CONTACT (805)320-8503 cell phone

From basic bookkeeping to help with complicated financial needs.

Our mission is to provide high quality accounting, bookkeeping, auditing and tax services that exceed our client's expectations. We offer expert solutions for your business and or non-profit organization (NPO), no matter what size it is. We'll provide you with the highest level of personalized service possible. Simply put, we care about each and every one of our clients, and the quality of service we render.

Let us take care of your accounting, taxes and payroll - including your income, sales, payroll, personal property and other taxes - so you can concentrate on running your organization. We also offer to perform an audit of your organization's financial statements. We have the expertise to streamline your financial operation and put you in control. You'll operate more systematically while receiving these and other valuable benefits:

  • Pay less money in taxes.
  • Timely, accurate accounting, bookkeeping, payroll and tax return preparation.
  • Meaningful financial statements.
  • Review of your financial statements and tax returns.
  • Obtain the financing or funding you need, when you need it.
  • Obtain a better price for your business if you sell it.
  • Bookkeeper training and hiring assistance.
  • You'll make the right financial decisions.

You'll find it very reassuring to work with
well-trained, knowledgeable professionals who approach every project with objectivity, patience and dedication.

Form 990 tax return preparation

We'll prepare your Federal form 990 and State form equivalent from your books, records and financial statements. If your financial statements were audited, reviewed, compiled or prepared by a CPA, we'll use those statements to prepare the tax return. More



YOU CAN'T OPERATE SYSTEMATICALLY UNLESS YOU HAVE A SYSTEM. That's why we offer a FREE Internal Control Questionnaire (ICQ) and consultation to our clients. We offer additional assistance, if needed, to strengthen your accounting system.

   The ICQ is designed to help evaluate your system of internal control. It's commonly used early in a financial audit to determine the extent testing of an organization's general ledger account balances will be needed for the audit. Combined with tests of the existing controls, it can be used to used to support the auditor's opinion on the financial statements.


The best-run organizations have effective systems of internal control. An effective system of internal control means an effective accounting system.


Here's how our Internal Control or Accounting System program works:


   Here are more ways we can help -

  • Cloud accounting and bookkeeping

    We're competent using online accounting and bookkeeping programs like QuickBooks Online, Xero and Receipt Bank to do your accounting and bookkeeping.
  • We can review your data online using these programs, make necessary adjustments and prepare your reports and tax returns. We can review your financial data with you, in person or remotely, e.g. via Skype, or by telephone.

  • We can help you install and use Cloud accounting programs. You can streamline your accounting and bookkeeping using online programs like Receipt Bank. To learn more, click here.

  • Pricing decisions. By properly allocating costs to your product or service and taking account of marketing data, we can help you increase your profits.

  • Audit assistance. To help you prepare for financial and tax audits, whether we or someone else would perform the audit. For example, for a financial audit, we can reconcile your accounts (such as bank reconciliations) timely; prepare schedules and work papers needed by your auditor; and give you a list of documents and schedules you'd need to provide.

  • Business planning. Examples: budgeting, forecasts, feasability studies.

  • Lender referral, loan facilitation and compliance.

  • Are you seeking financing at an affordable price with reasonable terms? We can refer you to a lender who offers just that. We can facilitate loan approval and assist with meeting lender requirements following receipt of loan proceeds. This would be a good way to finance a large purchase or construction, or help provide for your working capital needs.

    Lender no. 1: OnDeck Capital. See the Company's flyer.

    Lender no. 2: A Community Development lender that offers a fixed interest rate starting at 5.75% and up to a 30-year repayment term, but requires collateral. Contact me for details at (805) 320-8503.