Not sure where to start?
Five services, one team, and a straight answer about which one fits where your business is right now. Most clients start with one and add the others as they grow.
Catch-up bookkeeping brings your records current before anything else can be fixed.
Bookkeeping Services
Payroll setup, withholdings, and filings handled from the first pay run.
Payroll Services
Returns prepared and filed on time, with an Enrolled Agent on the team.
Tax Preparation Services
Accounting turns your records into a financial picture you can act on.
Accounting
Marketing tied to what your books show, from local search to Google Ads.
Digital MarketingThe day-to-day record of your business, kept accurate and current every month: every transaction recorded, every account reconciled, and the filings and renewals that sit alongside the books handled on time.
Best for: businesses with no in-house finance person, or books that have fallen behind.
See full Bookkeeping ServicesWhat’s included
Pay runs, withholdings and the filings behind them, set up and run on schedule so your people are paid correctly and your payroll stays compliant with California rules.
Best for: anyone with employees in California, where the compliance rules change often.
See full Payroll ServicesWhat’s included
Business and individual returns prepared and reviewed in-house, with planning through the year and an Enrolled Agent on the team who can represent you before the IRS.
Best for: business owners who want the return and the planning handled by the same people who keep the books.
See full Tax Preparation ServicesWhat’s included
Your records turned into a financial picture: a clean general ledger, financial statements you can read, and a month-end close that tells you where the business actually stands.
Best for: businesses that need their records turned into decisions, not just kept tidy.
See full Accounting ServicesWhat’s included
The same team that knows your numbers, working on where the next clients come from. Marketing runs best when it’s tied to what the books actually show — which services make money, which months are slow, what a client is worth over time.
Best for: businesses with the financial side handled that are ready to work on growth.
Explore Digital MarketingWhat’s included
Everything else is built on your books. Until they’re accurate and current, payroll and tax filings are guesswork.
The moment you have employees, payroll compliance starts. We set it up on top of books we already maintain.
Filing is straightforward when the records behind it are already clean. No scramble in April.
With the finances handled, marketing works from real numbers: which services make money and what a client is worth.
You can start with any single service. Most clients start with bookkeeping because it makes everything else simpler.
Pricing depends on transaction volume, how many employees you have, and how far behind the books are. We quote after a short call so the number you get is the number you pay.
See pricingThe things that come up most on a first call.
Bookkeeping is the day-to-day record: transactions recorded, accounts reconciled, payables and receivables tracked. Accounting takes those records and turns them into a financial picture — statements, month-end close, and the numbers you make decisions from. You need the first before the second means anything.
Yes, and most clients do. Starting with bookkeeping is the most common route, because accurate books make payroll and tax work simpler when you add them.
Our team includes an Enrolled Agent, so returns are prepared and reviewed in-house rather than passed to an outside preparer. An Enrolled Agent is also licensed to represent you before the IRS if anything comes up.
Both. Pay runs, withholdings, W-2s and 1099s, and the filings that go with them. California payroll compliance is where most small businesses get caught out, so it’s handled as part of the service rather than as an extra.
There’s no point where it’s too late. Catch-up work is one of our most common requests, and we’ve brought records current from several years back. The longer it’s left, the more it costs to fix, so earlier is cheaper.
No. Our office is in Campbell and we know the South Bay best, but most work happens remotely. We support businesses across the Bay Area and the wider state.
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