Financial Clarity for California Small Businesses and Freelancers
We help small business owners and freelancers stay organized,
tax-ready, and confident in their decisions without drowning in spreadsheets or last-minute surprises.
We offer Monthly bookkeeping, tax preparation, and QuickBooks support.
Full bilingual support available for clients who prefer to
communicate in Spanish.
What working with us actually feels like
Qualified and focused bookkeeping
Expert QuickBooks team. We work with clean processes, consistent monthly closes, and documentation that holds up at tax time.
Service matched to how you operate
Your setup is based on how you actually earn, spend, and get paid. No unnecessary reports. No templates that do not fit your business.
Clear and predictable communication
You know when your books are closed, what documents are needed, and what to expect next. Questions are answered in plain language by email or chat.
What you can expect when you work with us
Monthly Bookkeeping in 4 Steps
Your books are reviewed, closed, and ready within the first 7 to 10 days of each month, so you always know where you stand.
STEP 1
Upload & Go
At the start of the month, you upload your standard financial documents. Once submitted, we take full ownership of the process for that month.
STEP 2
Review & Confirm
We review your files and confirm everything needed to complete the month. If anything is missing, you receive a short checklist so issues are resolved quickly.
STEP 3
Reconcile & Verify
We reconcile and verify all accounts so your records are complete and consistent. You can trust that the numbers reflect what actually happened.
STEP 4
Deliver Clear Reports
We close your books and deliver clear reports that show results, trends, and open questions. The month is complete, and you know exactly where your business stands.
Who We Help
Our services work best for clients who want their finances handled consistently, clearly, and without surprises.
For our Spanish-speaking clients, we’re happy to provide the same level of service and clarity.
Service Businesses
Client based businesses with recurring activity that want clean monthly books and predictable financial routines, without chasing reports or fixing issues later.
Freelancers & Creators
Independent workers juggling multiple income sources who want to understand what they earn, what they spend, and what to set aside for taxes.
Online Shops
E-commerce sellers dealing with payouts, fees, and platform complexity who need sales and cash flow to actually make sense.
Individuals & Tax Clients
W-2 earners and self employed individuals who want accurate tax preparation without scrambling for documents or guessing at numbers.
Trusted by professionals like you
Including tutors, coaches, designers, photographers, and many more
Getting started is simple and low pressure
Start with a short call to confirm fit. If it makes sense, we take care of setup and get your books on track.
Free Fit-Check Call
A short call to understand your situation and confirm we are a good fit.
No pressure.
Custom Proposal
You receive a clear scope and next steps before anything starts.
100% Customizable.
Onboard & Launch
We handle setup and begin monthly bookkeeping.
You know exactly what to expect.