Services

Full-Service Bookkeeping

Monthly bookkeeping for small and medium-sized businesses. Transaction categorization, bank and credit card reconciliation, and financial reporting you can actually use.

Catch-Up Bookkeeping

Cleanup work for books that are months or years behind. We'll get you current and back in control.

Bill Payment

Managing the full accounts payable cycle so vendor bills are tracked, scheduled, paid on time, and recorded cleanly in your books.

Invoicing

Customer invoices are sent out and payments are applied against them as they come in. Your accounts receivable stays current and you always know who owes what.

Payroll System Setup & Training

One-time payroll system configuration with hands-on training so you can run payroll on your own with confidence.

Full-Service Payroll

Running payroll every pay period including tax deposits, quarterly filings, and year-end W-2s.

1099 Preparation

Preparing and filing 1099 forms for contractors and vendors so you meet IRS deadlines without the year-end scramble.

QuickBooks Online Setup & Training

A one-time engagement to configure QuickBooks Online for your business and teach you how to use it properly. The file is built correctly from day one and you leave knowing how to work inside it.

Sales Tax Management

California sales tax handled from rate tracking to filing. Accurate submissions, on time, every period.

External Controller

Senior-level accounting oversight for businesses with an in-house bookkeeper or accounting team. A second set of eyes on the work being produced internally.

Budgeting & Cash Flow Forecasting

Building budgets and cash flow forecasts so you can plan for expenses, spot shortfalls before they hit, and make decisions with real numbers.

Financial Strategy

Analyzing financial data to guide decisions on growth, profitability, pricing, and where to put your resources.

Fractional CFO

Part-time CFO-level support for businesses that need senior financial leadership without the full-time hire.

Construction Job Costing

Project-level tracking of labor, materials, and subcontractor costs so you know which jobs make money and which don't.

Inventory Accounting

Tracking materials, supplies, and inventory items with proper counts and valuations so your books reflect what you actually have on hand.

Real Estate Property Management Accounting

Accounting for property managers covering operating expenses, CAM reconciliations, lease-level billing, and tenant charges.

Real Estate Development Accounting

Development accounting for ground-up projects, tenant improvements, and everything in between.

Yardi Accounting Implementation

Setting up the accounting side of Yardi the right way from the start, including chart of accounts, property records, and reporting.