Small Business Bookkeeping for Straightforward Businesses

Is our bookkeeping service right for your business?

We focus on small businesses where we can provide a consistent and efficient monthly bookkeeping process.

Good potential fits

Our service is primarily designed for:

• Consultants

• Freelancers

• Independent contractors

• Professional service businesses

• Small agencies

• Home-based businesses

• Small service businesses

• Other owner-operated businesses with straightforward transactions
  
  

A typical client may have:

• One or a few business bank accounts

• One or a few business credit cards

• Moderate monthly transaction volume

• No payroll requirement

• Little or no inventory

• Limited accounts receivable

• Limited accounts payable

• One business entity

What if I use Stripe, Square, or another payment processor? 

You generally do not need to change the systems you already use.

We can review businesses using:

• Stripe

• Square

• PayPal

• Shopify

• Other payment processors

• POS systems

Payment processor and POS activity may require additional reconciliation and bookkeeping work. Additional fees may apply depending on complexity.

Businesses that may require a different service 

Our standard monthly bookkeeping service may not be appropriate for businesses with:

• Extensive inventory

• Complex accounts receivable

• Complex accounts payable

• Multiple business entities

• Multiple locations

• Extensive payroll requirements

• Complex job costing

• Highly specialized accounting requirements

Some businesses with these characteristics may still be serviceable. We'll review your situation before providing a quote.

Local and remote bookkeeping 

We provide remote bookkeeping for small businesses throughout the U.S.

We also work with businesses in Walnut, California and surrounding areas that prefer a local bookkeeping relationship.