Personalized Bookkeeping Services
  
As a small business owner it can be an overwhelming task to keep track of your own books. We can help by serving as your accounting staff, or simply augment the one you already have. Our CPA experience has proven to find ways to save our clients money that their bookkeeper didn't even know about. We offer the following bookkeeping services using CPA experience at Non-CPA rates. Call us at (949) 829-4020 for a free consultation.
  • Monthly or quarterly bookkeeping/clean-up, see also QuickBooks Services 
  • Sales & property tax reporting
  • Reconcile your bank account 
  • Generate accurate financial statements
  • Payroll & payroll taxes, see Payroll Services 
  • Provide unlimited consultations 
Monthly or Quarterly Bookkeeping/Clean-up
 
Your "books" is the core of your company's financial records. Having us review your accounting system will allow us to hunt down any discrepancies in your bookkeeping. We can help you understand how to better make these entries, or just prepare the adjusting entries so your bookkeeping methods are clean and properly accounted for. Accurate records allow you to produce reports so we can review them with you and help you achieve your business goals. Please also see QuickBooks Services if you use this program.
 
Sales & Property Tax Reporting
 
The state requires you to file sales and use tax returns. A filing frequency of quarterly prepay, quarterly, monthly, or yearly is determined based on your sales. We can file these forms for you to make sure you are paying the minimum. Also, we can help you file the business property statement and any other required forms to report property taxes. This is an important part of your bookkeeping needs and we can help.
 
Bank Reconciliation
 
Reconciling your business checking account each month allows us to keep your bank account, accounting, and taxes up-to-date. We can identify lost checks, lost deposits and unauthorized wire transactions. You will be reassured knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for. Let us help with this bookkeeping task.
 
Generate Accurate Financial Statements
 
Preparing accurate financial statements will help you analyze your operating performance and a get a handle on what needs improvement. We can analyze your financials and give you our professional recommendations to improve your company's profitability, cashflow, and growth. We hold ourselves to the highest standard when it comes to helping you achieve greater profitability and financial growth.
 
Balance sheets, along with income statements, are the most basic elements in providing financial reports to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.
 
Payroll & Payroll taxes
 
This is another piece of the accounting and bookkeeping puzzle we can help you with. See Payroll Services.
 
Unlimited Consultations
 
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our bookkeeping price, so please feel free to call us whenever you have a question or concern regarding anything bookkeeping related.
 
We are a small CPA firm with our main office in Irvine and meeting locations in Laguna Hills, Costa Mesa, and Orange. We are also members of a network of Los Angeles CPAs, Newport Beach CPAs, Huntington Beach CPAs, Long Beach CPAs, Orange County CPAs, and Anaheim CPAs.
 
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