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 - Founder'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 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 golf courses and spending time with my wife and two beautiful daughters on the Central Coast. In addition I spend lots of time with my dogs, cats, pigeons and poultry on our family ranch in Edna Valley. As a Certified QuickBooks ProAdvisor, I have completed a rigorous and comprehensive QuickBooks curriculum developed by Intuit.
Jill Ozcan - General Manager's Story
Jill has been with KTB since 2013 and has over 25 years of experience as a Full Charge Bookkeeper. She is our General Manager and is also a Certified QuickBooks Pro Advisor. Jill assists in all aspects of client onboarding and optimizing our service quotations to exceed the expectations of our clients without exceeding their budgets. She specializes in software conversions, installation, training and troubleshooting. Her skills are extensive and include all aspects of bookkeeping, payroll and government reporting. Jill’s attention to detail, efficiency and respected client relationships make her a valued member of the team. Jill comes to us from Bakersfield and when she's not Keeping the Books, she is enjoying her family and 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.
Samantha Gingg's Story
Our newest team member, Samantha came to us in 2020. With a passion for numbers, a love of bookkeeping and a strong grasp of the latest technologies Samantha fills a critical role here at KTB. As she grows her clientele, she is heavily relied on for data entry and special projects. This allows KTB to take on clients with out of date books and onboard new clients year round! Samantha was born and raised here on the Central Coast. When she is not working, you can find her cooking, baking, or hanging out with her cats. Welcome to the KTB team Samantha!
Kim Alexander's Story
A bookkeeper since 1992, Kim is experienced and dedicated to client satisfaction. She brings 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 came to us in 2013. A bookkeeper since the late 90's she stepped right into the role of client manager for many of our clients. Robyn has many strengths and few weaknesses when it comes to bookkeeping. She can handle the most complex tasks spanning across all industries. Robyn recently moved to Arizona but thanks to technology it feels like she is still right here with us and she has uniquely positioned herself as our only 100% offsite team member. We defer to Robyn to help with those of our clients who need regular monthly or quarterly support. One of our main goals at KTB has always been to employ the best bookkeepers in our area, and thanks to her outstanding performance over the years we are thrilled to retain her services regardless of her home address. If you are working with Robyn, to say you are in "good hands" is a dramatic understatement!
Jennifer Strauser's Story
Jennifer has been a professional bookkeeper since 2010. She has worked with clients across multiple industries. KTB hired Jennifer in 2023 to fill a much needed position in our Corporation. When Jennifer is not keeping the books, she enjoys being outdoors in nature, hanging out with her dog and scuba diving...especially with dolphins!
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Our Location
| 1108 Garden St. Suite 212 San Luis Obispo, CA 93401 |
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| (805) 549-0002 |
