Accounting & Bookkeeping Services
The cornerstone for growing your business.
Measure
“If you can’t measure it, you can’t improve it.”
-Peter Drucker
Evaluate
Determine what is driving your measurements.
Plan
Develop a plan to move the drivers in a direction that improves your measurements.
Implement
Implement your plan and determine how the measurements have changed over time.
Accurate and Timely Accounting is the
Cornerstone of Continued Business Success
“If you can’t measure it, you can’t improve it.”
– Peter Drucker
Eagle
Flat monthly fee- Up to 150 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 25th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Double Eagle
Flat monthly fee- Up to 250 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 20th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Triple Eagle
Flat monthly fee- Over 250 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 15th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Additional Add-On Services
Payroll
$77 per payroll run and includes:
- QuickBooks Online Payroll - Premium
- Up to 4 employees ($11 each additional employee per payroll run)
- Yearly W-2s
- Federal & State payroll tax returns (one state included)
- Semi-weekly automatic payroll tax deposits
- Next day direct deposit
- Premium time tracking using "TSheets"
Historical Clean-up
Propelling your business to the next level requires an accurate baseline of measurement on which value adding analysis can be built. Unfortunately, we occasionally run into QuickBooks files that are a bit neglected. The goal of historical clean-up is not perfection, but reasonable accuracy and then progressive improvement moving forward. Cost versus benefit is always a prime consideration.
Historical clean-up services: $125 per hour
Bottom line... It's far easier, and cost effective, to get it right the first time. The sooner you implement professional accounting and bookkeeping services into your overall business growth model, the less it will cost you in the long-run!
Business Income Tax Returns
Ease some of the pain of filing your yearly business tax return by spreading your tax preparation fees out over 12 months. Also, as your tax preparer, we can include tax analysis throughout the year and keep you informed.
- $150 per month: Includes Federal and one state business income tax return
- $50 per month: Each additional state
Individual Income Tax Returns
Since we're handling your business income tax return, it only makes sense to extend our expertise to your personal income tax returns. (Some clients even extend individual tax preparation to their employees as a low cost fringe benefit!)
- $50 per month: Includes Federal and one state individual income tax return.
- $25 per month: Each additional state.
* Only available with purchase of the Business Income Tax Return package.
Business Entity Creation
There is often a lot of confusion when getting your business started and choosing the best business entity to meet your needs.
I normally charge $1,500 for the creation of a business entity. Why so much when you can go to to some website and get the same thing for under a 100 bucks?
To be honest... It's not the same thing!
I know because many new clients come to me because they now have a tax problem because they opted to go the cheap rout.
Having an experienced CPA create your new business entity can potentially reduce future costly tax issues and get your business started off right.
$747 for the creation of an LLC, S-Corporation, or C-Corporation.
* This limited time price of $747 is only available with the purchase of a monthly bookkeeping package. (Limit one entity per bookkeeping package.)
Keeping Your Measurements on Target
- Review of accounts payable and accounts receivable because knowing who you owe and who owes you is critical to running a profitable business. Pro Tip: Supercharge your cash conversion cycle by providing trade discounts to your customers and taking the trade discounts offered by your vendors.
- Reconciliation of bank and credit card accounts (the bare minimum requirement for accurate bookkeeping) because laser-like focus on cash and the availability of short-term revolving credit enables the smooth operation of your business… And sleeping like a baby at night!
- Online bookkeeping services using QuickBooks’ 256-bit encryption ensuring the safety of your data along with real-time access anytime and anywhere. (We were old-school QuickBooks Desktop hardliners but have made an about-face to the online version. 80% of new QuickBooks users select the online version… It’s a must have!)
- Creation of “rules” for transactions automatically downloaded from your banking institutions; reducing errors in classification and data entry. But be careful… The “rules” functionality in QuickBooks Online is powerful. Messing up “rule” creation could cause more harm than good. (Pro Tip: Make sure you understand the difference between “match” and “add” when dealing with automatically downloaded transactions. A “match” only matches up a banking transaction to a transaction already entered into QuickBooks. An “add” creates a new transaction in QuickBooks.)
- Management of your chart of accounts. Creating accounts and subaccounts is easy… Creating the right accounts can be a little trickier. There are many ways to classify transactions… And using accounts are only one method. Using the right classification methods for your accounting keeps your financial statements clean and understandable. Pro Tip: Too many accounts and you’ll need to upgrade QuickBooks Online to the next level… Which means more costs!
- Monthly financial reports will be ready for your review by the 25th of the following month. The reporting possibilities within QuickBooks Online are almost endless… And can be overwhelming. Based on your business needs, we will build and recommend reports as required and even can have them emailed directly to your inbox as often as you need.
- A FREE version of QuickBooks Online (up to the “Plus” level) for businesses new to QuickBooks Online. Up to $70 dollars of value before we even get started! NOW THIS IS IMPORTANT: We have to create the account for you to get the discount. This also means you don’t need to worry about setting it up correctly.
- A 30-minute Quarterly Mastermind Call with a CPA. (A $125 value.) While we take pride in taking your questions throughout the accounting period, this Mastermind Call provides a unique opportunity to discuss the prior quarters results and to prepare and strategize for the upcoming quarter.
Call Today and schedule a FREE 30 minute call to answer your questions and to determine if our services are a 100% profitable investment of your time and money.
(619) 497-1040
Bonus Email Subcription Offer
1. 20% off your first 2 months of accounting and bookkeeping services.
2. Complementary QuickBooks Online Checkup & Consultation which includes:
- The average number of transaction over the last three months... Key to knowing which bookkeeping service is right for you.
- Total number of accounts and how many apply to to your QuickBooks Online subscription limit which could mean upgrading your subscription level in the near future.
- My proprietary 12 point analysis and grading system which includes a brief synopsis coving areas of improvement.
* Important: This Checkup & Consultation is completely optional and is only available if you decide to provide us temporary access to your QuickBooks online file. As a licensed CPA, your information is kept strictly confidential and is not provided to any third parties.
3. Enter your First Name and Email in the fields below to start taking your business to the next level!
Accounting isn’t glamorous in any sense of the word. (OK… I said it!)
But it does (or should) provide an accurate and timely indication of where you’ve been. It’s a trail a breadcrumbs letting you know how you’re business got from yesterday to today.
This trail of breadcrumbs allows you to blaze a path forward in the direction you want to take the business. Without it, you end up walking around in circles wondering why you don’t seem to be getting any closer to your destination.
Unfortunately, many don’t see accounting and bookkeeping as the cornerstone of a successful business. It is an afterthought buried underneath the necessity of minimum reporting requirements for taxing authorities…
It’s time to shatter this business limiting mindset!
Accounting must be an integral part of a continuing iterative process of measuring, evaluating, planning, and implementing an overall plan that keeps your business on track to achieving your goals.
Here’s a scenario for your consideration…
MEASURE:
Suppose you are currently spending some of your hard earned cash on pay-per-click advertising using Google AdWords to drive internet traffic to your website. To get a handle on whether your advertising efforts, and dollars, are working to bring in new customers, you would need have baseline measurements of:
- The average number of new customers per month, let’s say, for the last 6 months.
- Your average revenue produced by each customer.
- You average Google AdWords spend per month.
- And a “driver” that would tend to correlate between new customers and the amount of dollars in advertising spent to get that new customer. A good “driver” for this would be website opt-ins for a free e-product you offer or your company newsletter.
EVALUATE:
- Determine if there is any relationship between website opt-ins and new customers. One way of doing this would be to run a linear regression using Excel to compare monthly opt-ins to new customers. (Note: Six months of data may not be enough to draw a conclusion so maybe 6 or 12 months of weekly data would produce better results.)
- This would also be a good time to determine if the amount you’re spending on pay-per-click advertising is more than the revenue you receive from a new customer. It’s very important to take into consideration the lifetime value of a customer when determining new customer revenue. Lifetime revenue is the amount of revenue a customer is likely to spend with your business over the long run.
- You discover that, not only does your new customer revenue exceed your pay-per-click advertising costs, but there is also a positive linear relationship between website opt-ins and the number of new customers.
PLAN:
- While it may be possible to increase the amount you spend on advertising to increase the number of new customers, you want to determine if there is a way to increase the rate of website opt-ins without increasing the amount you spend on monthly advertising.
- You decide to create an alternate webpage on your website with a modified offer to increase opt-ins and then perform an A/B test to determine whether the new offer is better.
- The plan is to let the test run for two months and then see how your initial measurements and calculations have changed.
IMPLEMENT:
- A new webpage on your website is created. The new page looks almost exactly the same as your current webpage but instead of asking for “First name,” “Last name,” “Phone number,” and “Email address,” you’re going to try just asking for “First name” and “Email.” (Note: While making big changes is an option, it’s often better to test small changes to see to what is and is not working in terms of website conversions.)
- You set up the A/B split test in Google Analytics so, at the end of the period, you can determine whether the new offer beats the old offer.
- After two months, you log-in to see how the test worked out.
- As luck would have it, the new webpage has beaten the old webpage and there has been a slight up-tick in new customers over the same two months.
- The Great News is that it didn’t cost any more in advertising to get more new customers. Your average cost per new customer acquisition has decreased… A real win-win!
- Waiting for the test to run for the last two months has allowed you to think of a whole host of new offers you want to test to increase website opt-ins.
- Rinse and repeat this formula until you can’t squeeze any additional value out of your current offer.
(Quick Note: A repeatable system like this does work. I personally have used a system like this to produce incremental positive results. However, don’t expect a “7th game of the World Series walk-off grand slam result.” It might happen… But probably not. Rather, expect a continued process of incremental improvement. Slow, steady, and determined progress wins the day!)
I get it, some of this is easier said than done… But one thing is for sure…
None of this would even be possible without standardized accounting procedures and quality bookkeeping to provide for baseline and follow-up financial measurements.
And I know…
You don’t have the time to do all this, much less, learn how to do all this and then make it happen.
Of course… YOU DON’T…
You don’t have time to keep your employees on task, deal with customers, keep the books, run to the bank, answer the phone, write out checks, put out other miscellaneous fires, etc., etc., etc.
That why we’re here… Here to take some of all that off your plate and to be the trusted advisor that helps you transform your business into the dominating powerhouse you had in mind when you first started. (Do you remember those blissful days when you first had the great idea of starting your own business and how you were going the next Jeff Bezos? Yep, I’ve been there!)
We have worked with a multitude of business owners just like you over the years and have developed a cost-effective outsourced accounting & bookkeeping system that will give your business the foundation it needs so you can achieve financial success…
Remotely, ANYWHERE in the U.S.
Today’s technology allows you to connect with a professional anywhere in the world. We’re a small CPA firm located in San Diego, but there’s a chance (probably a good chance) your business is located somewhere else.
Now’s a great time to take your business to the cloud and we’re ready to tackle all your accounting needs no matter where you are in the United States!
Eagle
Flat monthly fee- Up to 150 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 25th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Double Eagle
Flat monthly fee- Up to 250 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 20th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Triple Eagle
Flat monthly fee- Over 250 transactions per month
- Review of payables & receivables
- Remote accounting services
- Creation of bank rules
- Chart of Accounts management
- Monthly financial reports by the 15th
- A FREE version of QuickBooks Online
- 30-minute Quarterly Mastermind Call
Additional Add-On Services
Payroll
$77 per payroll run and includes:
- QuickBooks Online Payroll - Premium
- Up to 4 employees ($11 each additional employee per payroll run)
- Yearly W-2s
- Federal & State payroll tax returns (one state included)
- Semi-weekly automatic payroll tax deposits
- Next day direct deposit
- Premium time tracking using "TSheets"
Historical Clean-up
Propelling your business to the next level requires an accurate baseline of measurement on which value adding analysis can be built. Unfortunately, we occasionally run into QuickBooks files that are a bit neglected. The goal of historical clean-up is not perfection, but reasonable accuracy and then progressive improvement moving forward. Cost versus benefit is always a prime consideration.
Historical clean-up services: $125 per hour
Bottom line... It's far easier, and cost effective, to get it right the first time. The sooner you implement professional accounting and bookkeeping services into your overall business growth model, the less it will cost you in the long-run!
Business Income Tax Returns
Ease some of the pain of filing your yearly business tax return by spreading your tax preparation fees out over 12 months. Also, as your tax preparer, we can include tax analysis throughout the year and keep you informed.
- $150 per month: Includes Federal and one state business income tax return
- $50 per month: Each additional state
Individual Income Tax Returns
Since we're handling your business income tax return, it only makes sense to extend our expertise to your personal income tax returns. (Some clients even extend individual tax preparation to their employees as a low cost fringe benefit!)
- $50 per month: Includes Federal and one state individual income tax return.
- $25 per month: Each additional state.
* Only available with purchase of the Business Income Tax Return package.
Business Entity Creation
There is often a lot of confusion when getting your business started and choosing the best business entity to meet your needs.
I normally charge $1,500 for the creation of a business entity. Why so much when you can go to to some website and get the same thing for under a 100 bucks?
To be honest... It's not the same thing!
I know because many new clients come to me because they now have a tax problem because they opted to go the cheap rout.
Having an experienced CPA create your new business entity can potentially reduce future costly tax issues and get your business started off right.
$747 for the creation of an LLC, S-Corporation, or C-Corporation.
* This limited time price of $747 is only available with the purchase of a monthly bookkeeping package. (Limit one entity per bookkeeping package.)
Call Today and schedule a FREE 30 minute call to answer your questions and to determine if our services are a 100% profitable investment of your time and money.
(619) 497-1040
Bonus Email Subcription Offer
1. 20% off your first 2 months of accounting and bookkeeping services.
2. Complementary QuickBooks Online Checkup & Consultation which includes:
- The average number of transaction over the last three months... Key to knowing which bookkeeping service is right for you.
- Total number of accounts and how many apply to to your QuickBooks Online subscription limit which could mean upgrading your subscription level in the near future.
- My proprietary 12 point analysis and grading system which includes a brief synopsis coving areas of improvement.
* Important: This Checkup & Consultation is completely optional and is only available if you decide to provide us temporary access to your QuickBooks online file. As a licensed CPA, your information is kept strictly confidential and is not provided to any third parties.
3. Enter your First Name and Email in the fields below to start taking your business to the next level!