Services
Not only do we build businesses we build lasting relationships. We help businesses keep their finances in order so they can focus on running their day to day schedules.
Registering New Businesses
We manage everything needed to get your business up and running. We work with you to make sure that your business is in compliance with all state and government agencies.
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Register your business with the California Secretary of State
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Register or obtain licensing with government, city, state and local tax authorities
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Employer responsibilities of obtaining and registering for EIN, EFTPS and workers comp insurance
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Annual filing of SOS statement
QuickBooks
Our many years of QuickBooks experience allows us to assist you with getting your financial software up and running with a constant work flow. We can assist you with any issues along the way. We're here to help you successfully manage your business.
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QuickBooks setup and training
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Assist in integrating third party software
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Provide limited tech support to task oriented questions
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Ensure QuickBooks file is ready for CPA
Payroll
We manage and process small business payroll under 30 employees. We also process household payroll tax returns. Additionally, we process annual 1099/1096 reporting.
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Small business payroll setup in QuickBooks
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Household Payroll
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Quarterly and annual payroll tax filings
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1099 & 1096 processing
Attorney Client Billing
We process monthly client billing which includes client costs, receivables and client trust account transactions using Timeslips & TimeSolv software. We make sure your books balance with your billing software. Also, client history billing analysis for court case settlements.
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Post time, client costs and receivable
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Review, edit, finalize and management of invoices
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Maintain and manage attorney client trust account transactions
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Client billing analysis and reporting
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LawPay setup to ensure client payments are in compliance with IOLTA guidelines
Business Management
Your own personal financial assistant. We assist you in the management of your business. We handle accounts payable, bank transfers, sales and payroll tax filings, preparation of community property balance sheet (assets and liabilities) and financial reports.
We act as a liaison between you and your CPA, Financial Advisor, Bank, Attorney, Insurance Agents, etc. Additionally, we manage and process reporting of independent contractors.
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Monthly bank and credit card reconciliations
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Accounts payable and receivable
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Preparation of quarterly and annual financial statements
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QuickBooks account management & analysis