Services

Bookkeeping built for small business reality.

From day-one QuickBooks setup to year-end CPA handoff, we handle the full back office so you can focus on the work that pays the bills.

What we do

Six service areas. One consistent standard.

Routine bookkeeping

  • Monthly transaction coding and categorization
  • Bank and credit card reconciliation
  • Accounts payable and bill pay
  • Accounts receivable and invoicing
  • Month-end close — books delivered by the 15th

Financial reporting

  • Profit & loss with month-over-month comparisons
  • Balance sheets reconciled to source documents
  • Cash flow tracking and forecasts
  • Budget preparation and variance reports
  • Feasibility reports for new ventures or expansions

Compliance & filings

  • Sales and city/municipal tax filings — multi-jurisdiction
  • Cannabis-industry bookkeeping with deep California experience
  • 1099 preparation and contractor management
  • Workers compensation reporting
  • Year-end packages your CPA will thank you for

Construction-specific

  • Job costing and WIP (work-in-progress) schedules
  • Subcontractor and 1099 management
  • Certified payroll for prevailing-wage projects
  • Equipment tracking and depreciation
  • Cost-to-complete analysis and bid support

Payroll & HR

  • Full payroll processing on your schedule
  • Quarterly payroll filings (941, state)
  • HR support for small teams
  • Time tracking integrated with QuickBooks

QuickBooks services

  • New file setup and chart of accounts design
  • Cleanup of damaged or neglected files
  • Conversion from Desktop to Online
  • Training for your in-house staff
  • Ongoing Certified ProAdvisor support
Industries

Where we have deep experience.

Decades of work across these industries — we know the chart of accounts and the operational quirks before we start.

ConstructionGeneral + specialty trades
CannabisCultivation, retail, processing
Salons & SkincareSingle & multi-location
ProductionFilm, video, creative
Professional ServicesConsultants & agencies
StartupsFirst-time accounting setup
How we work

Five steps, no surprises.

1

Discovery call

Free 30 minutes about your business and where the books stand today.

2

Scope & proposal

Flat-fee or hourly proposal based on volume and complexity.

3

Onboarding

Secure access, document collection, baseline reconciliation.

4

Monthly rhythm

Books closed by the 15th. Reports delivered. Questions answered.

5

Year-end

Clean handoff to your CPA. No frantic January, no expensive cleanup.

Not sure which services you need?

That's what the discovery call is for. We'll tell you straight.

Schedule a free consultation