Business Details
22 Years
experience
Trusted Accounting & Bookkeeping Solutions in Santa Cruz
Candace Ebert & Co. has built a long-standing reputation as a trusted accounting partner since 2004. Originally established as a home-based sole proprietorship, our firm has evolved through strategic name changes while maintaining unwavering core values. We specialize in delivering progressive accounting systems tailored to small and mid-sized businesses, focusing on cash flow management, compliance reporting, and customized financial statements. Our team combines real-world experience with cutting-edge technology, offering services like remote accounting, QuickBooks setup, and HR consulting.By staying at the forefront of accounting software innovations, we provide timely, cost-effective solutions that save clients an average of 45% compared to in-house staff. Our commitment to reducing administrative burdens allows business owners to concentrate on growth while we handle complex financial operations.
Services
Bookkeeping solutions
Professional accounting services
Tax preparation
Business consulting
QuickBooks setup
Remote accounting
HR consulting
Payroll services
Financial statements
Compliance reports
Details
- Year established: 2004
Highlights and features
- We save clients 45% compared to in-house accounting staff
- We offer remote accounting with iPad setup and online QuickBooks
- Our team includes certified professionals with 16+ years of experience
- We provide HR consulting and customized payroll solutions
- We implement technology-driven systems for real-time financial management
What people say
Highly recommend
Extremely accommodating
Go above and beyond
Timely and accurate
Knowledgeable and considerate
Services
Bookkeeping solutions
Our bookkeeping services ensure accurate financial tracking through modern systems. We manage accounts payable/receivable, bank reconciliations, and financial reporting while integrating with cloud-based platforms. Clients benefit from real-time financial visibility and error reduction through our technology-driven processes.
Professional accounting services
We provide comprehensive accounting solutions including financial statement preparation, budgeting, and tax compliance. Our team handles complex accounting needs for businesses with specialized requirements. Clients receive strategic financial guidance to support informed decision-making and long-term growth planning.
Payroll services
Our payroll services cover tax filings, direct deposits, and compliance reporting while managing unique payroll requirements. We handle government filings, PTO tracking, and workers' compensation audits. Businesses benefit from accurate, timely payroll processing that reduces administrative burdens and ensures regulatory compliance.
Business consulting
We offer strategic consulting for business growth through financial analysis and operational optimization. Services include cash flow management, expense analysis, and accounting system implementation. Clients receive tailored advice to improve financial performance while leveraging technology for operational efficiency.
Tax preparation
Our tax services cover business and personal tax preparation with strategic planning for tax savings. We handle complex filings and compliance requirements while providing year-round tax strategy guidance. Clients benefit from accurate filings and proactive tax planning to minimize liabilities.
People
Candace Ebert
CEO
With over 16 years of accounting experience, Candace founded the firm in 2004 while earning her accounting degree. She specializes in business management and strategic financial solutions for small businesses.
Kristin Main
Business Manager
Manages client relations and financial reporting while handling sales tax compliance and business operations. Brings extensive experience in accounting and client management to support business growth.
Miranda Lopez
Account Manager
Provides account management services with a focus on personalized financial solutions. Combines technical expertise with client-focused service to optimize accounting processes for businesses.
Mona Lipski
Account Manager
Santa Cruz native with deep local business knowledge. Specializes in account management while leveraging regional expertise to deliver tailored financial solutions for area businesses.
Kayton Rivera
Payroll Specialist
Handles complex payroll needs including PTO management and government compliance filings. Specializes in resolving payroll challenges and implementing efficient wage processing systems.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, payroll services, financial statements, business consulting, and HR solutions for small to mid-sized businesses.
Do you serve businesses outside Santa Cruz?
Yes, we service businesses from San Francisco to Big Sur while maintaining our Santa Cruz headquarters.
How can your services save me money?
Clients save 45% on average compared to in-house accounting staff through our efficient outsourced solutions.
What accounting software do you use?
We work with QuickBooks, Swizznet, Dropbox, and online client portals while providing technology setup and training.
How experienced is your team?
Our team includes professionals with 16+ years of experience handling complex accounting needs for diverse businesses.
