Business Details
Trusted Virtual Accounting Services for Small Businesses
Founded over two decades ago, our firm specializes in providing virtual accounting solutions tailored to small and medium-sized businesses across diverse industries. We leverage cutting-edge technology like QuickBooks Online and QBox to deliver remote bookkeeping, tax preparation, and financial analysis services with precision and efficiency. Our expertise spans sectors including real estate, healthcare, construction, e-commerce, and more. We operate as a seamless extension of our clients' operations, offering scalable solutions that adapt to evolving business needs.Our team's deep understanding of GAAP standards and proactive tax planning strategies ensures businesses maintain compliance while optimizing financial performance. Clients across Southern California, Las Vegas, and beyond benefit from our commitment to accuracy, transparency, and personalized service that empowers data-driven decision-making.
Services
QuickBooks Setup
Bookkeeping Catch Up
Tax Preparation
Financial Analysis
Proactive Tax Planning
Accountable Plans
Chart of Accounts Management
Custom Financial Reports
Highlights and features
- 20+ years of virtual accounting expertise for SMBs
- Industry-specific solutions for real estate, construction, healthcare & more
- Cloud-based technology integrations for seamless collaboration
- Accurate financial reporting compliant with GAAP standards
- Proactive tax planning strategies to minimize liabilities
Associations and certifications
- QuickBooks Advanced Certified ProAdvisor
- Registered Tax Preparer with the CTEC
Services
QuickBooks Setup
Our QuickBooks setup service ensures your accounting software is properly configured for maximum efficiency. We customize chart of accounts, establish user permissions, and integrate company branding elements to create a tailored financial management system. This foundational work enables accurate tracking of income and expenses while maintaining compliance with industry standards.
Bookkeeping Clean-Up
We specialize in restoring financial order by reconciling bank statements, verifying loan balances, and restructuring disorganized chart of accounts. Our clean-up process transforms chaotic financial records into accurate, actionable data that reflects your business's true financial position while maintaining compliance with regulatory requirements.
Tax Preparation
Our tax preparation services combine regulatory expertise with proactive planning strategies. We ensure compliance with current tax laws while identifying legitimate deductions and credits to minimize liabilities. The service covers individual returns, sole proprietorships, partnerships, and S-corporations with a focus on accurate documentation and timely submission.
Financial Analysis
Through detailed financial analysis, we provide insights into business performance by examining cash flow patterns, expense trends, and revenue streams. Our reports help identify growth opportunities while maintaining compliance with accounting standards. This service includes customized dashboards and variance analysis to support strategic decision-making.
People
Stephanie Peterson
Owner & Lead Accountant
Certified QuickBooks ProAdvisor with 20+ years of accounting experience specializing in virtual bookkeeping for SMBs. Holds California Real Estate Sales Agent license #02002991 and CTEC tax preparer certification #A318310. Expertise spans multiple industries including construction, healthcare, and e-commerce.
Questions
What accounting software do you support?
We specialize in QuickBooks Online and Desktop configurations, ensuring proper setup and ongoing software maintenance.
Do you handle payroll services?
While we don't manage payroll processing, we can set up payroll systems and provide tax documentation preparation.
How do you ensure data security?
We use secure document portals and industry-standard encryption for all financial data transfers and storage.
What industries do you serve?
Our clients include real estate professionals, contractors, medical device companies, e-commerce businesses, and service-based enterprises across multiple states.
How are your services billed?
Monthly bookkeeping includes base services with additional work charged at la carte rates. Tax services are project-priced based on complexity.
Can you help with existing financial records?
Yes, we offer comprehensive bookkeeping clean-up services to organize and reconcile historical financial data across any time period.
Videos
