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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