Bookkeeping Services

Assistance with QuickBooks setup, including chart of accounts, customer / vendor lists, and categorization of income and expenses
Preparation of bank reconciliations, general data entry / accounting transactions, and routine consulting as needed
Periodic check-ins and accounting software consultation to answer your questions and help you keep your books in great shape
Preparation of vendor / contractor Forms 1099-MISC and 1099-NEC, as well as federal and California withholding (Forms 940, 941, DE 4, DE 6 and DE 9)
Guidance on setup and management of CalSavers program (for eligible employers) in your accounting software

Tax Services