Books that stay clean — month after month, year after year.
Monthly bookkeeping by a licensed CPA firm. Your accounts stay reconciled, your reports actually make sense, and tax season becomes a non-event.
What this looks like
Most owners don't need a bigger accounting department — they need someone who quietly keeps the books right. We reconcile every account monthly, categorize transactions the way the IRS expects, and hand you clean financial statements you can actually read. When tax season arrives, everything is already prepared.
- Reconciled monthly, not once a year
- Works with your existing accounting software
- Chart of accounts built for your industry
- Financial statements you can understand
- CPA oversight on every engagement
- Handoff-ready for lenders and investors
Every piece, handled by a licensed CPA.
Monthly Bookkeeping
Bank and credit card reconciliations, categorization, and month-end close on a predictable schedule.
Catch-Up & Clean-Up
Behind on bookkeeping? We rebuild prior periods so you can finally file with confidence.
Accounting Software Setup
Your accounting system configured cleanly — chart of accounts, bank feeds, and month-end workflow.
Financial Reporting
P&L, balance sheet, and cash-flow reports delivered monthly so you always know where the business stands.
Accounts Payable & Receivable
Track what you owe, what you're owed, and when cash actually lands.
Sales Tax Filings
California sales tax returns filed accurately and on time, every period.
A simple, unhurried process.
Onboarding review
We review your current books, banking connections, and reporting needs to scope the engagement.
Reconcile & clean up
Prior periods brought current so you're starting from an accurate baseline.
Monthly rhythm
Books closed each month with reports and a short summary — you always know where you stand.
Ready to talk it through?
Get a free intro call with John — same-day response most business days.