Hands-on Certified QuickBooks ProAdvisor Bookkeeper Providing Expert Help in Bookkeeping, Accounting and Personalized QuickBooks Solutions and Training for Your Small Business

We Quickly Fix Your QuickBooks Bookkeeping Problems, Get Your Books Set Up, Cleaned Up, Caught Up and Kept Current to Help Improve Your Control, and Provide Tailored QuickBooks Training to Help You Improve Your Profitability, Cash Flow and Business Value.

Clients Tell Us Their Experiences About Bargain Hunting for QuickBooks Bookkeeping Services

Most of our clients have had prior unsatisfactory experiences with bargain-priced bookkeepers. They have learned that bargain hunting is not wise for fulfilling a mission-critical business function.  Moreover, bargain priced bookkeepers don't know enough about basic bookkeeping and business operations to realize that they don't have a sustainable fee structure.  That means they cannot stay in business to serve you on that basis.  So there goes the bookkeeper or the bargain pricing, which puts the client back to the starting point again.

That's why our clients have realized that bargain bookkeepers are no bargain.  (And, that's why only inexperienced clients insist on price-shopping and selecting only bargain-priced bookkeepers.)  And, that's why we have the privilege of serving fabulous clients who recognize and appreciate what we do for them and how we do it for over 30 years since 1975.

The more common of our clients' prior unsatisfactory experiences include:

• Wrong or inaccurate numbers on reports or books

• Untimely or missing reports

• Fines or penalties for omitted, late or inaccurate tax returns or agency reports

• Uncertainty about accuracy of sales tax, payroll tax or workers compensation reports

• Inability to produce certified payroll

• Can't get straight answers to simple questions about your books

• Sudden disappearances or departures of bookkeeper

• Not sure QuickBooks is set up correctly or working properly to full capacity

• Backlogged or incomplete work

• Forced bank reconciliations (plugging in fictitious numbers to falsify the reconciliation)

• Books out of balance forcing QuickBooks to generate temporary balancing accounts

• Refusal or inability to use modern methods to save time and money

• Not keeping up to date with advances and new time-saving technology

• Continuing confusion or errors on payroll and payroll tax returns

• Business transactions from owner's personal expenditures, credit cards, advances, loans or lines of credit not property incorporated into business books

• Petty cash not properly established, replenished or classified on books

• Depreciation not considered or incorporated in formal reports to owners for planning

• Duplicate work or meaningless repetitive work

• Over-utilization of time-consuming Excel or Word templates to do bookkeeping or financial functions available in QuickBooks

• Unaware or under-utilization of integrated business features in QuickBooks

• Unexplained balances, transactions or accounts

• Mysterious transactions or accounts set up

• Unavailability of costs by job, department, location or division

• Expenses and costs not segregated enough to determine costs to set prices properly

• Equity balances do not agree to prior year tax returns

• Unfamiliar with accounting on the cash basis or accrual basis for tax returns

• Not sure when an accounting event has occurred, so critical transactions could be omitted or entered in the wrong year

• Unfamiliar with basic bookkeeping principles, debits and credits, balancing, error detection, checking procedures and correct reconciliation procedures

• Payroll not entered or downloaded by individual employee for proper bank reconciliations

• Unfamiliar with downloading transactions from bank or credit card accounts

• Chart of accounts too lengthy, too short or incompatible with company operating basis

• Misclassification of expenses, income, loan proceeds, loans to or from owners, purchases or leases

• Omitted transactions, including business expenses paid personally by owners

• Frequent or recurring mistakes

• Accounts receivable or accounts payable do not agree to customer or vendor records

• Backwards balances in accounts or books (negative receivables, etc.)

• Increasing reliance on outside tax preparer for answering bookkeeping questions

• Unexplained heavy workload

• Inaccurate or nonsensical reports

• Unavailable information

• Continuous excuses for unexplained or unanswered questions

• Costs or expenses improperly classified

• Late or unexplained absent work or reports

• Unusually long time required to do basic or routine tasks

• Broken promises

• Unexplained increasing billing

• Continuous problems or errors

• Diminishing responsibility for incomplete tasks or missed deadlines

• Personal problems or family issues conflicting with work assignments

• Untidy or disorganized work area, files or documents

• Missing or unavailable company files or valuable documents

• Company source documents taken off work premises

• And more...

Our clients have come to realize that searching for bargain bookkeeping leads to an unsatisfactory outcome, wasted time, wasted money and often, lost opportunities for not being able to make sound business decisions when accurate or reliable financial information was not available.

We know bookkeeping is a mission-critical function to developing accurate financial information for running your business by the numbers.  Moreover, accurate bookkeeping is critical for reducing taxes and providing reliable information to support you if your tax returns are audited.

We're experts in QuickBooks bookkeeping and accounting for small businesses with expertise in over 92 industries with over 30 years of experience based in Orange County, CA
, CA since 1975.  That means we know how to accurately assess your situation and quickly formulate a cost-effective service plan to accomplish your objectives. 

We believe Mr. Ruskin had the right idea when he advised the following:

"It is unwise to pay too much, but it is worse to pay too little.

When you pay too much, you lose a little money - that is all.

When you pay too little you sometimes lose everything because the thing you bought was incapable of doing the thing it was bought to do.

The common law of business balance prohibits paying too little and getting a lot - it cannot be done.

If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that, you will have enough to pay for something better."

John Ruskin

(1819-1900)

British Author, Artist, Essayist and Critic