Small Business Bookkeeping Services in California
Our clients consist of small businesses and professional service firms, typically between 1 – 10 employees, including Trust and Estate Bookkeeping (link to more info here).
Our main client base consists of attorneys, doctors, chiropractors, web designers, architects, consultants, real estate investors, and non-profits.
Data entry and reconciliation of transactions from Bank and Credit Card statements
Phone meetings to review the numbers, typically twice per year
Prepare accurate and timely financial reports on a monthly basis
Access financial reports online with Quickbooks Online
Our Clients:
- Small businesses, typically between 1 and 10 employees.
- Our main client base consists of attorneys, doctors, chiropractors, web designers, consultants, non-profits, real estate investors, and other service-based companies.
Our Processes:
- On a monthly basis we reconcile bank statements, credit card statements, and prepare your financial statements.
- Three staff members are assigned to each client: a Preparer, Reviewer, and Manager Review. This ensures that all transactions are being recorded properly and that several members of our team are familiar with your books.
- We value systems and accuracy. A customized client checklist is created to be sure that all accounts are being reconciled according to your needs, and the statements are ready for your tax preparer.
Accurate and timely financial statements help you:
- See your business trends clearly and easily.
- Make informed decisions.
- Increase the value of your company.
- Improve access to financing.
- Control costs: ensure all expenses are confirmed, and reduce tax return preparation expense.
- Minimize stress at year-end: your financial statements will be ready for your tax preparer.