San Ramon, California, Contra Costa
Extensive experience spanning over 25 years working with Small to Medium sized businesses and Non Profit Organizations doing all full charge bookkeeping - Setup, Monthly Maintenance, Year End.
We will balance your books and keep your business finances on Track!
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What kind of accounting services do you provide?
Accounts Payable
Accounts Receivable
Payroll
Financial Statements & Reporting
Bank & Credit Card Reconciliations
1099's
Sales Tax Returns
Budget Setup and Reporting
Cash Flow Reporting & Forecasting
Non-Profit Bookkeeping
Audit Preparation Assistance
Month End/ Year End Closing
Quickbooks Set Up / Clean Up
Why is it so important for businesses to hire a great accountant?
Having a great accountant is one of the most important things for your business. Keeping your books balanced, making sure that your business is tracking revenue and expenses accurately so that you can make clear financial decisions in regards to your business are essential. A great accountant will let you know how well your business is performing and make sure that your books are accurate and ready at the end of the year to have your business tax returns completed.
It's Cost Effective! Reduces overhead, saves on manpower & training
Save time, Allows you to focus on core competencies
A trained specialist is handling your books.
What do you love most about your job?
What I love the most is helping small businesses understand how their business is functioning on a financial level. This information helps them grow and I have loved seeing many of my small business & non profit clients grow into large organizations over the years. I've seen 2 such companies from their starting years to eventually being acquired by publicly traded companies and my bookkeeping and accounting services helped provide them the information to make that happen.
What inspired you to start your own business?
My love of accounting and people inspired me to start my business.
Why should our clients choose you?
Clients should choose me because I have an array of skills that span over a 25 year period. There is nothing in bookkeeping that I haven't encountered, tackled, resolved and completed in my many years of working on small business books. I am a people person and I constantly work on nurturing relationships with my clients as communication between accountants and clients is the key to success.