San Diego Experience
Working in public and private accounting in San Diego for over 30 years, I understand how having just the right amount of help can allow you to focus your attentions on your business horizon and maintain your work-life balance. Let me keep your finances on track so you can spend more time with your toes in the sand.
Small Business Services
Accounting
- Bookkeeping: Manage weekly or bi-weekly transactions; keep your records clean, paperless and easily accessible
- Payroll: Management of payroll, taxes and reporting
- Financial Statements: Monthly, Quarterly and Annual Reports to allow you to incorporate your financial results into your business operations. timely
- Planning: Reporting and advice to support growth. Quarterly, semi-annual or annual assistance with setting budgets, and creating a plan for cash flow and growth.
- Sales Tax: Monthly and Quarterly Sales Tax Preparation
Cleanup & Organization
- Organize: Converting to a paperless system? Need guidance on creating a plan to utilize technology more efficienty?
- Transition: Switching accounting software?
- Set up or Clean Up Projects: Have your records in a box and ready to take the next step with your business accounting?