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Bookkeeping Services

Clean, accurate books every month, and tax-ready at year-end.

Bookkeeping Services

Clean Books. Clear Numbers. No Year-End Scramble.

We keep your books accurate every month, so you always know where your business stands, and your taxes are ready when it's time to file.

  • Monthly bookkeeping and bank reconciliations
  • Profit & loss and balance sheet you can actually read
  • Flat monthly price, quoted upfront
Free Consultation
Get a flat monthly quote, at no cost.

Tell us about your business and transaction volume. We'll recommend a plan and give you a flat price.

*Pricing depends on the number of accounts and monthly transactions. Catch-up work is quoted separately.

Why It Matters

Good Books Pay for Themselves

Organized records mean fewer missed deductions, faster tax returns, and better decisions all year.

Every month

Accounts reconciled to your bank and card statements, so errors get caught early.

3+ years

How long the IRS generally expects you to keep records that support your return.

Tax-ready

Year-end books handed straight to your tax preparer. No shoebox, no rush.

What We Handle

Everything Your Books Need

Pick ongoing monthly service, a one-time cleanup, or both.

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Transaction Categorizing

Every deposit and expense recorded in the right category, every month.

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Bank & Card Reconciliation

Your books matched to your statements so the numbers are right.

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Financial Statements

Monthly profit & loss and balance sheet, explained in plain English.

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Catch-Up & Cleanup

Months or years behind? We rebuild your books so you can file.

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Software Setup

We work in the software you already use, or help you pick and set one up.

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Year-End Tax Package

Everything your business tax return needs, ready to go.

How It Works

Set It Up Once. We Handle the Rest.

 

Free Consultation

We review your business and give you a flat monthly price.

Connect Accounts

We set up secure access to your bank and card statements.

Monthly Books

We categorize, reconcile, and close your books every month.

Reports & Taxes

You get clear monthly reports and tax-ready books at year-end.

Checklist

What We'll Need

Starting fresh or catching up? Here's what helps us get going quickly.

Don't email statements or passwords. We'll set up secure access with you during onboarding.
  • Business bank and credit card statements
  • Access to your accounting software, if you have one
  • Loan and lease statements
  • Payroll reports, if you have employees
  • Sales reports from your POS or payment processor
  • Last year's business tax return
FAQs

Common Questions

 

I'm months behind. Can you catch me up?
Yes. We start with a one-time cleanup to bring your books current, then keep them up to date each month. Catch-up work is quoted separately based on how far behind you are.
Do I need special software?
No. We can work in the accounting software you already use. If you don't have one, we'll help you choose and set one up that fits your business.
How often will I get reports?
Every month, once your books are closed. You'll get a profit & loss statement and balance sheet, and we're happy to walk you through them.
Can you also do my business tax return?
Yes. Because we already keep your books, your business tax return is faster and more accurate. Ask about bundling bookkeeping with your tax preparation.
How much does bookkeeping cost?
It depends on how many accounts you have and how many transactions you run each month. We'll give you a flat monthly price after a free consultation.

Ready for Books You Don't Have to Worry About?

Start with a free consultation. We'll recommend a plan and give you a flat monthly price.

Tax preparation, bookkeeping, and payroll for individuals and businesses. Visit our Santa Ana or Corona office, or file 100% online.

Our Offices

Mon–Fri 9 AM–7 PM · Sat 9 AM–4 PM · Sun Closed

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