BOOKKEEPING & FINANCIAL REPORTING

Streamline your day-to-day finances with comprehensive support designed for small businesses and independent contractors. From routine maintenance and catch-up projects to full-cycle accounts payable and receivable, we handle the details so you can focus on growth. Receive custom financial reporting packs that bring clarity to your cash flow and order to your records.

OUR SERVICES:

  • Bookkeeping
  • Catch-up Bookkeeping
  • Bill Pay Management
  • Invoicing & AR Management
  • Bank & Credit Card Reconciliations
  • Financial Reporting Pack
  • Receipt Management
  • Document Management
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Salt & Ledger files of Payroll and Overtime serving in Santa Cruz & Monterey Counties.

PAYROLL & HR

Simplify payroll and HR complexities with reliable processing tailored to your team. Our services include seamless payroll processing, payroll tax filings, new hire onboarding compliance, benefits administration support, and 1099 contractor management. Keep your people paid accurately and on time, while staying compliant—effortlessly supporting businesses in Santa Cruz and Monterey counties.

OUR PAYROLL & HR SERVICES:

  • Payroll Processing
  • Payroll Tax Filings
  • New Hire Onboarding Compliance
  • Benefits Administration Support
  • 1099 Contractor Management
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ADVISORY & FRACTIONAL CFO

Gain total clarity through monthly KPI dashboards, proactive advisory insights, and precision forecasting. We help you transform raw data into actionable decisions, optimize liquidity, and navigate the future with a creative, optimistic approach to your bottom line.

OUR ADVISORY & FRACTIONAL CFO:

  • Monthly KPI Reporting & Insights
  • Budgeting & Forecasting
  • Cash Flow Management
  • Annual Tax Strategy
  • On-Demand CFO Sessions

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COMPLIANCE & ASSURANCE

Stay ahead of regulations with proactive compliance support that minimizes risks. We provide internal control reviews, compliance calendar management, grant & nonprofit reporting, audit support preparation, and license & permit reviews. Peace of mind through meticulous oversight, tailored for local businesses navigating complex requirements.

OUR COMPLIANCE & ASSURANCE SERVICES:

  • LLC Launch Service
  • Internal Control Review
  • Compliance Calendar Management
  • Grant & Nonprofit Reporting
  • Audit Support Preparation
  • License & Permit Review
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TECHNOLOGY & TRAINING

Empower your operations with tech that works for you, plus hands-on training. Services cover QuickBooks Online setup & optimization, app stack integrations, accounting system migrations, and staff training workshops. Seamlessly integrate tools like QuickBooks, Gusto, and more, boosting efficiency without the hassle.

OUR TECHNOLOGY & TRAINING SERVICES:

  • QuickBooks Online Setup & Optimization
  • App Stack Integration
  • Accounting System Migration
  • Staff Training & Workshops
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TAX SERVICES

Navigate tax season with confidence through expert planning and preparation. Our tailored tax services ensure compliance, maximize deductions, and integrate with your bookkeeping for smooth year-end closes. Cost-effective support that reduces stress and uncovers opportunities for small businesses and contractors alike.

OUR TAX SERVICES:

  • Individual
  • Individual + Investments
  • Individual + Rental
  • Individual + Investments +Rental
  • Sole Proprietor /Single-Member LLC
  • Multi-Member LLC (Partnership)
  • S-Corporation

(Standalone or bundled—contact us for custom scoping!)

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TAILORED PACKAGES FOR EVERY BUSINESS NEED

We believe in transparency, which is why our service packages were designed in collaboration with local business owners like you. By building these solutions alongside the local community, we’ve ensured every bundle is transparent, essential, and entirely adaptable. Mix and match add-ons or select standalone options to fit your unique goals. Together, we’ll crush financial stress with a coastal-inspired, optimistic approach.

DISCLAIMER

Salt & Ledger LLC is not a licensed Certified Public Accountant (CPA) firm and does not provide services that require a CPA license in the State of California. The use of the term “accounting” on this website and in our service descriptions is intended to describe general bookkeeping, financial organization, and administrative support services only.

We do not perform audits, reviews, compilations, or any other attest services as defined by applicable laws and regulations. All services provided are non-attest in nature and are not a substitute for the services of a licensed CPA.

For third party referrals to CPA firms Salt & Ledger collaborates with, reach out to info@saltandledger.com for more information.