We offer professional, confidential services to our clients, both individuals and small businesses. For over 20 plus years, we enjoy providing accounting, record-keeping, tax and payroll services virtually throughout California, Texas, Nevada, Utah, Colorado, Hawaii, and Michigan. Our satisfaction comes from helping our clients achieve their financial needs, goals and dreams. We are delighted you are here and look forward to helping you achieve your goals.
With over 20 years of experience in accounting, I help individuals and business owners find clarity, confidence, and control in their finances. I’m a mom of two teenage boys, an advanced certified scuba diver, a world traveler, and a lifelong learner—fluent in English and German, and currently studying Hawaiian, Portuguese, and French.I’m also a cult survivor, public speaker, and advocate for education, women, and pro-life values. My certifications in Reiki, kinesiology, herbology, and essential oils reflect my holistic approach to both life and business.Grounded in morality and common sense, I bring deep knowledge and unwavering support to every client I serve.
We offer fast, reliable, and personalized accounting support to help your business thrive.Key Benefits:• Same-Day Company Formation – typically within 2 hours
• Dedicated Account Manager – your go-to expert for all your needs
• Fixed Monthly Fees – no surprises, no income-based pricing
• Full-Service Bookkeeping – monthly or quarterly
• Tax Planning – proactive strategies to minimize your liability
• Job Costing & Budget Analysis – for better financial insight
• Xero & QuickBooks Support – setup, troubleshooting, and training
• Office Organization & System Setup – streamline your workflow
Full Service Bookkeeping (Automate Bill Payments, A/P, A/R, Account Reconciliations)Data Entry & Record MaintenanceCash/Accrual Basis Financial ReportingAfter-the-Fact AccountingBank & Credit Card Reconciliations (Monthly/Quarterly)Controller OversightDaily A/P, A/R, Banking, and Payroll Support
Financial Analyst Services (Budgets, Cash Flow Management, Statement Review)Accounting Software Setup (QuickBooks)Trust Accounting SetupRSSA (Registered Social Security Analyst) Services
Vendor Bill Entry & PaymentCustomer Invoice Creation/ImportVendor Statement ReconciliationClient/Customer Statement Reconciliation
Trust and Living Will SupportTrust Accounting SetupEstate Tax PreparationTrust & Non-Profit accounting
From 2003 to today, we’ve partnered with hundreds of incredible clients. Meet a few of them below.
Our accounting software connects effortlessly with the tools you already use, keeping everything in sync and hassle-free.
Avalara
Gusto
Relay
Botkeeper
Syft
Fundthrough
Fishbowl
Bitwave
Capital 1
Canopy
Keeper
Intuit
Xero
Since 2003, we've been committed to helping our clients succeed. We stand firmly behind the quality of our work, knowing that accounting is the language of practical business life.