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Bookkeeping Year End Clean Up for 2025 (Orange County)
offered virtually
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Let Me Help YOU with Year End Clean Up for New 2025 changes on the latest Tax updates. We also can File your 1099's and year end forms
Looking for trusted accounting guru, look no further, with 30 years real on hands Financial Business experience to help you navigate the best financial outcome for you and your Company?
With 30 years’ experience in an ever changing financial climate, accounting is an important key to your success. A wise person once told me “The key to any successful business has 3 elements: A Grate Banker, A Smart Attorney and a Financial Accounting Guru”.
QuickBooks Pro Advisor.
Overall 99% of TRUE Accounting Software has the same principals when it comes to Financial Reporting. Whether it’s QuickBooks, Sage, Zero or others it’s all in the way it is set-up.
However, in 2025 accounting software has pushing to the Cloud more than ever. Most Cloud software for Accounting comes in multi-levels based pricing. The lower the price, the less Ability to perform more complex accounting needs for some businesses. We can help you choose the correct level to fit your needs. Not all Certified Online QuickBooks people have Accountant training and knowledge. The certificated is on the software its self and not how the accounting is applied correctly for your business. Online can cause a horrible mess and can be costly to fix. Again, if this is what you want, we can help you figure it out and set it up correctly.
Practices follow GAAP and CAS Accounting principles. I do not outsource work to 3rd parties, I work directly with you.
I Offer the following
• QuickBooks Online and Desktop Clean Up (for messes causing bad accounting and allocation practices)
• QuickBooks Online and Desktop Chart of Accounts Correctly allocated to your Business Type & Structure (Chart of Accounts is the Brain and Backbone of Your Financial Health)
• Monthly & Semi-Monthly Accounting for Correct Financial Reports for Monthly Closing ( P & L and Balance Sheet), Accounts reconciliation for Checking, Savings, Credit Cards, Asset Loans, LOC’s and other Liabilities.
• Consulting for Owner training on how to correctly read your reports and the knowledge of pivoting to achieve your financial goals
• Workers Compensation and Sales Tax Reporting and Audits.
• Payroll Set-Up and HR support requirements (Employee Handbooks, Reimbursement forms, etc.)
• Wage corrections for 941X/940X and State UI
• Year End Closing, Inventory Control and so much more
**** Special Projects Welcome
Thank you, and please feel free to reach out to have a free consultation on how I can help you achieve your company’s financial