KCR Financial Services
North Tustin, CA, USA
North Tustin, CA, USA
We provide professional virtual bookkeeping services to small and midsize companies nationwide.
We have seen first hand, time after time, what a difference it makes when a business owner is able to concentrate his efforts on making a profit as opposed to spending time on financial management, which is better left to a professional anyway.
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What kind of accounting services do you provide?
Transaction coding and categorization
Bank accounts, credit card, and loan reconciliations
Accounts Receivable
Accounts Payable
Month end journal entries
General ledger maintenance
Chart of accounts set up/maintenance
Custom financial reports
Catch up/clean up services
Sales tax filings
Year end 1099 filings
Cash or accrual basis accounting
Why is it so important for businesses to hire a great accountant?
Bookkeeping will help you evaluate how your business is doing…“taking the pulse” of your business. Is it stagnant, decreasing, or growing. When you can see the “numbers” on a monthly basis, you can then strategize and make the necessary adjustments to increase the health of your business.
Proper bookkeeping will facilitate cash flow management. Inadequate cash flow management is one of the top reasons for business failures today.
Keeping proper books is also required by the IRS. And when it’s done by a professional you don’t have to worry about mistakes, everything’s in order, all the time.
Allowing a professional to handle your bookkeeping, payroll, and taxes will assure that you’re not missing income-saving deductions or filing something incorrectly or late not to mention just having the peace of mind that it’s all taken care of correctly and on time.
What do you love most about your job?
I've always enjoyed math and complex calculations. To find that missing penny so everything balances is an awesome feeling (only accountants will understand this).
What inspired you to start your own business?
Freeing business owners from all the distractions that come along with trying to do their own books.
Why should our clients choose you?
I'm a CPA with over 25 years of accounting experience. I've worked for companies closing the books for over 350 locations on a monthly basis.
Can you provide your services online or remotely? If so, please add details.
Yes, services can be provided online/virtually via Quickbooks Online or locally on our computer and financial statements sent on a monthly basis.
What changes have you made to keep your customers safe from Covid-19?
We are providing virtual bookkeeping services only.
Bookkeeping & Accounting Services
Transaction coding and categorization
Bank accounts, credit card, and loan reconciliations
Accounts Receivable
Accounts Payable
Month end journal entries
General ledger maintenance
Chart of accounts set up/maintenance
Custom financial reports
Catch up/clean up services
Sales tax filings
Year end 1099 filings
Cash or accrual basis accounting
