Accounting & Bookkeeping in Contra Costa County.

Who this is for

• Small businesses and LLCs that have outgrown DIY spreadsheets
• Owner-operators who want to stop doing bookkeeping at midnight
• Growing companies that need CFO-level reporting without the CFO price tag
• Professional practices, contractors, retailers, and service businesses

What's included

• Monthly, quarterly, or annual bookkeeping in QuickBooks or Xero
• Bank, credit-card, loan, and merchant-account reconciliations
• Accounts payable and accounts receivable tracking
• Sales-tax calculation and CDTFA filing
• Chart-of-accounts cleanup and setup
• Monthly financial statements — P&L, balance sheet, and cash-flow summary
• Year-end closing packages ready for your tax return

How it works

1. 01
   Discovery call

   We review your current books, tools, and pain points and provide transparent monthly pricing up front.

2. 02
   Cleanup & setup

   If needed, we reconcile prior months, correct miscategorized transactions, and lock down your chart of accounts.

3. 03
   Ongoing bookkeeping

   Every month we reconcile, categorize, and deliver clean reports by a set date you can count on.

4. 04
   Professional review

   A licensed professional reviews your books quarterly and looks for tax-savings opportunities before year end — not after.

Why clients choose us

• Books you can actually trust for tax filing, loans, and investor conversations
• Transparent monthly pricing — no surprise invoices
• Direct access to a licensed professional, not just a data-entry bookkeeper
• Proactive tax planning built into your monthly workflow

Frequently asked questions