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On-site Bookkeeping
We’ll come to you and look after all your bookkeeping needs including Bank and Credit Card Reconciliations, Accounts Payable, Accounts Receivable and Custom Reporting and leave you with all accounts up to date on a weekly, monthly or quarterly basis.
Off-site Bookkeeping
We can also pickup your paperwork and process your accounts off-site. You will then receive an organized set of accounts as well as detailed reports to help you organize your business better.
Small Business Bookkeeping and Accounting
Bank Reconciliations
Credit Card Reconciliations
Accounts Receivable
Accounts Payable
Payroll
Bookkeeping Clean Up
Income Statement, Balance Sheet, General Ledger, Statement of Cash Flow
Business Analysis & Strategic Consulting
Financial Reporting
Cash Flow Reporting
Custom Reports
Sales Tax Filing with the State Board of Equalization
Budget Coach
We provide coaching and consulting for your budget management needs. Creating clear and straightforward budget plans designed for your business to make your business grow, easily and effortlessly.
Marketing
What works for your company? How can you increase your ROI and where should you start? We can provide a detailed marketing analysis of where your business currently is, where you would like your business to be, and profitable plans on how to get there.
Tax Preparation and CPA Coordination
We will prepare your books, accounts and reporting so they will be in perfect shape for tax season.
We will coordinate with your accountant and assist you during tax season in order to get your taxes filed correctly and on time.
Software Installation and Training
We can provide you with the right software program and version for your business as well as installation and training services such as QuickBooks Setup, QuickBooks Tune-up and QuickBooks Training & Consulting, customized to your business.
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