Business Details
Trusted Accounting & Business Consulting Services in Pasadena
We are accounting and business professionals with over 15 years of experience serving small to medium-sized businesses, nonprofits, real estate firms, and individuals. Our expertise spans QuickBooks setup and training, financial reporting, payroll processing, and bookkeeping clean-up work. We specialize in remote accounting services for clients across the U.S., offering tailored solutions for diverse industries including retail, property management, and nonprofit organizations.As a QuickBooks Pro Advisor since 2001, we combine technical proficiency with personalized service to help businesses streamline financial operations. Our team prioritizes accuracy, client education, and collaboration with CPAs to ensure tax compliance and long-term financial success.
Services
Accounting Services
Bookkeeping
CFO Services
QuickBooks Setup
Payroll Processing
Financial Reporting
Tax Preparation
Business Consulting
Nonprofit Accounting
Retail Bookkeeping
Highlights and features
- 15+ years of experience with QuickBooks Desktop and Online platforms
- Specialized expertise in nonprofit, real estate, and retail accounting
- Remote services available nationwide with secure data handling
- Comprehensive financial solutions from startup setup to audit preparation
- Client-focused approach combining technical expertise with personalized training
Associations and certifications
- QuickBooks Pro Advisor
What people say
Great QuickBooks transition
Excellent accounting skills
Highly recommend
Accurate and efficient
Professional setup
Services
Accounting Services
We provide comprehensive accounting solutions for small to medium businesses, including financial statement preparation, tax compliance, and audit support. Our services ensure accurate record-keeping and regulatory compliance while helping businesses make informed financial decisions. With expertise in nonprofit and commercial accounting, we serve clients nationwide through secure remote systems.
Bookkeeping
Our bookkeeping services include daily transaction recording, bank reconciliations, accounts payable/receivable management, and payroll processing. We specialize in system clean-up and implementation for businesses needing to organize disarrayed financial records. Clients receive regular reporting and can access their books 24/7 through secure online platforms.
QuickBooks Setup
We configure QuickBooks systems tailored to business needs, including chart of accounts setup, payroll integration, and bank connectivity. Our ProAdvisor certification ensures optimal software configuration for both desktop and online versions. We provide training and documentation to ensure smooth transitions and efficient ongoing use of accounting software.
CFO Services
Our CFO services offer strategic financial guidance including budget development, cash flow management, and business performance analysis. We help businesses create financial frameworks for growth while maintaining day-to-day accounting operations. This includes grant management support for nonprofits and construction accounting for real estate clients.
Nonprofit Accounting
Specialized accounting for nonprofit organizations including grant compliance, restricted fund tracking, and IRS donation letter preparation. We manage complex reporting requirements, budget development, and audit preparation while ensuring adherence to OMB Circulars and other regulatory standards for charitable organizations.
People
Lisa A. Swan
President
MBA graduate with 19+ years of accounting experience and QuickBooks Pro Advisor certification since 2001. Specializes in financial systems implementation and business consulting for diverse industries including real estate, nonprofits, and retail businesses.
Brenda Kyle
Bookkeeper
Part-time bookkeeper since 2019 with expertise in data entry and accounting processes. Supports clients with daily bookkeeping needs while balancing field work in the San Gabriel Mountains region.
Questions
What accounting services do you offer?
We provide full-service accounting including financial reporting, payroll processing, tax preparation, bookkeeping clean-up, and system setup for QuickBooks Desktop and Online platforms.
Do you support nonprofit organizations?
Yes, we specialize in nonprofit accounting with expertise in grant compliance, restricted fund management, and IRS donation letter requirements for charitable organizations.
Can you help with QuickBooks implementation?
As a QuickBooks Pro Advisor since 2001, we offer complete system setup, data migration, and training for both desktop and online versions of the software.
Do you work with remote clients?
Yes, we serve clients nationwide through secure remote bookkeeping systems with encrypted data handling and regular electronic reporting.
What industries do you specialize in?
We focus on nonprofit organizations, real estate/property management, retail businesses, and professional service firms with tailored accounting solutions.
How do you ensure data security?
We use encrypted file storage, password-protected systems, and sign NDAs with all clients to maintain strict confidentiality and data protection standards.
