Independent Bookkeeping Professional

Some business owners hire a bookkeeper or an accountant only to prepare their tax returns.  Accurate and consistent bookkeeping throughout the year will provide you with key insights to make well informed business decisions.


Contact Us Today for a meeting to review your bookkeeping needs.


Bookkeeping Services

Whether your business is new or well established, corporation or sole proprietor, we are committed to providing you with excellent service.  

We offer whatever service level you need.  We can process your accounts receivable, accounts payable, import the banking and credit card data into QuickBooks, reconcile and review.  We will reconcile the payroll and sales tax reports with your bookkeeping to be sure of accuracy.  If you just need your Quickbooks accounts and transactions cleaned up, we can help there too.  We have a passion for helping businesses get their bookkeeping organized and efficient.

  • Corporations

  • Sole Proprietors

  • Non-Profit Corporations

  • Exempt Organizations

  • LLC & Partnership Organizations

Payroll Service

We currently offer payroll processing for one to five employees.  We manage your payroll through a third party payroll processor such as Intuit, Paychex or other processor of your choice.  

Preparation of 1099's

We can prepare your 1099's at year end after a complete review of your bookkeeping.   Accurate reporting of the 1099's are essential. 

Sales tax preparation

We have extensive experience with preparing sales tax returns.  Whether you have multiple state sales, or just sales within California, we can help.  We can streamline your processing of your sales tax filings by setting you up to file and pay electronically.

If your are getting notices from the Board of Equalization, we can help.  But if you have serious issues with your sales tax and have levies pending, we can refer you to a sales tax expert professional.

We can work with your CPA or Tax Professional

We honor your relationship with your CPA or Tax professional.  We will provide a smooth flow of information for your tax preparation.

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