Campbell, California
Your books tell you what happened. Accounting tells you what it means. We provide small business accounting services across Campbell, the Bay Area and California: a month that actually closes, statements you can hand to a lender or a board, and a straight answer on whether the business is working.
They get used interchangeably, and they aren’t the same job. Most businesses need both, but usually not in the same amount.
Keeping the record straight.
Working out what the record means.
If your books are current but you still can’t answer ‘are we actually making money’, that’s the gap accounting fills.
A defined close each month, so the numbers stop moving and you can rely on what you’re looking at.
Profit and loss, balance sheet and cash flow prepared to a standard a lender, investor or board will take seriously.
Chart of accounts built around how your business actually works, so the reports answer your questions rather than generic ones.
Books closed and a tax package prepared through the year, so the return is assembly rather than archaeology.
Full accounting support built on your books, turning accurate records into a clear view of the business.
Clear profit-and-loss, balance sheet, and cash flow statements, prepared and reviewed so they actually make sense.
We keep your general ledger accurate and structured, the backbone every report and filing depends on.
We close your books cleanly each month and at year-end, so your numbers are final, accurate, and ready to use.
We help you understand and plan your cash flow, so you can see what’s coming and avoid crunches.
Messy or behind? We clean up and correct your accounting records so everything is accurate and reliable again.
We keep your books on a cash or accrual basis, whichever fits how your business runs and reports.
We move your books from cash to accrual when you need a truer picture or a lender asks for one.
We keep a register of your fixed assets and the depreciation that goes with them.
Monthly reports built around the numbers you actually use to run the business.
We build budgets and forecasts from your actual numbers so you can plan ahead.
If you run more than one entity, we combine the books into one clear picture.
Not every business needs all of it. We’ll tell you which parts are worth paying for at your size.
Everything recorded and reconciled first. Nothing closes on top of gaps.
Prepayments, accruals, depreciation — the entries that move a set of records into a set of accounts.
Statements checked by someone who didn’t prepare them, against the prior period and against what we’d expect.
You get the statements and a short note on what moved and what it’s worth paying attention to.
Closed by a set date each month, so the numbers are there when the decision is.
Project and retainer profitability, contractor cost, and revenue recognized across work that spans months.
Consolidation across entities, investor and board reporting, and a structure that survives diligence.
Work in progress, partner or owner compensation, and margins by service line rather than in aggregate.
The point where cash stops telling you the truth and accrual starts to matter.
It depends on how many entities are involved, whether you’re on cash or accrual, and how much structural work is needed before a close can run cleanly. It’s usually priced alongside bookkeeping rather than instead of it, because the close depends on the record underneath it. We quote after a short call.
See pricingThe office is on South Bascom Avenue in Campbell, and the close itself runs remotely from your books. The conversations that matter, like a lender meeting, a year-end review or a question about structure, can happen across the table if you’d rather, and the rest happens by email and phone.
Monday to Friday, 9:00am to 5:00pm Pacific.
The things that come up most on a first call.
Bookkeeping gets your records accurate. Accounting turns them into something you can act on — a formal close, statements prepared to a standard others will accept, and reporting shaped around your decisions. If you have current books and still can’t answer a question about the business, that’s the gap.
Cash is simpler and fine for many small businesses. Accrual shows you what you earned and owed in a period rather than what moved through the bank, which matters once you’re invoicing ahead, holding inventory, or running work that spans months. It’s also required above certain sizes. We’ll tell you which side of that line you’re on.
Yes. It’s a defined piece of work — restating prior periods, setting up the entries that keep it running, and making sure the tax treatment follows properly. It’s usually done at a year boundary to keep things clean.
Books reconciled, adjusting entries posted — accruals, prepayments, depreciation — then statements produced and reviewed against the prior period. The point is that after the close, the numbers stop moving.
Yes, where there’s something solid to build on. A forecast off unreliable books is a guess with a spreadsheet around it, so we’d want the close running properly first.
Yes. Separate books per entity, then consolidation with intercompany entries eliminated. Multi-entity is common with property holdings, separate operating companies, or anything set up for investment.
Yes, if you want us to. We can prepare the pack and join the call to walk through it. Most people would rather not defend a balance sheet they didn’t build themselves.
Get in touch
Tell us what you have now and what you’re trying to decide. We’ll tell you what it takes.
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