📌 About Our Services
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We provide bookkeeping, accounting, payroll, 401(k) administration support, financial reporting for boards, managerial consulting, accounting information systems (including NetSuite), and HR support.
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Yes. Our systems are designed for remote collaboration.
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Both. Many of our clients are small businesses, professional service firms, and community‑based nonprofits.
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We support professional services, legal, construction, trades, creative firms, and nonprofit organizations.
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We are based in California and serve clients nationwide.
💵 Pricing & Engagement
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Pricing depends on service scope, transaction volume, and complexity. We offer monthly packages and hourly consulting.
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Both. We offer monthly packages for ongoing services and hourly billing for consulting, cleanup, and system work.
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No. Most engagements are month‑to‑month; however, larger projects may have defined timelines.
🚀 Onboarding & Process
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We begin with a discovery call, review your systems, gather documents, and establish a workflow tailored to your business.
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Documents typically needed are bank statements, payroll reports, prior financials, vendor lists, and accounting system access.
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Most clients are fully onboarded within 1–2 weeks.
🛠 Tools & Technology
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We support QuickBooks Online, QuickBooks Desktop, Xero, industry‑specific systems, and NetSuite.
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Yes. We perform full migrations, cleanup, chart‑of‑accounts redesign, and workflow optimization.
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Yes. We specialize in building efficient, automated financial workflows.
🔐 Security & Compliance
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We use secure, encrypted platforms, and strict access‑control practices.
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Yes. NDAs are available upon request.
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Yes. We follow all applicable accounting, payroll, and data‑security regulations.
👥 Payroll, HR & Benefits
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Yes. We handle full payroll processing and tax compliance.
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Yes. We assist with onboarding workflows and document collection.
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Yes. We support clients with employees across multiple states and even internationally.
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Yes. We coordinate with your 401(k) provider to ensure accurate deductions, employer contributions, employee enrollment, and compliance reporting.
📊 Bookkeeping, Accounting & Board Reporting
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Most clients receive monthly reconciliations; weekly or quarterly options are available.
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Yes. These statements include monthly balance sheets, income statements, and cash‑flow summaries.
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Yes. We collaborate directly with your CPA to ensure accurate tax preparation.
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Yes. We prepare board‑ready financial packets, budget‑to‑actual reports, cash‑flow summaries, variance explanations, and presentation‑ready materials.