Less Screen-Time, More Sunscreen

Quickbooks Small Business Bookkeeping
 

Quickbooks Setup,

Conversion & Training

ABOUT US

2019 Winner of San Diego Award Program - Bookkeeping Services.

 

We have 15+ years of small business bookkeeping experience across a wide range of industries.  

We consider the stewardship of our client's financials as an honor and responsibility.

We manage the books with the same excellence that we do our own.  Success to us is the success and growth of our clients. 

 

We look to move beyond the basic compliance of accounting and resolve challenges and pain points for our clients and improve processes and systems.  

Our client's continued trust and recommendations are our greatest compliments.  

OUR SERVICES

BOOKKEEPING SERVICES 

Books Review, Clean up, & Catch up. 

Quickbooks Trainings

Set-up, & Conversions.

Monthly, Quarterly, and Fiscal

Bookkeeping Services & Support

We specialize in Quickbooks Bookkeeping and Financial Advisory Services. 
All of our bookkeepers are Quickbooks Certified ProAdvisors.
Our Advisory Services dig deeper into the financials to provide the data and insights needed to make plans and decisions on the challenges and goals of the business.  
We no longer offer tax filing services, instead, we manage and prepare our client's financials which their CPA or tax professional uses.
 
This is cost-effective for our clients and the benefit of having another set of eyes on the financials.
If you need tax services, we work with a handful of CPA
and tax professionals that we can recommend.
Luis & Tiffany Serrano
SB 2019 Award.jpg
PRICING

We're not interested in a race to the bottom, to be the cheapest service.

We provide excellent, experienced, reliable, and personable service.  We admire our small business owners, their passion for what they do inspires and enriches our lives.      

Bookkeeping Services Offered: 

Quickbooks Trainings and Books Catch Up & Clean up services.

We offer a one-on-one 90-minute session with a ProAdvisor in which Quickbooks Set-up, Training, and Clean-up can be performed tailored to the client's individual needs. 

This session is a flat $295 rate and has been very effective for clients. 

 

We block off 2 hours for these in-person or remote sessions to give time to discuss needs but have found that the training is retained less when beyond 90-minutes.  

Hourly project work as needed is billed beginning at $150/hour.

Financial Advisory Services are custom-tailored and priced.

 

Quarterly, Monthly, and Yearly Bookkeeping Services Offered.
 

Monthly services rates tiers;

 

The first tier begins at $295 per month for straight forward companies (1-3 accounts with moderate volume). 

The second tier begins at $395 per month.  Higher accounts and needs.

The third tier begins at $495 per month for clients with the most complex set of books

Quarterly services offer a discount over monthly service rates. 

Starting at $595 - $795 - $995 respectively.  

 

Large Projects (i.e. catching up a prior year, several months) Requires a review to provide a customized estimate.  

 

Contact us for a rate estimate or custom quote.

The cost of bookkeeping services is calculated on three main factors.

 

The first is the number of accounts the business has. 

 

The second is the volume of transactions a business runs. 

 

The third is the complexity of a business's accounting practices.

 

These three factors determine the service level needed.  

 

 
REVIEWS
Contact us to discuss your accounting needs.

We are here to assist. Contact us by phone or email for more details or to schedule.

 
 
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