Bookkeeping & Tax Services.
Our professional online bookkeeping services provide accurate monthly bank reconciliation, account payables processing, and account receivables collections for a seamless month-end close using QuickBooks online.
Plans starting at $750 per month.
OUR ACCOUNTING SERVICES
How We Keep You On Track.
Our comprehensive bookkeeping services cover a wide range of financial tasks to help your business stay organized and compliant. Explore our specialized services to see how we can support your business’s financial health.
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We aim to improve on your reporting which starts with a solid chart of accounts. Our team refines what you have so our fractional CFO's can build solid budgets and cash flow forecasts from the financial statements.
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Detailed tracking and categorization of business expenses to ensure clarity and accuracy in reporting.
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We offer efficient and diligent payroll services to ensure accurate and timely payment for employees, while handling tax withholdings and reporting.
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Comprehensive tax preparation services to ensure compliance and maximize deductions for businesses and individuals. Our team has experience across every industry and will recommend taking advantage of the R&D Tax Credit if possible.
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Assistance in preparing financial documents and organizing records to ensure smooth and efficient audits. From providing samples to auditors to detailed P&L's, we have you covered during this process.
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Preparation of and reporting of detailed financial statements across your profit and loss statement, balance sheet, and cash flow report. You will receive timely financials after the month-end close for your executive team.
Meet Andi Chen.
CPA | Head of Accounting
Andi Chen is our Senior Bookkeeper and Head of Accounting and Tax Preparation Services, bringing years of expertise in bookkeeping, financial reporting, and tax compliance. Whether it's handling payroll, tax filings, or complex financial statements, you can trust Andi to provide reliable and efficient accounting support tailored to your needs.
Bookkeeping FAQs.
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Our bookkeeping services include managing transactions, preparing financial statements, reconciling bank accounts, QuickBooks setup, and tax preparation. We tailor everything to exactly what you and your company needs.
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Our team has over 50 years of combined experience in both public and private accounting, providing expert bookkeeping services across various industries, ensuring accurate financial management and strategic guidance. Read more in the About Us section.
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Simply contact us for a free consultation and estimate, and we’ll discuss how our bookkeeping solutions can be tailored to meet your business’s needs.
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Yes, we can create tailored package deals that bundle multiple services like CFO management, financial forecasting, and operational consulting at a competitive price.
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Our bookkeeping services start at $750 per month, typically covering businesses with 125 transactions or more. This can include managing deposits, expenses, payroll, inventory, asset purchases, journal entries, and preparing monthly financial statements.
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Yes, we offer QuickBooks setup, integration, and training to ensure your financial records are organized and accessible.
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Yes, we can collaborate with your current accountant or tax advisor to ensure a seamless financial process for your business.
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We typically update financial records on a weekly or monthly basis, but we can adjust based on your business needs.
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We prioritize being highly accessible to our clients. You can reach us via phone, email, or scheduled meetings, and we provide regular updates to ensure you’re always informed about your financials. Our team is available for ongoing support whenever you need assistance.
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Yes, we offer personalized estimates and contracts based on your business’s unique needs and the scope of services you require. Each estimate is carefully tailored to fit your specific goals and budget.
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