Small business bookkeeping in Orange County and Southern California

What's included

• Bank, credit card and loan reconciliations every month
• Income and expense categorization
• Monthly profit and loss statement and balance sheet
• Accounts receivable and payable tracking
• Year-end close and handoff to tax preparation
• 1099 vendor tracking

Monthly, annual or catch-up

Monthly bookkeeping suits businesses that want current numbers all year. Annual bookkeeping suits owners with fewer transactions who only need clean books at tax time. Catch-up bookkeeping brings months or years of backlog up to date.

QuickBooks setup and clean-up

Starting a new business, or inherited a messy QuickBooks file? We set up QuickBooks Online with a chart of accounts that fits your business, connect your bank feeds and fix past miscategorized entries.

Who we work with

Sole proprietors, freelancers, contractors, real estate professionals, service businesses and small retail and e-commerce shops in Orange County, Los Angeles County and Riverside County, plus remote clients across the U.S.