Please call (800) 893-7551 to learn more about our services.
 

Transaction Entry & Reconciliations The cornerstone of bookkeeping involves detailed record keeping and constant surveillance of all transactions. Trust us to manage this most essential part of your recordkeeping.   Accounts Receivable Estimates & Invoicing Don’t put off getting paid any longer. We’ll prepare and send invoices for you, and keep track of your customers’ payments and balances.   Accounts Payable We can take the procrastination and juggling out of paying your vendors. Rest easy knowing your bills are taken care of.   Payroll Services Including preparation and filing of Payroll Forms as well as Taxes From employee orientation to payday to Forms DE6 and 941, we will handle all of your payroll needs. Direct deposit and online tax payments available.   Business Licenses/Gov’t Filings and Compliance Businesses must comply with a myriad of requirements for the City, County, State, and Federal Government. We’ll make sure all your licenses, DBAs, and registrations are up-to-date.   Asset Tracking What assets does your company own, when does the warranty expire, and what are the tax implications? Let us keep track for you.   Liaison With Existing Accountant What assets does your company own, when does the warranty expire, and what are the tax implications? Let us keep track for you.   Generation Of Reports P&L, Balance Sheet, Cash Flow, etc. It’s essential to know where your business has been, where it is now, and where it’s headed. Count on us to give you the information you need to make crucial decisions.

Income Tax Preperation Certified by the State of California (CTEC) to prepare individual income taxes, including your Schedule A (itemized deductions), Schedule C (income from freelancing or owning a sole proprietorship), and Schedule E (income from a rental property, partnership, or an S corporation).   Transaction Entry & Reconciliations Keeping track of where you spend your money can make a big difference for you at tax time. Accurate records allow you to know exactly where your money is going, increase your tax deductions, and be well-prepared in the unlikely case of a tax audit.   Investment Tracking Including Pension & 401(k) You may know how much your investments are worth today, but you also need to keep track of your cost basis, dividends, long-term and short-term capital gains for tax purposes. We can help.   Bill Payment Never make another late payment. We will track and pay your bills on time.   Paycheck Tracking How much of your paycheck goes to taxes? To benefits? To retirement? We can take some of the guesswork out of your withholdings.   Budgeting If you’re looking to cut costs, save for a big purchase, or if you get paid sporadically, we can help you come up with a customized plan based on your current income and spending.   Generation Of Reports Net Worth, Expense Tracking, etc. Reports, charts, and graphs can make it easy to pinpoint strengths and weaknesses in your financial plan. Compare this year to last year, weigh income vs. expenses, or see an overall financial picture with our help.

If you are interested in TrueBooks, please call (800) 893-7551 or visit our Contact page to email us >