Starting a new business or switching to QuickBooks? We configure your account, set up your chart of accounts, and connect your bank feeds correctly from day one. A clean setup now means fewer errors and less rework later. You'll have books built to grow with your business, not against it.
Want more control over your own books? We teach you or your team how to use QuickBooks the right way, from entering transactions to reading your reports. You'll understand what you're looking at, not just clicking buttons. That means fewer mistakes and more confidence running your numbers day to day.
Bookkeeping questions don't wait for tax season. We're available when something looks off or you're not sure how to record a transaction. Quick answers now prevent bigger cleanup later. You get a trusted resource on call, not a once-a-year conversation.
Behind on your books, sometimes by months or years? We reconcile your accounts, recategorize transactions, and rebuild your records until everything is current and accurate. Most catch-ups move faster than businesses expect once we get started. You'll walk away with clean, tax-ready books and a clear picture of where you stand.
Every bank and credit card transaction gets matched against your statements each month. This catches duplicate charges, missing transactions, and errors before they snowball. Regular reconciliation means the numbers in QuickBooks actually reflect reality. You get books you can trust, not just books that look complete.
Not sure which method fits your business? We set up and maintain either cash or accrual accounting depending on what your business needs, whether that's simplicity or GAAP-compliant reporting for lenders and investors. Your financial statements stay consistent and accurate either way. You always know your numbers reflect how your business actually runs.
Non-profits answer to donors, grantors, and boards, not just the IRS. We handle fund tracking, donor reporting, and grant compliance so your records hold up to scrutiny. Every dollar is tracked back to its source and purpose. Your organization stays audit-ready and your funders stay confident in your numbers.
Late vendor payments strain relationships and rack up fees. We manage your bill schedule, track approvals, and make sure every payment goes out on time. Nothing slips through the cracks or gets paid twice. You stay on good terms with vendors without watching due dates yourself.
Slow-paying clients hurt your cash flow more than almost anything else. We send invoices, track what's outstanding, and follow up on overdue balances so money keeps coming in. You spend less time chasing payments and more time running your business. That means steadier cash flow and fewer awkward collection calls.
A single lump revenue number hides which jobs actually made money. We set up job costing in QuickBooks so every expense and payment ties back to the right project or crew. Your reports show profit by job, not just one number for the whole business. You'll know exactly which work to take on more of and which to walk away from.
We reconcile payroll liabilities, garnishments, and employee loans, and confirm tax deposits are made correctly every month. At year-end, we verify your W-2 totals against your books so tax season starts clean, not scrambled.
We calculate, file, and remit your California sales tax on schedule, whether you file monthly, quarterly, or annually. We handle the CDTFA portal directly, so you never miss a deadline or pay more than you owe.
We build cash flow projections based on your actual numbers, so you can see what's coming in and going out before it happens. That means planning hires, purchases, or slow seasons with real data instead of guesswork.
Restaurants run on thin margins and fast-moving cash. We track daily sales, tips, vendor payments, and food costs so nothing gets lost in the shuffle. You always know your real numbers, not just what's in the register. That means faster decisions on staffing, pricing, and ordering.
Running multiple jobs at once makes it easy to lose track of what's actually profitable. We set up job costing so every expense and payment ties back to the right project. You see exactly which jobs are making money and which ones are eating your margin. That's the difference between guessing and knowing before the job is even done.
Whether you manage properties or handle transactions, real estate finances get complicated fast. We track income and expenses by property or deal, so nothing gets mixed together. Your books stay organized year-round, not just scrambled together at tax time. You'll always know how each property or deal is actually performing.
Selling across multiple platforms means sales tax, fees, and inventory pile up fast. We untangle transactions from every channel into one clean set of books. You get an accurate picture of your true profit, not just top-line revenue. That means pricing and inventory decisions based on real numbers, not guesswork.
An IRS notice or audit is stressful enough without navigating it alone. We represent you directly with the IRS, handling correspondence and documentation on your behalf. You don't have to interpret confusing letters or sit through calls by yourself. That means one less thing standing between you and running your business.
Schedule a free consultation and get a clear plan to fix your books with no obligation, no pressure.
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