Expert Bookkeeping
Your Dedicated Bookkeeper
Boost Your Profits
Your Personal Bookkeeper: Accessible any time with a secure online portal.
Clear Monthly Reports: Insights to boost profits and streamline expenses.
Tailored Solutions: Bookkeeping and consulting for contractors and home service companies.
Expert Support Anytime: Fast business growth with 24/7 access and personalized tips.
Missed Tax Deadlines: Late filings or incorrect tax payments leading to penalties
Disorganized Records: Receipts, invoices, and financial documents scattered or missing.
Overdue Invoices: Delayed customer payments because invoices aren’t sent or tracked on time.
Missed Growth Opportunities: Inability to plan or quote accurately or secure funding due to incomplete or inaccurate financial data.
Wondering if you should BE HERE? Core benefits are:
We’ll talk about your current situation, your desired outcomes, current roadblocks and how we can help you overcome them, so that you can have the business of your dreams, with time off to enjoy life.
We’ll organize and clean up your books, then automate as much as we can. You’ll get accurate monthly reports with simple charts to show where your business stands. Your numbers will be ready for taxes or audits, and our sister company, Accuedge Accounting, can handle tax prep or audits with a licensed California CPA.
We’ll also share easy tips to simplify and grow your business, like automating phone answering, scheduling, billing, and more. We’ll help set up the tools you choose and train you or your team to use them quickly. In just a few months, you’ll likely see higher profits and smoother operations!
Your business will feel easier and less stressful. You’ll know your numbers are right, your taxes are ready, and your books are organized. You’ll save time, make smarter choices, and see more profits. With simple systems and our support, your business will run smoother, giving you more freedom to focus on growing and enjoying what you do.
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We offer fixed subscription fees for predictability, with optional add-ons for flexible, tailored services. Beyond bookkeeping, we prioritize delivering value through financial insights and recommendations, with fees ranging from $250 to $1,250 per month
This outlines security requirements for all staff to ensure the confidentiality, integrity, and security of client and company data. Here's a summary:
Key Work Environment Standards:
Secure Wi-Fi Connection: Use private, encrypted Wi-Fi (WPA3/WPA2) with strong passwords; avoid public networks.
Device Security: Work only on approved devices with updated antivirus, firewalls, and operating systems.
Access Control: Use strong passwords, enable multi-factor authentication (MFA), and lock devices after 5 minutes of inactivity.
Physical Workspace: Work in a dedicated, secure workspace to restrict access and protect sensitive documents.
Secure Data Handling: Use approved platforms for file sharing and backups; avoid unnecessary printing.
Communication Standards: Use secure, company-approved tools for all communication.
Incident Reporting: Immediately report breaches, suspicious activity, or device loss to the company’s IT team.
QuickBooks is a powerful tool, but it takes expertise to get the most out of it. We go beyond basic bookkeeping by providing custom advice, helpful tips, and strategies to help your business grow—things QuickBooks can’t do on its own.
We will have your numbers ready for taxes, and our sister company, Accuedge Accounting, offers full tax preparation and audit services with a licensed California CPA.
Simply call or email us and we will usually answer your question or call you back within the hour, if it is during regular hours. After hours, it will be the first thing the next morning.