Bookkeeping Support for San Diego's Small Businesses

With Over 5 Years

of Expert Support

BOOKKEEPING

CLEANUP

Revitalize your financial records with our cleanup services, ensuring accuracy and clarity in your accounts.

Comprehensive bookkeeping support services , with Intuit Products, to manage your finances and ensure accurate reporting for your business.

Provides a comprehensive review of both the quantitative and qualitative data existing within your QuickBooks Online account.

FULL CHARGE BOOKKEEPING

DIAGNOSTIC REVIEW

Our Process:

We begin with a complimentary consultation to assess your bookkeeping needs. The Diagnostic Review is a cost-based service that provides:

-Key areas needing attention.

-Estimated cleanup period.

-Formal contract outlining services.

We can prepare financial records in as little as 7 business days to file your next income tax liabilities.

Our Process:

Using our Diagnostic Review, an initial cost-based service that provides a comprehensive review of both the quantitative and qualitative data existing in within your QuickBooks Online account, we design a comprehensive workflow schedule that encompasses :

1.Weekly Bookkeeping tasks,

2. Two Semi-monthly virtual meetings

3. Month-End Tasks (reconciliations and reports distribution)

4. Quarterly and Year-End tasks

Our Diagnostic Review Includes:

• Reconciliations & Transaction Accuracy

• Bank Feed & Software Integration Optimization

• Error Identification & Corrections

• Receivables & Payables Evaluation

• QBO Workflow Implementation