Welcome to Strategic Bookkeeping Advisors LLC
Our professional, experienced, and dedicated team at Strategic Bookkeeping Advisors LLC delivers tailored bookkeeping solutions to streamline your records and drive business growth.
(916) 222-6170
“Empowering business success through clarity and strategy.”
Jonathan E. Fleischer
managing member
Empowering Business Success
Strategic Bookkeeping Advisors LLC is a trusted firm based in Sacramento, California, dedicated to transforming the way businesses and individuals manage their records. With over 30 years of industry expertise, SBA LLC specializes in delivering tailored bookkeeping, tax planning, and reporting solutions that drive clarity, compliance, and growth.
Our philosophy is rooted in empowering clients through knowledge, simplifying complex financial concepts into actionable strategies. We pride ourselves on personalized service, clear communication, and a commitment to long-term partnerships—ensuring every client achieves sustainable business success.
Successful client
- Over 30 years of industry expertise
- Personalized bookkeeping and tax planning solutions
- Compliance with GAAP and regulatory standards
- Free initial consultations for all clients
(916) 222-6170
Expert Bookkeeping
Highlights bookkeeping as the core focus, with “tax” as a supporting strength, reflecting the firm’s offerings.
Jonathan E. Fleischer
Jonathan brings precision and strategic insight to bookkeeping, degree in finance with a minor in accounting at Southern New Hampshire University.
Willie Maina
Willie leads with deep expertise in accounting, bringing over 20 years of experience and a strong focus on compliance, reporting, and financial accuracy.
Wayne Fleischer
Wayne Fleischer, ChFC, brings over 30 years of professional, experienced, and dedicated expertise to Strategic Bookkeeping Advisors LLC.
Jonathan E. Fleischer
Jonathan brings precision and strategic insight to bookkeeping, pursuing a Business Administration degree with a Finance minor at Southern New Hampshire University. As a Certified Bookkeeper Candidate (AIPB), he excels in reviving outdated financial records, streamlining processes with QuickBooks, and providing actionable insights to enhance business decisions.
Our Company's Achievements & Values
Satisfied Clients
Case Finished
Years of Experience
Expert Team
Accuracy You Can Trust. Numbers You Can Count On.
At Strategic Bookkeeping Advisors LLC, we believe precise bookkeeping is the foundation of every successful business. Here’s why hundreds of businesses across California rely on our services:
Our Core Services Include:
- Daily transaction recording & categorization
- Complete accounts payable/receivable management
- Bank & credit card reconciliations
- Monthly financial statement preparation
- Payroll processing & tax filing support
- QuickBooks setup, cleanup & optimization
Specialized Solutions For:
- Small businesses & startups
- Nonprofit organizations
- Professional service firms
- E-commerce businesses
Expert Bookkeeping for Your Peace of Mind
At Strategic Bookkeeping Advisors LLC, we don’t just manage records—we build success. With decades of experience and a personalized approach, we help individuals, families, and businesses streamline operations and grow with confidence.
Bookkeeping & Accounting
- Accurate and systematic recording of transactions
- Compliance with regulatory and GAAP standards
- Detailed statements for better decision-making
Client Advisory Services
- Personalized consultations to meet your needs
- Proactive insights and strategies for success
- Education on best practices for record management
Business Consulting & Advisory
- Strategic planning for sustainable business growth
- Cash flow analysis and budget optimization
- Risk assessment and operational forecasting
Tax Planning & Strategy
- Smart tax solutions to maximize savings
- Compliance and regulatory guidance
- Expertise in estate and retirement tax planning
Take Control of Your Bookkeeping Future
Your goals deserve more than a generic plan — let’s build something tailored, together.
Whether you’re streamlining your records, protecting your operations, or securing your business legacy, we’re here to help you make confident decisions. Get personalized guidance from bookkeeping experts who truly care about your success.
Bookkeeping Experience You Can Trust. Bookkeeping Advice You Can Count On.
At Strategic Bookkeeping Advisors LLC, we believe bookkeeping is more than just numbers — it’s about people, businesses, and growth. Here’s why clients across California and beyond choose us:
Latest Blogs & News Updates
Meet Jonathan: Strategic’s Chief Bookkeeper, Committed to Excellence
How a Chartered Financial Consultant (ChFC®) Can Help You Save Money on Taxes
How We Helped a Client Regain Financial Control Through Smarter Bookkeeping
Our Work Process
01
Initial Consultation
02
Discovery & Analysis
03
Customized Strategy
04
Implementation
01
Initial Consultation
We begin with a friendly, no-obligation meeting to understand your financial goals, challenges, and vision for the future.
02
Discovery & Analysis
We take a deep dive into your current financial situation, including income, assets, liabilities, insurance, and long-term objectives.
03
Customized Strategy
We craft a personalized financial plan built around your lifestyle, risk tolerance, family needs, and business interests.
04
Implementation
Once you’re confident in the strategy, we help put the plan into action — from investments to insurance and everything in between.
Professional Bookkeeping Solutions
At Strategic Bookkeeping Advisors LLC, our bookkeeping services are designed to maintain accurate records, ensure compliance, and bring clarity to your business finances. Backed by decades of industry experience, we deliver meticulous record-keeping tailored to your unique operational needs.
Core Bookkeeping Services
- Maintain accurate daily/monthly transaction records
- Complete bank and credit card reconciliations
- Process payroll and manage tax withholdings
- Prepare clean financial statements
- QuickBooks setup and optimization
Tax Planning & Strategy
- Organize records for seamless tax filing
- Track deductible expenses throughout the year
- Maintain IRS-compliant documentation
- Provide audit-ready financial records
