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OUR SERVICES

Monthly Bookkeeping

We offer a full suite of bookkeeping services, including but not limited to:

  • Daily Transaction Management

  • Monthly Financials and Bank Reconciliations

  • Year-end Financials for Tax Filing

  • Initial Setup and Training for Quickbooks Online

State Sales & Use Tax

We specialize in California state and local sales tax, but can also assist with other states' sales tax filing if needed:

  • Detailed calculation for monthly required prepayments

  • Quarterly sales and use tax filing 

  • Assistance with sales tax audit 

Books Clean-Up & Catch-Up

We also provide other miscellaneous bookkeeping services either on a monthly/quarterly/yearly basis or one-time basis:

  • Comprehensive Data Review and Assessment for Books Cleanup

  • Catch Up Service for One Year's Worth of Bookkeeping Done in a Month

  • Monthly and/or Quarterly Review of Your Self-Prepared Financials

  • Setting Up Tax-Ready Financials (ie. Trial Balance, Profit & Loss, Balance Sheet) Based of Your Expense and Income Tracking Records

  • Payroll Processing

  • 1099 Processing and Filing

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