Dedicated to your sustainable financial prosperity

Executive Summary

What We Do and What Results You Can Expect

Provident Bookkeeping services is dedicated to providing meaningful and effective QuickBooks bookkeeping services to small businesses in and surrounding Orange County, California.

How We Work for You

We custom tailor your QuickBooks set-up to match your small business type, your small business tax structure, the exact way your small business operates and your preferred management style.

All this happens at your office, during an interactive, one-on-one personal work session using your live data while you watch, participate, ask questions and learn on the spot.

That means that your financial reports (profit and loss, cash flow, etc.) from QuickBooks will be accurate, timely and relevant to your small business.  They will become a more meaningful and actionable management tool that you can use to improve the performance and productivity of your small business.

You Can Learn to Love Your Numbers

And, because of these improvements, our clients discover that they enjoy running their small business, and have more free time to pursue other activities.

With proper set-up and training, you can see where your small business has been, predict where it’s going, and make changes you deem appropriate to steer your small business in the direction you prefer in the future.  You gain control by managing your small business "by the numbers" that you know you can trust.  All those benefits are available to you with the proper set-up and operation of QuickBooks for your small business and a few sessions with Kathy to show you how to use the financial statements to gain control of the future of your small business.

Team Players Focused on Your Priorities

We respect your clients’ choice of income tax preparer, so we work with your preferred provider to make a seamless transition from bookkeeping to income tax preparation.  We will not seek to undermine that relationship, or create other unnecessary distractions to your stated objectives.

We’re Available to You Now and Later

Whether you’re looking for a one-time quick fix or an on-going relationship, Kathy provides hands-on QuickBooks small business bookkeeping services on site to quickly get your small business properly set up, cleaned up and caught up.

She provides on-site QuickBooks and bookkeeping tutoring in a patient and non-judgmental manner.

Kathy is also available on an on-going basis for overview services, for regular checkups or year-end touch ups before tax time.  That means, once everything is caught up, Kathy is available for on-going small business bookkeeping and overview services to keep your small business bookkeeping work accurate and up to date.

We often train your staff to perform the daily clerical functions.  That popular arrangement is often coupled with Kathy’s monthly overview services to perform other tasks, such as your bank reconciliations and act as a second pair of eyes on your books.  Many of our overview assignments are performed at flat price basis.

Free Cell Phone Accessibility

Between assignments, and when she is out of the office, Kathy is directly accessible by cell phone to clients for quick questions or updates.  We do not surcharge for this service to our clients.

How Kathy’s Competence and Judgment Get Results

Kathy has earned her professional bookkeeping designation from Intuit, Inc. as a Certified QuickBooks ProAdvisor.  She is a professional senior-level full-charge small business bookkeeper with over 30 years experience in providing credible, accurate and thorough small business bookkeeping services for managing your small business and coordinating with your tax preparer to CPA standards.

Kathy understands accounting thoroughly and from a conceptual basis, so she knows how to solve problems from that fundamental basis.  She has a mastery of QuickBooks software that matches her understanding of accounting principles.  That means, she has the theoretical and practical basis of solving accounting and bookkeeping problems with practical solutions that you can implement in your small business.

Moving Beyond Taxes to Improve Profitability

Beyond support for yearly tax preparation, you can see which activities are producing higher profits, and which activities should be scaled back.  You’ll know how much you’re spending on what, and how efficiently your expenditures are working for you.  You’ll also be able to see which expenses should be increased for better utilization of your cash outflow.

Track and Manage Your Job and Product Costs

If your company is job-oriented, you will see which projects are most profitable, where the costs are concentrated, how to more accurately bid work, and how to track costs in real time compared to your estimates.  If your company manufactures or sells products or provides services, you can track and manage your production costs and overhead expenses.

You have immediately access to information to possibly prevent a financial disaster before it happens.  You will be controlling your small business ahead of the curve instead of finding out after it’s too late.

This approach of running your small business "by the numbers" is how to successful small business owners manage their profitable small businesses. They "know their numbers."  When you know your numbers, you will be able to control your costs and increase your profitability and cash flow.

Hate QuickBooks?  Give It A New Chance to Change Your Mind.

If you hate QuickBooks now, you will love QuickBooks after Kathy shows you how easily you will clearly see your small business in a new light.  It is surprisingly easy and quick – only if your small business is properly set up on QuickBooks.  Kathy will show you how to understand and act upon your QuickBooks small business reports so you will be able to gain control and manage your small business to maximize your profitability and cash flow.

How to Get Started Right Away

We can usually get started right away.  Kathy will schedule a meeting with you at your office to review your situation and QuickBooks file.  She’ll go over with you what needs attention and estimate the work involved.  Once you’re more familiar with QuickBooks, you may be pleased to learn that you may want to do some of the work yourself to save time and money.  If that appeals to you, Kathy will coach you through that, too.

She’ll go over many options on how you can resolve the situation, including task-sharing with you or your staff, and suggest clerical-level contractors we have trained to do the data entry work if you prefer to have this work done for you.  She’ll be available throughout this process to overview the work and ensure it’s being done properly.  The point is, you’ll have options to choose from, not just "one size fits all" approach.

Considering Coordinated Income Tax Preparation?

If you’re considering an upgrade in your income tax preparation services, we’re available to provide income tax services in a coordinated manner, so you’ll be sure that nothing gets dropped out or misunderstood between the bookkeeper and the tax accountant.  Our coordinated income tax service also provides the benefits of the same attention to detail and careful craftsmanship that stands us apart from the usual "tax-mills."

Benefits Beyond Ordinary Income Tax Preparers

Our coordinated income tax service offers proactive audit deterrence measures, penalty avoidance strategies, and tax reduction strategies for you. Tom is a California registered and bonded tax professional, and knows how to take full advantage of legal opportunities for you while safeguarding your best interests by refusing to embark on reckless and questionable adventures that sacrifice your peace of mind.

Tom’s tax practice remains a manageable size so that his clients receive priority treatment, fast response and patient attention to detail, even during the height of tax season.  He insists on keeping his clients worry-free and out of harm’s way by meticulous follow up and careful documentation.

Your tax returns will be complete and comprehensive in their preparation and presentation, so taxing agencies will have all the required information immediately at their disposal should they come to review your income tax return in consideration for audit.  When taxing agencies see the high degree of care and thoroughness in your tax return, they’ll take that into consideration when determining whether to move ahead and audit your returns, instead of someone else whose tax preparer was employing the old "hide the ball" strategy, cutting corners and playing "audit roulette."

Simply ask about our income tax services if you’re interested in learning more about how the coordinated approach will benefit you, your business, your cash flow and your peace  of mind.

Areas We Serve in Southern California

(949) 583 1040  |  (877) 412 1040

Orange County (OC), Southern California

Aliso Viejo, Orange County (OC), Southern California ▪  Anaheim, Orange County (OC), Southern California  ▪  Costa Mesa, Orange County (OC), Southern California  ▪  Coto De Caza,  Orange County (OC), Southern California  ▪  Dove Canyon, Orange County (OC), Southern California  ▪  Foothill Ranch, Orange County (OC), Southern California  ▪  Irvine, Orange County (OC) (OC), Southern California  ▪  Ladera Ranch, Orange County (OC), Southern California  ▪  Laguna Beach, Orange County (OC), Southern California ▪  Laguna Hills, Orange County (OC), Southern California  ▪  Laguna Niguel, Orange County (OC), Southern California  ▪  Lake Forest, Orange County (OC), Southern California  ▪   Mission Viejo, Orange County (OC), Southern California  ▪  Newport Beach, Orange County (OC), Southern California  ▪  Orange, Orange County (OC), Southern California  ▪  Rancho Santa Margarita, Orange County (OC), Southern California  ▪  San Clemente, Orange County (OC), Southern California  ▪  San Juan Capistrano, Orange County (OC), Southern California  ▪  Santa Ana, Orange County (OC), Southern California  ▪  Trabuco Canyon, Orange County (OC), Southern California  ▪  Tustin, Orange County (OC), Southern California

Riverside County, Southern California

Corona, Riverside County, Southern California ▪ Norco, Riverside County, Southern California ▪ Ontario, Riverside County, Southern California ▪ Riverside, Riverside County, Southern California

Los Angeles County, Southern California

Bellflower, Southern California ▪ Carson, Southern California ▪ Cerritos, Southern California ▪ Commerce, Southern California ▪ Lakewood, Southern California ▪ Long Beach, Southern California ▪ La Mirada, Southern California ▪ Norwalk, Southern California ▪ Paramount, Southern California ▪ Redondo Beach, Southern California ▪ Seal Beach, Southern California

San Diego County, Southern California

Carlsbad, San Diego County, Southern California ▪ Coronado, San Diego County, Southern California ▪ Escondido, San Diego County, Southern California ▪ Oceanside, San Diego County, Southern California ▪ San Marcos, San Diego County, Southern California ▪ Vista, San Diego County, Southern California

Service Areas by Zip Code

92656 92698 92801 92802 92803 92804 92805 92806 92807 92808 92809 92812 92814 92815 92816 92817 92825 92850 92899 92811 92821 92822 92823 90620 90621 90622 90624 92624 92625 92626 92627 92628 90630 92629 92650 92609 92610 92708 92728 92831 92832 92833 92834 92835 92836 92837 92838 92840 92841 92842 92843 92844 92845 92846 92605 92615 92646 92647 92648 92649 92602 92603 92604 92606 92612 92614 92616 92618 92619 92620 92623 92697 92709 92710 90631 90632 90633 90623 92694 92651 92652 92637 92653 92654 92607 92677 92630 90720 90721 92655 92690 92691 92692 92658 92659 92660 92661 92662 92663 92657 92856 92857 92859 92862 92863 92864 92865 92866 92867 92868 92869 92870 92871 92688 92672 92673 92674 92675 92693 92701 92702 92703 92704 92705 92706 92707 92711 92712 92725 92735 92799 90740 92676 90680 90742 90743 92678 92679 92780 92781 92782 92861 92683 92684 92685 92885 92886 92887

Also Available

Expert Income Tax Services – Expert services in income tax reduction, penalty avoidance, audit deterrence and income tax preparation, and profit improvement and small business value enhancement strategies available from Provident Financial Services

Certified Small Business Valuation Services – Expert accredited small business valuation and value enhancement services available from Provident Valuation Professionals

Provident Bookkeeping Services

(949) 583 1040  |  (877) 412 1040

Physical mailing address: 24552 Raymond Way, #1120, Lake Forest, CA 92609

Located Near Bake Parkway and Jeronimo Road

Disclosure Required by Moore v. California State Board of Accountancy: Provident Financial Services and Provident Bookkeeping Services provide accounting services in and adjacent to Orange County (OC), California not requiring state licensure.

Provident Bookkeeping Services is not affiliated with QuickBooks or Intuit, Inc. QuickBooks is a registered trademark of Intuit, Inc.

Orange County (OC) Southern California Bookkeeping Services, Problem Solving Help | Orange County (OC) Southern California QuickBooks Certified Bookkeeper | Small Business Bookkeeping & Accounting Services Help | Based in Orange County (OC), Southern California | Expert Small Business QuickBooks Bookkeeping and Accounting Solutions, Help, Services and On-site Personal Training and Support Services | Certified QuickBooks ProAdvisor Bookkeeper Based in Orange County (OC), Southern California Quickly Fixes Your Small Business QuickBooks Bookkeeping Problems by Expert Hands-on Help in Bookkeeping Services and Small Business Accounting Services, QuickBooks Training and Support, and On-going and Overview Services

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