Services
Full-charge bookkeeping, payroll, certified payroll, business formation, and tax preparation — for small and mid-sized businesses across Northern California.
Accounting & Bookkeeping
Online full-charge bookkeeping, cleanup & catch-up, and account reconciliation.
Full-Charge Bookkeeping
Managing the daily financial moving parts of a business takes time away from actual growth. Accounts Receivable (A/R): Accurate invoicing, timely billing, and proactive collection tracking to keep your cash flowing. Accounts Payable (A/P): Vendor bill management, expense tracking, and structured payment scheduling to maintain strong vendor relations. Financial Reporting & Month-End Close: Comprehensive profit & loss statements, balance sheets, and cash flow analysis delivered like clockwork.
Cleanup & Catch-Up
Behind on your books? Missing months—or even years—of transactions can bring unnecessary stress. Historical Backlog Processing: We categorize historical data rapidly, filling in the gaps from previous months or fiscal years. Unraveling Errors: Correcting faulty data entry, misclassified expenses, and duplicate transactions. Audit-Proofing your Books: Organizing and updating your general ledger so you can hand over clean, flawless files to your CPA at tax time.
Account Reconciliation
Reconciliation is the ultimate safeguard against errors, bank fees, and undetected fraud. Bank & Credit Card Reconciliation: Matching every transaction against bank statements to catch omissions or bank errors early. Loan & Liability Tracking: Ensuring principal and interest payments are correctly allocated to minimize liabilities. Discrepancy Resolution: Spotting hidden discrepancies, duplicate charges, or missing receipts before they become costly issues.
Payroll Services
Regular, certified, and prevailing-wage payroll.
Payroll is more than just cutting checks—it’s about staying strictly compliant with local, state, and federal laws.
Comprehensive Payroll Services
Hassle-free processing for regular wages as well as specialized Prevailing Wage requirements, ensuring your team is paid accurately and on time.
Certified Payroll Reports
Expert preparation and seamless filing of compliant payroll documents required for government contracts.
Workers' Comp Audit Support
Complete preparation, organization, and back-end support to help you manage annual workers’ compensation audits efficiently.
Payroll Cleanup & Amendments
Resolving long-standing discrepancies in your payroll records and correcting errors in previous tax filings via payroll return amendments.
Seamless Payroll Migration
Moving your business to a modern, automated payroll platform safely, securing 100% data integrity along the way.
Business & Tax
Formation support and small-business tax preparation.
Whether you're launching or filing, we help you start on solid footing and keep more of what you earn.
Business Formation
Consulting and setup for startups — entity guidance and the financial foundation to launch with confidence.
Tax Preparation
Small-business tax prep built on clean, reconciled books — maximizing deductions, minimizing liabilities, and keeping you ready well before deadline.
Financial Reporting & Insights
Clear monthly statements and cash-flow analysis that help you understand results, track progress, and make informed decisions.
How We Work
A simple, transparent process — built around your business.
Consult
A free call to understand your business, your books, and where you need support.
Assess
We review your current records and systems, then map out a clean, compliant setup.
Onboard
We catch up the books, set up payroll, and migrate you to a modern, automated platform.
Maintain
Monthly bookkeeping, payroll, and reporting — accurate, on time, and always within reach.
Not sure where to start?
Call the office for a free consultation. We'll point you in the right direction — no pressure.
Schedule a Consultation