NEW SERVICE

Bookkeeping & Tax Consultation

Meet one-on-one with a Licensed Tax Professional to discuss bookkeeping best practices, contractor tax topics, and practical strategies to help keep your business financially organized.

Whether you're starting your contracting business or looking to improve your current bookkeeping processes, this consultation provides personalized guidance designed specifically for California contractors.

Only $200.00

Schedule Your Consultation

What You'll Receive

60-Minute Private Consultation

Receive a personalized phone consultation with a Licensed Tax Professional to review your bookkeeping practices and contractor tax questions.

Bookkeeping Review

Review your current bookkeeping process and receive recommendations to improve organization and recordkeeping.

Tax Guidance

Discuss contractor-specific tax topics, estimated taxes, deductions, and general tax planning considerations.

Business Organization

Learn practical ways to organize your financial records to better support your day-to-day business operations.

Personalized Recommendations

Receive guidance tailored to your business goals, current bookkeeping practices, and financial needs.

Questions & Answers

Bring your bookkeeping and tax questions and receive professional guidance during your consultation.

What bookkeeping services do you provide?

We provide bookkeeping services designed specifically for contractors and small businesses. Our services include transaction categorization, bank and credit card reconciliations, financial statement preparation, year-end bookkeeping, and ongoing financial record maintenance to help keep your business organized and tax-ready.

Who are your bookkeeping services for?

Our bookkeeping services are ideal for contractors, LLCs, S‑Corporations, sole proprietors, and other small business owners who want accurate financial records without the expense of hiring an in-house bookkeeper.

How often will my books be updated?

Depending on your selected service plan, your books can be updated monthly, quarterly, or annually. We will work with you to determine the schedule that best fits your business needs.

Do I need bookkeeping if my business is new?

Yes. Establishing good bookkeeping practices from the beginning helps you monitor cash flow, prepare for tax season, make informed business decisions, and avoid costly accounting errors as your business grows.

What accounting software do you support?

We primarily work with QuickBooks Online and can also assist with QuickBooks Desktop. If you currently use another accounting platform, contact us to discuss your specific needs.

Can you clean up my existing bookkeeping?

Yes. If your books are behind, incomplete, or inaccurate, we offer bookkeeping cleanup services to organize your financial records and bring them up to date before continuing with ongoing bookkeeping.

Can you work with my CPA or tax preparer?

Absolutely. Our team includes licensed tax professionals who can work directly with you to ensure your financial records are accurate, organized, and tax-ready. If you already have a CPA or tax preparer, we can also provide the financial reports and documentation they need to help make tax preparation more efficient and accurate.

Will bookkeeping help reduce my tax preparation costs?

Accurate bookkeeping often reduces the time required to prepare your business tax return, helps identify deductible expenses, and minimizes errors or missing information during tax preparation.

Are payroll services included?

Payroll services are available as an additional service. We offer affordable payroll solutions for businesses of all sizes, including simplified payroll options for S‑Corporation owners who only need to pay themselves a reasonable salary.

How do I send my financial documents?

We provide a secure process for submitting your financial records electronically. Depending on your needs, documents can be uploaded securely or shared directly through your accounting software.

Is my financial information secure?

Yes. Protecting your financial information is a top priority. We use secure methods to receive and manage your documents and maintain strict confidentiality throughout the bookkeeping process.

How much do bookkeeping services cost?

Our bookkeeping services are customized to meet the unique needs of your business. Schedule a Bookkeeping Consultation to discuss your business, bookkeeping requirements, and goals. We'll review your needs and provide a personalized quote with a service plan that's right for your business.