Cephas Financial Group mark Cephas Financial Group
Bookkeeping · Tax · Advisory

Bookkeeping and financial guidance built for people who'd rather run their business than run a spreadsheet.

Less clutter. More focus. Better life.

Monthly bookkeeping, tax preparation, and financial planning for small business owners, freelancers, and veterans across the Bay Area.

Cephas Financial Group logo
Founder of Cephas Financial Group

Rock-solid books, from someone who's been where you are

Cephas Financial Group was founded by Peter to give small business owners, freelancers, and community organizations a clear and practical picture of their finances. The name comes from the Aramaic word for "rock," and that's the goal for every client: a steady foundation to build on.

Before starting Cephas, Peter served in the U.S. Marine Corps and worked in financial accounting for a multiemployer union pension fund, preparing and reviewing multimillion-dollar financial statements, conducting variance analysis, and supporting budgeting and forecasting cycles, alongside 1099 and W-2 processing for plan participants. That same attention to detail now goes into every client relationship.

U.S. Marine Corps Veteran QuickBooks Online ProAdvisor Church Bookkeeping Experience UC Berkeley, Political Economy BA
Who we serve
Small Business Owners Freelancers & Contractors Veterans

How it works

Three steps from first message to a clear, current set of books.

1

Reach out

Call, WhatsApp, or send a message. We'll talk through your business and what support looks like.

2

We review your books

We assess where things stand today, whether that's a clean start or a catch-up project.

3

You get clarity

Accurate, current books each month — and a clear picture of where your business stands.

Services

Straightforward bookkeeping support, priced simply for where your business is today.

Monthly Bookkeeping

Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.

  • Bank & credit cards reconciled monthly
  • Smart rules for automated categorization
  • Financial statements delivered within 15 business days
  • Email support for quick money questions

Cleanup or Catch-up

Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.

  • Rebuild months or years of records
  • Use advanced tools to import statements
  • Every transaction reviewed and corrected
  • Tax-ready handoff for your CPA

Essential

Simple, accurate bookkeeping every month

$300–$350/month
  • Monthly bank and card reconciliation
  • Expense categorization with bank rules
  • Monthly financial statements

Best for freelancers and solo owners under $100k revenue

Get started

Let's simplify your books

Reach out for a conversation about your business and what support looks like for you.

Serving small businesses and organizations throughout the Bay Area, CA

Or send a message directly