Frequently Asked Questions 

 Our bookkeeping services include general ledger maintenance, financial statement preparation, bank reconciliation, accounts payable and receivable management, custom reports, QuickBooks support, organization and catch-up, and bookkeeping clean-up.

 Accurate and well-maintained financial records are essential for managing your business effectively. Our services help you increase revenue, reduce costs, manage taxes, and prepare for business growth or sale.

Yes, we offer virtual services with remote access, allowing you to manage your financial data from anywhere.

Just as you are an expert in your personal business, we are experts in what we do. We assume these responsibilities so you can focus on what you do best. You might need a bookkeeper for many different reasons, from day-to-day bookkeeping to financial analysis, bill paying, and expense tracking.

Certified Public Accountants (CPAs) are licensed in accounting and are required to audit and review financial statements. However, you don’t need to hire a CPA to perform your monthly bookkeeping tasks. CPAs notoriously charge rates in excess of $150 an hour. We can perform these services for less, allowing you to make smarter use of your money.

We can tailor our services to meet your needs, whether it is 10 hours a week or just a few hours each month. Hiring an independent bookkeeper who is dedicated to providing the degree of service your business requires makes good business sense, without the additional costs of payroll taxes, benefits, workers comp, and administration.

We can either do the work in your office or set up a convenient time to pick up the work at your location and return it when completed.

We specialize in small businesses. Our clients range from sole proprietors to S Corps. We cater to companies that don’t have the workload to make it practical to hire even a regular part-time bookkeeper, but likewise don’t enjoy or have the time for doing the books themselves.

We offer comprehensive payroll services, including payroll processing, pay delivery via direct deposit, check or wire transfer, employee earnings statements, payroll journals, month-to-date summaries, and notifications of tax liabilities and deposits.

We offer flexible pay period options, including weekly, bi-weekly, semi-monthly, and monthly payroll processing.

To start, we will need your business’s federal EIN number, California identification number, year-to-date payroll figures, completed forms W-4 and I-9 for each employee, and banking information for payroll deposits.

You will work directly with an experienced payroll representative, not a data entry clerk. We offer tax preparation, accounting, bookkeeping, and payroll all under one roof. Our fees are often significantly lower than those charged by larger national payroll companies, and our service is more personalized.

To start your payroll service, we require:

• Your business’s federal EIN Number (we can obtain one for you if needed)
• Your business’s California Identification Number (we can obtain one for you if needed)
• Year-to-date payroll figures and payroll reports if switching from another payroll service company
• Business address
• Completed Form W-4 for each current and new employee hired
• Completed Form I-9 for each current and new employee hired
• Banking information for payroll deposits

• Income Tax Services: Our fees are based on the complexity of your tax return.
• Bookkeeping: We charge an hourly rate. 
• Payroll: Fees are assessed per employee.

For specific pricing information, please call us at 707-526-2254.

We charge a fixed price for each tax form and worksheet used in the preparation of your tax return. A per-item charge may be applied for certain items like stock sales and depreciation. We do not charge for line-items such as interest income, unemployment, and dependents.