About YMS Bookkeeping

A Mother-Daughter Team With Big-Firm Skill and Small-Firm Care

YMS Bookkeeping combines over 20 years of experience, advanced QuickBooks knowledge, and a personal approach that helps business owners feel supported, organized, and in control.

Yvette Shaw and Julia standing together outdoors with their dog
Our Story

Bookkeeping Support That Feels Personal, Practical, and Reliable

YMS Bookkeeping was built around a simple idea: business owners deserve clean books, clear communication, and support from people who actually care. As a mother-daughter team, YMS Bookkeeping brings together deep bookkeeping experience, modern QuickBooks knowledge, and a personal level of service that helps clients feel confident month after month.

Whether a client is catching up messy books, preparing for tax season, managing payroll, or trying to understand job profitability, YMS Bookkeeping focuseson making the numbers easier to manage and easier to understand.

Why Clients Choose YMS Bookkeeping

Experienced Bookkeeping With a Human Touch

Personal Support

You are not passed around a large firm. YMS Bookkeeping offers responsive, relationship-based support from people who know your business.

Accurate, Organized Books

Every month, YMS Bookkeeping helps keep your records clean, reconciled, categorized, and ready for better decisions.

Industry-Specific Experience

From construction and trades to medical practices and professional services, YMS Bookkeeping understands the details that matter.

QuickBooks Knowledge

Setup, cleanup, review, training, and ongoing QuickBooks support designed to make your system work better.

Experience You Can Trust

More Than 20 Years Helping Businesses Stay on Top of Their Numbers

With decades of bookkeeping experience and advanced QuickBooks knowledge, YMS Bookkeeping helps business owners move from scattered, stressful financial records to organized, accurate, tax-ready books.

Client Checklist

What Clients Count On

Serving Walnut Creek, Contra Costa County, the greater Bay Area, and clients beyond.

Meet the Team

A Small Team That Treats Your Business Like It Matters

YMS Bookkeeping is intentionally personal. Clients work with a dedicated team that values accuracy, communication, and long-term relationships. The mother-daughter foundation of the business gives YMS Bookkeeping a warm, dependable feel while still delivering professional bookkeeping systems and support.

Yvette M. Shaw, CPB

Founder & President

Yvette brings more than 20 years of bookkeeping and accounting experience to YMS Bookkeeping. She is a Certified Public Bookkeeper and QuickBooks Online Advanced ProAdvisor who has helped hundreds of businesses throughout the Bay Area and across the country stay organized, accurate and financially confident.

Outside of work, Yvette enjoys sharing God’s word, oil painting, spending time with family and friends, and exploring nature with her dog, Millie.

Julia Shaw of YMS Bookkeeping standing outdoors

Julia Shaw

Account Manager

Julia earned her Bachelor of Business Administration with a concentration in Accounting from the University of Massachusetts Global, graduating Summa Cum Laude. As Account Manager, she is known for her exceptional organization, attention to detail and ability to keep client work running smoothly.

Outside of work, Julia enjoys reading, writing, watching movies and spending time with family, friends and her dog, Millie.

How We Work

A Clearer Path to Organized Books

01

Understand Your Business

YMS Bookkeeping startsby learning where your books stand, what systems you use, and what kind of support you need.

02

Clean Up and Organize

Whether your records are current or behind, YMS Bookkeeping helps categorize, reconcile, and organize your bookkeeping.

03

Keep You Moving Forward

With ongoing support and clear reports, you can make better decisions and stay ready for tax season.

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