BOOKKEEPING & ACCOUNTING
Streamline your day-to-day finances with our comprehensive bookkeeping services, designed for small and medium-sized businesses and independent contractors. From routine bookkeeping and catch-up support to bill pay management, invoicing & AR tracking, bank & credit card reconciliations, financial reporting packs, receipt management, and secure document handling— we handle the details so you can focus on growth. Tailored, cost-effective solutions that bring clarity and order to your books.
OUR BOOKKEEPING SERVICES:
- Bookkeeping
- Catch-up Bookkeeping
- Bill Pay Management
- Invoicing & AR Management
- Bank & Credit Card Reconciliations
- Financial Reporting Pack
- Receipt Management
- Document Management
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
ADVISORY & CFO
Elevate your strategy with on-demand CFO expertise that drives results. Enjoy monthly KPI dashboards & advisory insights, budgeting & forecasting, cash flow management, annual strategic tax planning, and flexible CFO sessions. Transform data into actionable decisions, optimize liquidity, and plan for long-term success with our creative, optimistic approach.
OUR ADVISORY & CFO SERVICES:
- Monthly KPI Dashboard & Advisory
- Budgeting & Forecasting
- Cash Flow Management
- Strategic Tax Planning (Annual)
- CFO On-demand Sessions
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
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
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!)
TAILORED PACKAGES FOR EVERY BUSINESS NEED
