Bookkeeping Support
- Transaction classification
- Bank and credit-card reconciliation
- Income and expense tracking
- General ledger review
- Monthly or periodic bookkeeping
Accounting Services
Accounting and Bookkeeping
Reliable financial records support tax compliance, business management, financing decisions, and long-term planning.
Accounting Cleanup
- Correction of duplicated or misclassified transactions
- Reconciliation of prior periods
- Review of owner contributions and distributions
- Organization of records before tax preparation
Financial Reporting
- Profit and loss statements
- Balance sheets
- Cash-flow summaries
- Management reports
- Year-end financial packages
Payroll and Compliance Support
Assistance may include payroll setup coordination, payroll record review, and preparation support for federal and California payroll filings.
Professional Engagements