We provide bookkeeping, accounting, payroll, 401(k) administration support, financial reporting for boards, managerial consulting, accounting information systems (including NetSuite), and HR support. 

Yes.  Our systems are designed for remote collaboration. 

Both. Many of our clients are small businesses, professional service firms, and community‑based nonprofits. 

We support professional services, legal, construction, trades, creative firms, and nonprofit organizations. 

We are based in California and serve clients nationwide. 

Pricing depends on service scope, transaction volume, and complexity. We offer monthly packages and hourly consulting. 

Both. We offer monthly packages for ongoing services and hourly billing for consulting, cleanup, and system work. 

No.  Most engagements are month‑to‑month; however, larger projects may have defined timelines. 

We begin with a discovery call, review your systems, gather documents, and establish a workflow tailored to your business. 

Documents typically needed are bank statements, payroll reports, prior financials, vendor lists, and accounting system access. 

Most clients are fully onboarded within 1–2 weeks. 

We support QuickBooks Online, QuickBooks Desktop, Xero, industry‑specific systems, and NetSuite. 

Yes. We perform full migrations, cleanup, chart‑of‑accounts redesign, and workflow optimization. 

Yes. We specialize in building efficient, automated financial workflows. 

We use secure, encrypted platforms, and strict access‑control practices. 

Yes. NDAs are available upon request. 

Yes. We follow all applicable accounting, payroll, and data‑security regulations. 

Yes. We handle full payroll processing and tax compliance. 

Yes. We assist with onboarding workflows and document collection.  

Yes. We support clients with employees across multiple states and even internationally.

Yes. We coordinate with your 401(k) provider to ensure accurate deductions, employer contributions, employee enrollment, and compliance reporting. 

Most clients receive monthly reconciliations; weekly or quarterly options are available. 

Yes. These statements include monthly balance sheets, income statements, and cash‑flow summaries.  

Yes. We collaborate directly with your CPA to ensure accurate tax preparation. 

Yes. We prepare board‑ready financial packets, budget‑to‑actual reports, cash‑flow summaries, variance explanations, and presentation‑ready materials.