Full-Service Bookkeeping for
Orange County Small Businesses
Monthly bookkeeping, payroll, invoicing, and fractional CFO services for growing businesses in the Greater Los Angeles area.
35+ Years Experience • MBA • Certified Public Bookkeeper
Any of This Sound Familiar?
Most business owners don't look for a bookkeeper when things are going smoothly. Something brought you here, and it's probably one of these.
Months Behind on the Books
You've been meaning to catch up for weeks. Maybe months. The longer it sits, the harder it is to start. We take over from wherever you left off, sort through the backlog, and get everything current.
Payroll Is Eating Your Time
Calculating hours, running tax deposits, staying on top of California requirements. One mistake means penalties or an unhappy employee. We handle the full payroll cycle so you never have to worry about it.
No Real View of Your Finances
Money comes in, money goes out, but you're not sure what's actually left. Without monthly reports, you're making decisions based on your bank balance. We close the books every month so you always know where things stand.
QuickBooks Is a Mess
You set it up yourself or someone else did years ago. Now it's full of duplicate entries, wrong categories, and accounts that don't make sense. We clean it up, restructure it, and show you how to use it properly going forward.
Chasing Late Payments
Vendors are calling about unpaid invoices. Clients owe you money but nobody's following up. When accounts payable and receivable don't get attention, cash flow suffers. We handle the billing cycle from both sides so nothing slips through.
Sales Tax Is Complicated
California sales tax is not something you want to get wrong. Between changing rates, filing deadlines, and multiple jurisdictions, it's easy to fall behind. We track what you owe and file on time, every time.
Why Work With Us
We're a family-owned firm that works directly with small business owners. That means you get real expertise without the overhead or the runaround.
35+ Years of Experience
Amrit spent 22 years in banking, rising to Assistant General Manager at a national bank with over 900 branches. That institutional-level financial oversight now works directly for your business.
Based in Buena Park
We're located right here in Orange County and serve businesses across the Greater Los Angeles area. This is a family business with real ties to the local community. Our reputation is built on the relationships we have here.
Certified Expertise
MBA. Certified Public Bookkeeper through the NACPB. QuickBooks Certified in both Online and Desktop. Payroll Accounting certified. These credentials reflect the standard we hold ourselves to on every engagement.
Built for Complexity
We work with companies that operate multiple entities, from professional service LLCs to real estate holdings and clinical operations. No matter how complex your structure is, we know how to keep the books clean and organized.
Services
From monthly bookkeeping to fractional CFO support. We build a package around what your business actually needs.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting. You run your business and we keep the books accurate and up to date.
Catch-Up Bookkeeping
If your books are months or years behind, we'll sort through the backlog, reconcile everything, and get you current so you can move forward with clean records.
Bill Payment
Managing accounts payable so bills get paid on time with tracking, scheduling, and recording.
Invoicing
Handling accounts receivable with invoicing and payment tracking. We create and send invoices, follow up on outstanding balances, and keep your records accurate so you actually collect what you earn.
Payroll System Setup & Training
We configure your payroll system correctly from the start and train you to run it on your own. You get a working setup with the confidence to process payroll yourself every pay period.
Full-Service Payroll
Running payroll every pay period including tax deposits, quarterly filings, and year-end W-2s.
1099 Preparation
We prepare and file 1099 forms for your contractors and vendors. Every form is accurate, delivered on time, and filed with the IRS so you stay compliant without chasing paperwork yourself.
QuickBooks Online Setup & Training
Configuring QuickBooks Online for your business with a proper chart of accounts, connected integrations, and hands-on training so you can use it confidently on your own.
Sales Tax Management
We handle sales tax from calculation to filing. Rate tracking, on-time submissions, and proper documentation so you never miss a deadline or pay the wrong amount.
New Employee Onboarding
Collecting new employee forms, certificates, and background verification documents so everything is complete and organized before their first day. We handle the paperwork and send it to HR ready to file.
Budgeting & Cash Flow Forecasting
We build budgets and cash flow projections that help you plan for expenses, spot shortfalls before they hit, and make business decisions based on real numbers instead of gut feelings.
Fractional CFO
Part-time CFO-level support for businesses that need financial strategy, analysis, and planning without the cost of a full-time hire.
Inventory Accounting
Tracking materials, supplies, and inventory items with proper counts and valuations. Know what you have, what it cost, and what it's worth so your financial statements actually reflect reality.
Industries We Serve
Different businesses bring different financial challenges. We're set up to handle yours from day one.
Medical & Dental Practices
Healthcare
Revenue flows through insurance, copays, and adjustments before it reaches the bank. We reconcile all of it and produce the financial statements your practice needs to operate with clarity.
Wholesalers
B2B Services
Wholesale margins leave little room for error. We track landed costs, manage inventory accounting, and monitor the cash gap between your suppliers and your customers.
Freight & Logistics
Logistics
Per-truck cost tracking, IFTA reporting, factoring reconciliation, and driver payroll for trucking fleets and freight brokers.
Real Estate Investors
Real Estate
Rental property owners, fix-and-flip, commercial investors, syndications
Restaurants
Hospitality & Retail
Thin margins and long days. You don't have time for bookkeeping, but your restaurant can't afford to go without it.
Retail Shops
Hospitality & Retail
Your inventory is your biggest asset and your biggest blind spot. We make the numbers match the shelves.
E-commerce
Hospitality & Retail
Multi-channel revenue reconciliation, inventory cost tracking, and sales tax compliance for online sellers and DTC brands.
Salons & Spas
Personal Services
You're behind the chair all day. The books pile up at night. We take them off your plate.
Nonprofits
Nonprofits
Your mission matters. The IRS, your donors, and your board still expect clean books.
35+
Years of Experience
MBA
Led Practice
100%
Locally Owned
Orange County's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you need help with. We'll listen, ask a few questions, and give you a straightforward quote with no surprises.
