Bookkeeping and Record Keeping

There are many services we provide to help with personal and business bookkeeping services.

We provide Elder Care Bookkeeping Services which includes the following:

  • Paying, tracking and filing household bills
  • Providing monthly reports as requested
  • Utilizing ADP for payroll of household employees, payroll reports and W-2 forms.
  • Paying and monitoring of medical bills and reconciling with Health Insurance Explanations of Benefits.

For the busy professional who works long hours, or travels frequently, we can actually provide you with more of what you need….time!  How?  By providing the following services:

  • Paying household bills, reconciling bank statements, and monitoring health insurance bills, and explanations of  benefits.
  • We can handle (through ADP or another payroll service) all payroll services, and W-2’s for household employees.
  • We can also assist with referrals for legal or household services.

If you have been thinking about turning over your bill management contact us today for more information.  Your bills and payroll will be handled in a timely manner (that you retain control over and can check at any time).  This leaves you more time for your family, play and what brings in your money…work.

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.
  • We also track state and federal filing requirements for your business, we’ll make sure you never miss another filing again.

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 949-209-9924 or you can fill out the contact form and we’ll get back to you shortly.