Every business is unique. Because of this, accounting needs vary. To meet your company’s needs, we provide a suite of services certain to fulfill the requirements of virtually any small business.
Please review the list below. And if something you need is missing, please do not hesitate to call and ask why our services are well-matched with your needs. And if we cannot do it, we certainly know who can.
Bookkeeping Services 
- Bank Reconciliations
- Full-charge Bookkeeping
- Sales Tax / Board of Equalization Filings
- Budgeting / Cash Flow Analysis
- Income Statement & Balance Sheet Preparation
- Process Invoices
- Prepare Statements Regularly
- Customized Invoices and Statements
- Account Payable
- Account Receivable
Write Up Services - to gather the financial information for the tax return just once a year, or also able to include preparing Sales Tax Returns. We will help you - small business owner - know where you stand financially throughout the year without having to hire an in-house bookkeeper or for preparing the financial report to get SBA loan from Banks or Lending Institutions.
Financial Report
- Balance Sheet
- Monthly Profit and Loss Statement
- Quarterly Profit and Loss Statement
- YTD Profit and Loss Statement
- WIP Report (Work in Progress or Job Profitability)
- Cash Flow Forecast
- Trial Balance
- Account Payable Aging (Unpaid Bills Detail)
- Account Receivable Aging (Open Invoices)
- Payroll Reports
- General Ledger Reports
Sales Tax Services (Up Coming Soon)
- Preparation of Estimated Sales Tax Payments
- Preparation of Quarterly ST-50 Forms
- Budget Preparation
- Cash FlowForecasting
- Strategic Planning
- Tax Planning
- Preparation of Tax Returns
Tax Preparation Service (Up Coming Soon)
- Individual / Personal Returns
- Schedule C business Returns
- Partnership Returns
QuickBooks Install and Set-Up Service (Up Coming Soon)
- Setup on QuickBooks Pro
- Training and Consulting on QuickBooks Pro
