Stress-Free Bookkeeping, Simplified.
Clear books, confident decisions—our team delivers precise financial records so you can focus on growing your business.
For more than a decade, we have supported organizations of every size, across industries and structures, with reliable bookkeeping solutions, payroll services, professional immigration specialists, and personal tax services. Our specialists combine advanced accounting technology with meticulous attention to detail, ensuring each ledger entry is accurate, compliant, and ready for audit. Whether you manage a single venture or multiple entities, we adapt our workflows to match your preferred processes and reporting style.
What Our Clients Say
“Their monthly reports gave us the clarity to plan expansion without second-guessing our numbers.”
“Transitioning from spreadsheets to a streamlined cloud system was seamless thanks to their guidance and patience.”
--client
Bookkeeping Services
Payroll Services
Personal Tax Preparation
Self-employed/1099
Sole Proprietorship
Comprehensive Bookkeeping Oversight
Financial Statements Preparation & Analysis
Process Optimization & System Migration
QuickBooks setup
Chart of accounts
30-minute training at time of setup
30-minute phone support within the next 2 months
Bookkeeping and More…. Packages:
Monthly account reconciliation
Monthly transactions limit: 100
Bank and credit card accounts: 4
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet, year-to-date by month
1. One-Time set up fee $225.00: includes EDD (Employment Development Department)
Registration form DE1, Federal EFPTS (Electronic Federal Payroll Tax System), and automatic monthly payroll tax deposits for both IRS and EDD.
2. Monthly/bimonthly billing $270.00
a. Paycheck processing $65.00 each pay period
b. Quarterly payroll tax returns $125.00
c. Annual forms/1099-1096/W-2-W-3 $75.00 each
*There may be additional add-on fees not listed above, depending on the client’s specific circumstances.
There may be additional add-on fees not listed above, depending on the client’s specific circumstances *
Monthly account reconciliation
Monthly transactions limit: 25
Bank and credit card accounts: 1
Monthly profit & loss, balance sheet, year to date by month.
Monthly account reconciliation
Monthly transactions limit: 250
Bank and credit card accounts: 7
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet; income by customer; expense by vendor report; A/R aging summary; year-to-date by month.
Monthly account reconciliation
Monthly transactions limit: 50
Bank and credit card accounts: 2
Monthly profit & loss, balance sheet, year-to-date by month
Monthly account reconciliation
Unlimited transactions
Unlimited bank and credit card accounts
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet, income by customer, expense by vendor report, A/R aging summary, year to date by month, year to date compared to prior year
Invoicing and receivables management
Bill pays and payables management
Sale tax calculations
Your Questions, Answered
How do we get started if our books are behind?
First, we schedule a discovery call to understand the scope of cleanup required. Then we design a catch-up plan that prioritizes critical periods and aligns with regulatory deadlines, keeping you informed at every milestone.
Will our team still have access to real-time data?
Absolutely. We work within your preferred cloud platform or can recommend one. You retain full, round-the-clock access to dashboards, reports, and source documents while we maintain and reconcile the data behind the scenes.
How is billing handled for ongoing services?
Most engagements are billed monthly through a simple invoice that outlines completed tasks and agreed service levels. This model offers transparency and flexibility, allowing you to adjust the scope as your needs evolve.
Let’s Bring Your Vision To Life
Ready to gain financial clarity and reclaim your time? Contact us for a complimentary consultation, and discover how tailored bookkeeping solutions can support your next stage of growth.
Contact us.
email:bookkeepingandmore965@gmail.com
Office:(760) 619.3359
Cell: (760) 880.9899
84298 Catalina Ave.
Coachella, CA. 92236
