Bookkeeping and Record Keeping


For the small business, or entrepreneur we provide general bookkeeping service that include:

  • Entering payables and receivables into Quickbooks
  • Setting up payment of invoices
  • Generating invoices
  • Bank account reconciliation
  • Setting up and sending information to ADP (or other payroll service).
  • We can also provide collection services on past due invoices.

While we don’t prepare tax returns, we can help both professionals and businesses get their records in order for their tax preparer-even if it’s currently in a shoebox or shopping bag.  If you are looking for a local tax preparer, we have have referrals for you too.

To find out more about our services, please call 949-306-7262  or you can fill out the contact form and we’ll get back to you shortly.