What we do.

We have experience offering a wide range of bookkeeping and financial solutions with clients in most of the continental United States, mostly California and Texas.

Services and examples of what we can offer
Service	Examples of what we can offer
Bookkeeping	Twice per week transaction coding, or as often as daily Reconcile and review all bank and credit card accounts monthly Monthly financial reports Cash flow forecasting Payroll support Bill pay Accounts payable and accounts receivable assistance Tracking vendor W-9s Distribution of 1099s Sales tax filing Year end review Budget assistance
Cleanup and catch-up	Back months brought current and tied out to your bank and card statements Prior-year corrections Clean prior periods, ready for filing A written list of what we corrected and why A call to walk through it
Select tax services	A defined set of filings we take on Document checklist and deadlines Preparation and review before anything is filed A conversation about what changed from last year Coordination with your CPA A referral when your return is outside what we take on
Special projects	One-off work outside the monthly scope Software setup and cleanup Reporting built for a lender or partner A scope and a flat price before we start The finished work, plus notes on how to keep it up Ongoing help afterward

Commonly asked for

QuickBooks Online proficiency
1099 preparedness and filing
Payroll and payroll tax support
Accounts payable and accounts receivable assistance
Select tax services
Special projects upon request

Not sure which one you need? We'll say so on the call — including when the answer is none of them.

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