Bookkeeping
Monthly bookkeeping, catch-up and clean-up projects, and year-end tax-ready books, built to roll straight into your business return.
Book Free ConsultationSmall business owners across California who need reliable books, whether they're starting from scratch, behind on prior months, or want monthly maintenance that connects directly to their tax return.
Because we also prepare your tax return, year-end books are delivered as a tax-ready package, with no separate hand-off to a different firm.
We learn about your business, what state the books are in, and whether you need monthly bookkeeping, catch-up, or clean-up.
We explain what's needed, what documents to gather, and how pricing will be determined.
You provide access to bank and credit-card statements, payroll reports, and prior books through the secure portal.
We categorize transactions, reconcile accounts, and follow up on anything unclear. For clean-ups, we also correct prior posting errors.
We deliver profit and loss, balance sheet, and other reports as agreed, and review them with you so you can use the numbers to run your business.
Pricing depends on the type of service, filing complexity, number of income sources, number of states, business activity, bookkeeping condition, payroll needs, and whether prior-year or amended filings are involved. During the consultation, we review your situation and provide clear pricing before work begins.
We work with common bookkeeping, payroll, and tax systems and can help organize your records into a tax-ready format. Our process also uses secure document collection.
Yes. Catch-up bookkeeping is one of our most common projects. We import historical bank and credit-card data, categorize transactions, reconcile accounts, and prepare year-end statements so the business return can be filed cleanly.
Catch-up means the books haven't been kept at all and we need to build them from source documents. Clean-up means books exist but have miscategorizations, unreconciled balances, or other issues that need to be corrected before they can be relied on.
Yes. Because we prepare both, year-end books roll directly into the business return. You get a tax-ready package rather than a hand-off to a separate firm.
Profit and loss statements, balance sheet reports, and year-end financials. We can customize the format and frequency based on your needs.
Other services that may help:
Book a free consultation and we'll walk through your situation and next steps.