Santa Cruz

Bookkeeping

Services

Virtual Professional Bookkeeping Services

Providing comprehensive bookkeeping services so you can focus on your core business responsibilities with peace of mind.

Services Offered

Monthly Bookkeeping Services:

  • Input & Categorize Income & Expenses

  • Reconcile Bank & Credit Card Accounts

  • Prepare & Interpret Financial Statements

  • Ongoing Support & Communication

Clean Up / Catch Up:

If your books are a mess with wrong categorizations and errors and need to be cleaned up, we can do that for you! Or if your books have been neglected, we can help you regain control and accuracy by entering historical data providing a clear and current financial picture of your business.

Other Services:

  • Accounts Payable

  • Accounts Receivable

  • Budgeting

  • 1099 Preparation

4 Steps to Getting Started

Consultation

Schedule a free, no obligation initial consultation.

Diagnostic Review

We will review your books and create a customized solution based on your specific needs.

Onboarding

We will get everything set up for you and integrated into the software.

Reap the Rewards

We get to work on your books and you get to focus on your business.

FAQ’s

  • Our fees are based on each client and their specific needs and the complexity of their business. Relax, they’re affordable! Also, we charge a fixed rate so there will be no surprises! This will help you budget easier knowing our monthly charges will always be the same. You will be provided a customized proposal after our initial consultation.

  • Having a CPA is a crucial aspect of your financial success, and our services complement theirs seamlessly. While your CPA focuses on strategic tax planning and compliance, our role as bookkeeper is to ensure that your financial records are meticulously organized and up-to-date throughout the year. By the time tax season arrives, we’ll have all your books balanced and ready for your CPA. This collaboration not only streamlines the year-end process but also allows your CPA to focus on higher level financial strategies, ultimately maximizing the efficiency and effectiveness of both our services in achieving your business success.

  • We leverage QuickBooks Online for its user-friendly interface, real time collaboration capabilities, and robust features that streamline financial management. By utilizing QuickBooks Online, we ensure a secure and efficient platform for managing your finances.

  • Absolutely! There is no one size fits all with any business.

Get in Touch

It’s more than just getting your books in order. It’s bigger than just staying in compliance. It’s about the peace of mind and the assurance that you are taken care of.