Services
Consultation & Ongoing Reviews
✔ Initial Consultation
Meet & greet, fact-finding, and goal alignment to tailor services to your exact needs.
✔ Quarterly Financial Check-Ins
Review accounts, provide recommendations, and identify opportunities to strengthen internal controls.
Books & Records Management
✔ Data Entry & Reconciliations
Accurate record-keeping and account reconciliation to ensure your books are always up to date.
✔ Financial Reports
Timely preparation of profit and loss statements, balance sheets, and general ledger summaries that meet audit standards.
Quickbooks Management
✔ Bill Pay & Invoicing
Full-service QuickBooks support, including payables, receivables, categorization, and reporting.
✔ Accounts Payable Oversight
Stay current and in control of what’s due, what’s paid, and what needs attention.
Optional Strategic Services
✔ Professional Collaboration
We coordinate directly with your CPA, attorney, or financial advisor to ensure seamless, comprehensive planning.
✔ Referral Network
Connect with trusted professionals for tax planning, estate law, or investment strategies.
Notary Services
✔ Licensed California Notary Public
Certified to notarize a wide range of legal and financial documents including power of attorney, affidavits, real estate forms, and more.
✔ Secure & Professional
Handled with the same attention to detail and confidentiality you trust from our bookkeeping services.
