI/automation with human accountants for SMB bookkeeping. Comparable service offering, but with a stronger technology stack — representing the AI-enabled direction of the category that could compete with Peace of Mind's labor-intensive model.

Regional players

• TGG Accounting: TGG Accounting is a small-firm outsourced bookkeeping and accounting partner for SMBs, offering QuickBooks-based bookkeeping and controller services. Comparable in professional services model and recurring revenue delivery, but typically larger and more process-driven.
• Infintech / SMB Bookkeeping Firms: Infintech and similar regional outsourced bookkeeping firms target SMBs with full-service back-office accounting. Comparable in service model and customer profile, but typically operate in adjacent regional markets rather than overlapping Sherman Oaks directly.

Broad incumbents

• H&R Block: H&R Block offers tax preparation and increasingly small-business bookkeeping and payroll services. Comparable in the tax preparation and SMB/individual dual segment, with national retail footprint and brand recognition.
• ADP (Small Business Services): ADP provides payroll, tax filing, HR, and basic bookkeeping-adjacent services to SMBs. Overlaps significantly with Peace of Mind's payroll processing and year-end W2/1099 services, but at vastly larger scale with broader HR productization.
• Intuit QuickBooks Live: Intuit's in-house bookkeeping service for QuickBooks users, offering monthly bookkeeping, tax, and payroll integrated with the QuickBooks platform. Direct overlap in the same QuickBooks-based service niche, with substantially greater brand and pricing leverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/peace-of-mind-bookkeeping-project-management

Revenue estimate

Valuation estimate

Number of profiles

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 Peace of Mind Bookkeeping & Business Management