Business Details
Trusted Accounting & Business Consulting Services in Los Angeles
We are a team of dedicated accounting and business professionals with over 15 years of experience serving diverse industries including non-profits, retail, real estate, property management, and professional services. Our expertise spans financial reporting, paperless filing systems, and comprehensive bookkeeping solutions tailored to small and medium-sized businesses. We specialize in all versions of QuickBooks Desktop and Online, as well as Xero and third-party software, ensuring seamless financial management for our clients.Our approach combines personalized service with technical proficiency, offering remote support across the United States while maintaining local accessibility in Los Angeles. We collaborate closely with CPAs and tax preparers to optimize financial processes and reduce tax preparation costs. With a focus on system setup, payroll integration, and chart of accounts organization, we empower businesses to maintain accurate, efficient financial operations from inception through growth.
Services
Bookkeeping Services
Accounting Services
CFO Services
QuickBooks Setup
Payroll Setup
Financial Reporting
Business Consulting
System Migration
Tax Preparation Support
Remote Bookkeeping
Highlights and features
- We offer 15+ years of experience in accounting and business consulting.
- Our team specializes in all versions of QuickBooks Desktop and Online.
- We provide nationwide remote bookkeeping support with local accessibility.
- We collaborate with CPAs to reduce tax preparation costs for clients.
- Our services include system setup, payroll integration, and chart of accounts organization.
Associations and certifications
- QuickBooks Pro Advisor
What people say
Great QuickBooks guidance
Excellent accounting skills
Highly professional service
Accurate financial management
Responsive and helpful
Services
Bookkeeping Services
Our bookkeeping services ensure accurate financial record-keeping for small to medium businesses. We handle accounts receivable/payable, payroll processing, bank reconciliations, and month-end closing procedures. Our expertise spans multiple accounting platforms including QuickBooks Desktop and Online, Xero, and Excel-based systems.
QuickBooks Setup
We specialize in comprehensive QuickBooks setup for new and existing businesses. Our services include chart of accounts organization, payroll integration, payment processing setup, and migration from other accounting systems. We support all versions of QuickBooks Desktop and Online, including industry-specific editions for nonprofits and self-employed individuals.
Accounting Services
Our accounting services cover financial reporting, budgeting, forecasting, and tax preparation support. We work with clients to establish customized reporting systems that meet their specific business needs while maintaining compatibility with CPA requirements for seamless tax filing processes.
Business Consulting
We provide strategic business consulting focused on financial process optimization. Our services include system implementation, workflow analysis, and financial management training. We help businesses transition to paperless systems and improve financial reporting accuracy through tailored solutions.
Payroll Services
Our payroll services integrate seamlessly with accounting systems to ensure accurate employee payments and tax filings. We handle payroll setup, direct deposit implementation, tax withholding calculations, and year-end reporting requirements for businesses using Intuit Full Service Payroll and other platforms.
People
Lisa A. Swan
President
Lisa Swan is a certified QuickBooks Pro Advisor with 15+ years of experience in accounting and financial management. She holds an MBA from Norwich University and specializes in implementing financial systems for small to medium businesses across various industries.
Questions
What accounting software platforms do you support?
We support all versions of QuickBooks Desktop and Online, Xero, and Excel-based systems. Our team is certified as QuickBooks Pro Advisors by Intuit.
Do you work with businesses outside Los Angeles?
Yes, we provide remote bookkeeping services to clients throughout the United States while maintaining local accessibility in Southern California.
How do you handle tax preparation support?
We collaborate with your CPA to organize financial records and implement systems that reduce tax preparation costs and improve filing accuracy.
What industries do you specialize in?
We work with non-profits, retail businesses, real estate firms, professional services, and individuals across the San Gabriel Valley and beyond.
Can you help with QuickBooks migration?
Yes, we assist with migrating from other accounting systems to QuickBooks and can transition businesses between different QuickBooks versions.
What bookkeeping services do you offer?
We provide complete bookkeeping services including accounts payable/receivable, payroll processing, bank reconciliations, and month-end closing procedures.
