We are a personalized CPA office, and we do three things for the owners we work with: keep the books, run payroll, and handle the taxes. They feed each other, so we run them together instead of as three separate errands. Pick the one that hurts most, or read all three.
Whichever you start with, the result is the same: an accountant who already knows your business when you call, and one clear picture of your financial health any time you want it.
Bookkeeping
Books reconciled on a regular cycle and a monthly summary you can read in five minutes, so you know how the business is doing while you can still do something about it.
See what’s included ServicePayroll
Payroll runs on schedule without your personal attention, and the federal and California filings go out on a calendar instead of from memory.
See what’s included ServiceTax
Planning ahead for the business and for you, together, so April becomes a formality instead of a cliff.
See what’s includedHow working together works
- A short conversation. Fifteen minutes, no prep, no obligation. You talk about the business; we listen for where the friction actually is.
- A quiet look at your books. We review what exists today and give you an honest read of where things stand, including what’s fine as-is.
- A plan that runs without you. We take over the cycle — books, payroll, filings, planning — and you get your evenings back. You stay informed, not involved.
Fifteen minutes is enough to know whether we are a fit. No documents are needed, and the call is open Monday through Friday, 9 to 5:30, with no obligation and no pitch.
Not sure which service you need? See if we’re a fit, or browse our free tools and The Ledger for a feel for how we think.