Small Business Services

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleanin up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Quickbooks Services

Save Time and Money With QuickBooks.

Part-time CFO Services

You Get All the Benefits of a Full-Time CFO… At a Part-Time Price!

Accounting Done For You

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best

Cash Flow Management

In this Economy “Cash is King”… We’ll Make Sure You Are Positioned Right.

Succession Planning

Passing Your Business to a Family Member or Associate Can Be a Risky Proposition.

Strategic Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Employee Retention Strategies for Proactive San Diego Bosses

Your employees are happy, right? They’re never going to leave you ... right?They’re not looking for another San Diego job ... uh ... right?You know what the answers are: Maybe, wrong, and I sure hope not.Sooner or later, the advantage will swing back to you, the boss...

How San Diego Businesses Can Raise Prices Without Losing Customers

Are you watching your COGS these days?(I, ahem, hope you know what those letters stand for, because if not ... well, then we should DEFINITELY talk. calendly.com/serranobookkeeping/15min?month=2020-11 )Has it gone up?You're probably not alone given what kind of...

Luis Serrano’s Tips for How to Raise Your Prices Properly

You’ve likely heard the inflation numbers of late. Prices are going up.In fact, consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost...

San Diego SMB Owners – Don’t Panic About The Business Supply Chains

Remember when the monster cargo ship Ever Given jammed the Suez Canal? After the Given had been stuck just five days, almost 400 other freighters were backed up waiting to pass through the Canal. Experts began predicting temporary shortages of everything from exercise...

Is The Employee Retention Tax Credit Right For Your San Diego Business?

There is a LOT of smoke emanating from Congress right now. As usual, with Congress, there are always rumors and mutterings -- what matters is what is actually signed into law.And we'll keep you up to date on what you might need to know.But speaking of Congressional...

Luis Serrano’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in San Diego. And I would argue it’s been doubly so for San Diego business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as the...

Things To Consider Before Selling Your San Diego Business

You’ve put in the years, labored long days, sweat the bad times, and high-fived in the good as your business grew. Now, it looks like it’s time to step away into the next life stage, slay the next dragon. It’s time to sell. (You think.)Whether you’re headed to another...

Disaster Recovery Planning Your San Diego Small Business Probably Needs

The phone rings in the middle of the night and a voice says your office is on fire. Early on a long weekend, that old pipe in the back finally bursts and no one will see the water for days. Or suddenly the Weather Channel’s saying a hurricane is barreling in your...

Cloud Computing Benefits and Risks for San Diego Businesses to Consider

In the olden days, San Diego business owners kept track of their records by hand in the old reliable notebook or ledger. So what an innovation it must have seemed to move business information to a floppy disk that could plug into a computer.The disks got smaller (and...

Commercial Real Estate Opportunities In San Diego NOW

As a trusted San Diego small business owner, you’re no doubt fully aware of the importance of your business location. This is especially the case if you have a retail store or deliver a service where San Diego customers come to you -- you need a location with ease of...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more