Small Business Accounting, Bookkeeping, & Taxes | California

Get the Accounting & Tax Support You Need

We'll help you maximize your savings, improve your cash flow, and achieve your long-term goals.

Outsourced Accounting | One Service Includes Everything

Get a Full Accounting Team for a Fraction of the Cost

For the cost of a part time admin, you can get tax planning, bookkeeping, payroll and year-end tax returns with our outsourced accounting model.

We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.
Provide an in-depth analysis of your taxes, financial situation and accounting system.
We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.
We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.
We'll set you up on the best payroll, and either run it for you or equip your staff to do it.
We'll help you plan for your taxes throughout the year, which eliminates year-end surprises. Never overpay or build up a huge tax bill.
We'll provide monthly or quarterly reports and management dashboards for key performance indicators.
We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.
We'll close out your books and perform high levels of year end reporting.
We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.
We'll prepare & file your taxes.
We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.

Tax Advisory & Strategy

We Help You Plan for Tax Efficiency and Financial Success

We'll work with you year-round to develop proactive strategies that minimize your tax liability and maximize your financial resources.

Tax Reduction Strategies:  We'll identify deductions, credits, and other opportunities to reduce your tax burden legally.

Long-Term Tax Planning:  We'll help you build a tax-efficient business structure for lasting financial health.

Strategic Financial Guidance:  We'll provide expert advice to help you make informed decisions that align with your tax and financial goals

Business Tax Preparation

Accurate & Stress-Free Tax Preparation

We'll meticulously prepare and file your business tax returns, ensuring accuracy, compliance, and timely submission to minimize your stress and maximize your deductions.

Error-Free Filing:  We'll double-check every detail to avoid costly mistakes and potential audits.

Maximize Your Deductions:  We'll identify every eligible deduction and credit to minimize your tax liability from S-Corp to LLC.

Enrolled Agent Expertise:  Benefit from the highest credential awarded by the IRS, guaranteeing top-tier tax preparation services.

Bookkeeping

Get Accurate, Organized, and Compliant Financial Records

We'll meticulously track your income and expenses, ensuring your financial records are always up-to-date, accurate, and ready for tax season.

Monthly Bookkeeping:  We'll eliminate the risk of costly mistakes and ensure your books are audit-ready.

Organized Financial Records:  We'll categorize and reconcile your transactions, providing a clear picture of your financial health.

IRS Compliance:  We'll keep you compliant with all tax laws and regulations, minimizing your risk of IRS penalties.

Payroll

Payroll Management Made Easy

We'll take the hassle out of payroll processing, ensuring your employees are paid accurately and on time, every time.

Accurate and Timely Payments:  We'll handle all aspects of payroll processing, from calculating wages and taxes to distributing paychecks.

Simplified Tax Compliance:  We'll ensure all payroll taxes are filed and paid correctly, keeping you compliant with federal, state, and local regulations.

Reduced Administrative Burden:  Free up your time and resources by outsourcing your payroll management to our expert team.

Business Entity Formation

Start Your Business Journey on the Right Foot

We'll guide you through the process of choosing the right legal structure for your business, ensuring compliance and setting up streamlined accounting systems.

Maximize Tax Benefits:  We'll ensure your business is structured to take advantage of available tax deductions and credits.

Seamless Formation:  We'll handle all the necessary paperwork and filings to ensure your business is legally established.

Compliance and Protection:  We'll help you understand and meet your ongoing compliance obligations to protect your business and personal assets.

Business Succession Planning

Plan for a Tax-Efficient & Financially Secure Transition

Get comprehensive financial and tax planning to minimize your tax liability and ensure a smooth financial transition for your business and your successors.

Tax Optimization:  We'll identify strategies to minimize taxes during the succession process, preserving your wealth and maximizing the value of your business.

Estate Planning:  We'll work with you to develop an estate plan that protects your assets and ensures a smooth transfer of ownership.

Financial Security:  We'll help you plan for your retirement and ensure your financial security after the transition.

Business Coaching & Consulting

Transform Your Business & Achieve Breakthrough Results

We'll help you identify roadblocks, develop creative solutions, and implement effective strategies to achieve your business objectives.

Personalized Coaching:  We'll work with you one-on-one to identify your goals, develop action plans, and track your progress.

Achieve Sustainable Growth:  We'll help you build a strong foundation for your business, ensuring long-term growth and profitability.

Accountability and Motivation:  We'll help you stay focused, motivated, and on track to achieve your goals.

IRS Tax Resolution & Representation

Get the Tax Relief You Need and Deserve

Our Enrolled Agents have the knowledge and experience to effectively represent you before the IRS and help you resolve any tax-related issues.

Reduce Your Tax Liability:  We'll explore all options to reduce the amount you owe and find a manageable payment solution.

Avoid Penalties and Interest:  We'll work to minimize or eliminate penalties and interest charges.

Protect Your Rights:  We'll ensure your rights are protected throughout the entire process.

Fractional CFO

Build a More Profitable Business with Our Fractional CFO services

We provide strategic financial guidance and support to help you make informed decisions, optimize your resources, and achieve your business goals.

Strategic Planning & Analysis: We'll help you develop a clear financial roadmap, analyze key performance indicators, and make data-driven decisions.

Financial Forecasting & Modeling:  We'll create accurate forecasts and models to help you anticipate future needs and make proactive adjustments.

Cash Flow Management & Optimization:  We'll help you improve your cash flow, secure funding, and manage your working capital effectively.

Is Your Tax Strategy Working For You? Do You Have One?

Don't Overpay Another Year.
Find out how. Schedule a free consultation today.