“We are genuine people who understand the challenges of managing and operating a business. We take pride in working with entrepreneurs by providing hands-on, proactive guidance. And, we’re known for being pleasant and professional to work with!”
Meet the
Co-Founders
Joan Shayer
An early start in customer service opened the way to a career as a sole proprietor in several fields including manufacturing, retail, business management, construction, bookkeeping, and accounting.
A Masters in Education with a concentration in psychology led to 17+ years as an education and resource specialist. My goal is to be the resource small businesses and individuals need to organize the demands of financial life.
Kristine Y. Vail, CPA
As a CPA with over 20 years of experience in Southern California, I know exactly how fast a small business moves. Between serving your customers and managing daily operations, there simply aren’t enough hours in the day to keep up. I’m here to untangle your bookkeeping and give you clear financial data, so you always know exactly where your business stands.
You’ll find I’m responsive, easy to work with, and an attentive listener who appreciates that everyone's needs are different. When I am not balancing books or diving into tax codes, you can usually find me exploring new cultures and cuisines and I’m a massive fan of historical fiction and documentaries.
“OSWN Bookkeeping emerges as a standout choice for small businesses seeking professional, accurate financial management. Clients highlight OSWN’s expertise in managing financial records and maintaining accurate bookkeeping, noting that it has transformed the way they approach their finances. From the outset, the team shows a strong commitment to understanding each business’s unique needs and tailoring services accordingly. Their deep knowledge of bookkeeping principles ensures financial transactions are recorded accurately and efficiently. Reviewers describe OSWN as highly professional, a pleasure to work with, and praise their secure, organized process for uploading information and communicating regularly. For business owners who feel overwhelmed by the financial side of operations, OSWN offers a reassuring, high-caliber partner, blending personalized attention with reliable, detail-oriented bookkeeping and tax-related support.” - Nextdoor.com
Organizations We Support
We believe in giving back and when you work with OSWN Bookkeeping you can trust we are supporting the community through the following organizations:
Schedule Your Complimentary Call
The first step is to schedule a no-obligation, complimentary consultation so we can learn about your small business accounting needs. Our dedicated team understands the challenges small businesses and individuals face when it comes to financial organization. We provide frequent and open communication and proactive guidance.
Please fill out the form on this page to get the process started! We will contact you within 1-2 business days.