Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

We service businesses in San Luis Obispo County, California and beyond, including:

  • Bank Account and Credit Card Reconciliations
  • Billing, Statements, Collections, and Accounts Receivable
  • Accounts Payable Invoice Processing, Payments, and Statement Reconciliations
  • Full-Service Payroll, including Federal and State Payroll Tax Preparation and Reports
  • Inventory Optimization and Cost Accounting
  • Fixed Asset Tracking and Depreciation Schedules
  • Sales Tax Filings (California and US-wide)
  • Annual Budget Preparation and On-Going Comparisons
  • General Ledger Reconciliations
  • Year-End Preparation for Income Tax Purposes (your tax professional or in-house)
  • Chart of Accounts Set Up or Maintenance
  • Financial Statements (Balance Sheet, Profit and Loss, Statement of Cash Flows)
  • Annual Write Ups
  • Construction Back Office Solutions (Lien Waivers and Release Coordination, Dual Payments)
  • Construction Loan Draw Tracking and Percentage Completion Accounting

Call today to schedule an appointment!