Small Business Accounting
Small Business Accounting and Tax
Accurate books and correctly filed returns for owner-operated businesses, prepared by a California CPA who is also your point of contact.
Who This Is For
Owner-operated businesses, professional practices, restaurants and retailers, real estate investors, and other small businesses with an LLC, S corporation, partnership, or sole proprietorship.
Services Provided
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Bookkeeping and Monthly Close
Transaction coding, bank and credit card reconciliations, and a reliable month-end close.
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Financial Statements
Income statement, balance sheet, and cash flow statement prepared from your records.
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Business Tax Returns
Federal and California returns for partnerships (Form 1065 / CA 565), S corporations (Form 1120-S / CA 100S), LLCs (CA 568), and sole proprietors (Schedule C).
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Payroll, Sales Tax, and 1099 Coordination
Coordination with your payroll provider, sales tax filings, and year-end Forms 1099.
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Accounting System Setup and Cleanup
QuickBooks and Xero implementation and remediation of existing files.
How It Works
- 01
Initial Conversation and Document Review
A short conversation and a look at your current records.
- 02
Written Scope and Fee
The scope and fee are confirmed in writing before work begins.
- 03
Onboarding of Accounts and Records
Accounts, statements, and accounting files are brought in and organized.
- 04
Close and Returns
Monthly or quarterly close, with returns prepared at year end.
To Begin
Please provide recent bank and credit card statements, the prior year tax return, and your current accounting file if you have one. The scope and fee are confirmed in writing before work begins.