Upon engagement, we will conduct an analysis of your current systems and financial status to streamline and strengthen your current processes. Our continued accounting services & consulting may include:
Ideal for small businesses looking to maintain clean books and compliance:
Recording bank & credit card transactions
Monthly account reconciliation
Monthly financial reports
Ideal for businesses in need of accounting services to make informed decisions for growth:
Accounts payable & bill pay
Accounts receivable
& deposits
Payroll
Journal entries
Recording bank & credit card transactions
Monthly account reconciliation
Monthly financials
Weekly updates
Cash to accrual conversions
Catchup accounting services (up to several years)
Setup of chart of accounts and workflows
Implementation of a new software
Cash Flow Management
Budgeting and Forecasting
Financial Analysis and Advisory
Investor/Board reporting packages
Based in Irvine, California.
We offer accounting services locally in Orange County, California and remotely across California and the US.