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(707) 334-1434
(707) 334-1434
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We recognize that every business has unique bookkeeping needs. Our flexible bookkeeping services include customized solutions tailored to match your specific requirements.
Monthly Bookkeeping Review: Accurate and organized financial records are essential. Let us review your books each month, assist with updating, fix errors, guide you with tips and advice, and ensure that your bookkeeping records remain on track. In addition, a financial reports package will be provided to you each month.
Financial Reporting: We create clear, concise monthly and year-end financial statements that help you make informed decisions and a clear overview of your business’s financial health.
Full-Service Bookkeeping: may be offered on a case-by-case basis.
Are your books a mess? We specialize in cleanup and optimization. Let us streamline your financial data and ensure accuracy.
Cleanup: We’ll eliminate errors, clean up duplicate entries, reconcile accounts to statements and ensure accurate financial records.
Chart of Accounts Review: Ensure your chart of accounts reflects your business accurately.
Tax Ready: Contact promptly to have your books ready before the tax filing deadline.
We can help if you are new to QuickBooks or not familiar with it.
Setup: We can help you setup your books from Settings to Chart of Accounts and other sections that may be required to get the books ready for your new business.
Training and Support: We can show you how to use the software effectively with training sessions scheduled personally for you using web services (such as Zoom).
Navigating the complexities of tax laws and ever-changing tax landscape can be daunting. We are here to simplify the process for you.
Individual Tax Returns: We prepare and file individual tax returns accurately and on time. This includes rental properties and Schedule K-1s.
Business Tax Returns: From sole proprietorships to corporations, we handle your small business tax filings.
Tax Advice & Planning: Minimize your tax liability with timely planning. We identify opportunities to reduce your tax liability legally.
Maximizing Deductions: Let us help you take advantage of all available deductions.
Tax compliance: is the accurate filing of required tax returns in good time and the up-to-date payment of all tax liabilities. We help taxpayers meet their tax obligations and avoid penalties.
As part of cleanup of your account books, we can help rectify any issues that may exist in payroll numbers recorded in the books and reconcile them to the payroll reports to ensure accuracy.
Are you a small business owner? Simplify your tax reporting with our support to ensure timely filing and to avoid penalties. We can assist you with Form 1099-NEC filings for your non-employee compensation, ensuring accurate reporting and compliance with IRS regulations. The deadline for filing these forms is usually January 31st.
Staying compliant with sales tax regulations is essential for businesses. We help you meet your obligations for filing sales tax returns accurately and on time in California.
Planning is an important aspect of your financial journey. Financial planning tailored for individuals needs can be provided including for retirement planning.
We’re committed to understanding your individual situation and providing personalized solutions.
We offer a solution that combines cleanup of bookkeeping and tax preparation services.
Let us simplify your financial matters so you can focus on what you do best!
No surprises—our pricing is transparent and competitive!
Feel free to reach out for more details or to schedule a free, initial consultation!