QuickBooks Services

We are proud to be a Certified ProAdvisor serving your businesses. We offer full training and technical support specifically designed for small business owners and their staff members to help processing and maintaining proper accounting proper accounting records. This will result in producing accurate and complete financial statements which will help monitor and analyze your business growth and profitability. We offer different packages.

You can purchase the most recent version of QuickBooks at a savings of up to 20% if you are our clients.

New Business

  • Evaluation of your business accounting needs on daily and regular basis for the use of QuickBooks.
  • Base on the above evaluation we will help you to choose and purchase the appropriate version of QuickBooks accounting Software for your business.
  • Proper installation of QuickBooks Software into your computer.
  • Proper Setup of your company file, customize the chart of accounts according to your business needs.
  • Set up entire accounting package including payroll, account receivables, account payables, inventory, fixed assets and depreciation, cash accounts and reconciliation.
  • Our special training includes basis accounting principles and how to use QuickBooks efficiently.

Current Business QuickBooks Users

  • Evaluation of your understanding of QuickBooks software and some basic concepts of accounting principles.
  • Training and technical support on how to process and maintain customers and receivables includes: invoicing, receive payments, entering bills, entering credit card charges and credit.
  • Training and technical support on how to process and maintain vendors and payables, includes: entering bills, paying bills, entering credit card charges and credits.
  • Write checks, make other deposits, enter ATM debits, bank transfers and bank reconciliation.

Adding Payroll

  • Payroll processing, tax deposits and filing payroll tax for EDD and IRS.
  • Detail review of financial statements, bank reconciliation statements, account receivables and payables for accuracy and completeness.
  • Review payroll for accuracy and completeness.
  • Prepare necessary adjusting general journal entries to close the accounting period.
  • Recommendation and suggestions to improve the efficiency and profitability of the business.

Bookkeeping Services in QuickBooks

If you are too busy running your business, we can handle all bookkeeping functions from A to Z in QuickBooks for you at affordable rates. In addition, you still have access to see the results of your business by running financial reports, so this will make you feel comfortable of having control over your business without crunching the numbers and dealing with taxes. Therefore, you can save time (= money) for your business and more personal time with your family. You should enjoin your business, not suffer from having a business. Give us a call now 714-995-2681.

Accounting Review

Accounting Review: CPA can quickly review and fix common data entry errors. We prepare necessary adjusting journal entries to close accounting period monthly, quarterly, or yearly. We will make recommendation and suggestions to improve the efficiency and profitability of your business. We not only saves you time , but we save you money and get you a good financial foundation for management purpose, bank loans, agency requirements, and taxes.

You can send your company data to us for Client Data Review, then after we review and make adjustments, we send it back to you for loading data back to your computer.

We know how important finding the right CPA is. We offer great services at affordable fees. Please give us a call or come by the office. We’ll be happy to see you and answer all the questions that you may have. You’ll leave with a sense of relief, trust and confidence you’ve never felt before. We can come to you and meet outside normal business hours if preferred.

Great Services at Affordable Fees

We offer a free initial consultation. Please call us or fill in the form below. We will contact you immediately.

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