About Us

Keeping The Books is comprised of highly qualified, experienced and dedicated bookkeepers. Although bookkeeping and payroll is our primary business, we integrate with your CPAs, EAs, Human Resources department and executive management team to ensure a hassle-free tax season. Our services go far beyond typical bookkeeping to include budgets, cash flow forecasting & financial statement analysis.

General Philosophy

Keeping The Books strives to provide the very best value in bookkeeping on the Central Coast. Our "Fraud Proof" design ensures that our clients don't have any worries about their bookkeeping systems. We also understand the importance of trust, reliability and affordability. That's why every client receives the personal one-on-one attention they deserve, with guaranteed access to the current financials they need in order to make appropriate business decisions, whether or not they have any accounting software.



Meet Our Staff

Tobin Risner's Story

I earned my Business Degree from Cal Poly in 1999, moved to San Francisco and founded Keeping the Books as a side job that same year. At the time I was the Controller for American Wine Distributors on Pier 23, using QuickBooks all day every day while overseeing others using the software in a multi-user environment. As such, I was meticulous in drafting "Standard Operating Procedures" for every aspect of the company's financial management, and was credited with establishing the most efficient, streamlined bookkeeping system the company had ever seen. I soon realized that my methods were a valuable asset, and began consulting with small business owners in the Bay Area to increase their efficiencies and train them on their QuickBooks software.

Fast forward to 2002 when I left the Bay Area, moved back to San Luis Obispo and got married. Keeping the Books started slowly picking up local clients, eventually taking on staff and moving into the heart of Downtown SLO in 2007.We've been here ever since, and intend to remain here for the foreseeable future. When I'm not Keeping the Books, you can find me on the local racquetball courts, spending time with my wife and two beautiful daughters on the Central Coast. I am the Treasurer of Central Coast Feather Fanciers and raise exotic breeds of poultry as well.

Certifications

Tobin is a Certified QuickBooks ProAdvisor. Certified QuickBooks ProAdvisors have completed a rigorous and comprehensive QuickBooks curriculum developed by Intuit. They understand the challenges you face, and can offer guidance on everything from complex accounting questions to payroll interpretation to mastering advanced features of the program. Not only have ProAdvisors taken a 3-part QuickBooks Certification course and passed comprehensive testing, they must also stay on top of the latest software developments and renew their certification annually in order to remain ProAdvisors.

Kimberly Alexander's Story

A bookkeeper since 1992, Kim is experienced and dedicated to client satisfaction, currently progressing toward obtaining Certified QuickBooks ProAdvisor status. She brings a great energy to the team and is a major reason that Keeping the Books has such a positive reputation in San Luis Obispo. We were fortunate enough to bring Kim aboard in 2008. When Kim isn't Keeping the Books, she enjoys traveling, cooking, playing the guitar and hanging out at the beach.

Robyn Aasmundstad's Story

Robyn graduated with a business degree from Washington University in St. Louis in 2000 and fell into bookkeeping shortly after. She has gained experience in many industries through her work with various small businesses and nonprofit organizations. When she's not Keeping the Books, she is pursuing balance through her work as a massage therapist. A recent transplant from Denver, she enjoys exploring the Central Coast with her partner and her dog. KTB is very fortunate to have partnered up with Robyn in 2013.

Jill Ozcan's Story

Jill has over 20 years of Bookkeeping experience. She is a Certified QuickBooks Pro Advisor specializing in installation, training and troubleshooting. Her extensive bookkeeping skills range from basic account maintenance, thru financial statements and all aspects of government reporting. Jill is our in house payroll guru. Jill comes to us from Bakersfield, when she's not Keeping the Books, she is out and about enjoying all our beautiful Central Coast has to offer!

Cherie Nelson's Story

Cherie has been a bookkeeper and accounting professional for nearly 40 years, the last 20 years on the Central Coast. She has worked for a variety of companies across many industries with strengths in Real Estate, Construction, Retail & Restaurants. She has been using QuickBooks since it came out and truly enjoys tackling large projects that entail forensic accounting and reconstruction of the financial statement through data entry and adjusting entries. Cherie puts a high value on accuracy and efficiency and truly cares about our clients and wants to be sure they can rely on and understand the financials she creates. When at play, Cherie likes to paint and garden, and volunteers with animal shelters and Veteran services. Keeping the Books is lucky to have Cherie on board!

Robin Renteria's Story

Another QuickBooks ProAdvisor on our Team! Robin grew up on the Central Coast and moved away for a while but couldn't stay gone long! She has been in the accounting field for 20+yrs, and a full charge bookkeeping since 2002. She has provided services across many industries including construction, wineries, restaurants & health/medical clinics. Robin has 2 children and in her spare time enjoys art and she is a certified Doula! When Robin is not keeping the books she likes to hike, be outdoors, travel and enjoy great food and wine.

Carie Giove's Story

Carie came to us with over 20 years of experience using QuickBooks as a professional bookkeeper. She is currently working toward her Certified QuickBooks ProAdvisor status. She has worked for a variety of businesses including manufacturers, restaurants, retail stores and construction. Carie is also a licensed insurance agent, specializing in property, casualty and life for both personal and business. Carie is a creative problem solver who loves to help her clients run their businesses efficiently and reach their full potential. Having grown-up on the beautiful Central Coast, Carie enjoys the outdoors including camping and jet skiing with her husband and children. She’s famous for her homemade donuts.

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Our Location

1108 Garden St. Suite 212
San Luis Obispo, CA 93401
(805) 549-0002