Service · II
Business accounting, payroll, and advisory.
Monthly and quarterly accounting, payroll, financial-statement work, and the strategic advisory closely-held businesses actually need.
The accounting work behind every well-run business.
We serve closely-held businesses across most California industries — professional services, construction, hospitality, real-estate holding, manufacturing, and non-profit. From single-owner LLCs to multi-entity S-Corps, the work scales but the standard does not.
- 01Monthly or quarterly bookkeeping and account reconciliation
- 02Payroll processing and quarterly payroll tax filings
- 03Compilations, reviews, and audits to GAAP standards
- 04Cash-flow management and bank-financing support
- 05Strategic and succession planning for owner-operators
- 06New business formation, entity selection, and California compliance
- 07Non-profit Form 990 and audit support
Bookkeeping through audit, all under one roof.
We cover the full operational accounting stack for closely-held California businesses.
- 01
Small-business accounting
Monthly or quarterly account reconciliation, journal entries, and financial-statement preparation. Built to be useful for management, not just compliance.
- 02
Payroll
End-to-end payroll processing, quarterly payroll tax filings (941, DE-9, DE-9C), W-2 and 1099 year-end. CTEC-certified preparer on staff.
- 03
Audits · Reviews · Compilations
Financial-statement engagements at all three levels of assurance. Coordinated with your banking and bonding requirements.
- 04
Cash-flow management
Rolling thirteen-week and twelve-month cash forecasts. Working-capital structure. Vendor and AR cycle tightening.
- 05
Bank financing
Preparation and review of financial packages for SBA, commercial, and bonding lines. Lender introductions when useful.
- 06
Strategic & succession planning
Entity restructuring, partnership buy-sell review, ESOP feasibility, and succession to the next generation.
- 07
New business formation
Entity selection (S-Corp, LLC, partnership, C-Corp). California compliance, EIN, payroll setup, and chart-of-accounts design.
- 08
Non-profit accounting
Form 990 preparation, audit coordination, board-package financials, and grant-tracking. We serve several Orange County non-profits.
Set the rhythm; then keep it.
Most business engagements run on a monthly or quarterly cadence. We set the rhythm with you and keep it predictable.
- Step 01
Scoping
We start with a no-obligation conversation to understand the business, the team, the current accounting tools, and the questions you are trying to answer.
- Step 02
Onboarding
We get access to QuickBooks (or migrate to it), reconcile prior periods, and put a written workpaper-trail in place.
- Step 03
The rhythm
Monthly or quarterly close, statement package, and a real conversation about what the numbers mean. Year-end tax work flows out of the same cadence.
Looking for a CPA who knows your business?
Schedule a thirty-minute consultation. Bring your prior-year financials and the questions you wish your current accountant would answer.