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Why Choose Us for Your
Bookkeeping and Tax Needs?
Expertise You Can Trust
Our team of CPA and Bookkeeping professionals brings extensive knowledge in accounting, bookkeeping, and taxes. We stay updated with the latest regulations and techniques, ensuring compliance while maximizing your financial benefits.
Tailored Solutions
Every business is unique, and so are its financial needs. We offer personalized services that cater specifically to your requirements, whether you need detailed bookkeeping or comprehensive tax support.
Remote Convenience
In today’s fast-paced world, convenience is key. Our remote bookkeeping and tax services provide flexibility, allowing you access to your financial information anytime, anywhere. This means you can focus on growing your business while we handle the details.
Transparent Communication
We believe in building lasting relationships through open communication. Our team is always available to answer your questions and provide insights into your financial status, making the process seamless and stress-free.
Flat Monthly Fee Plans
Say goodbye to hidden fees and unexpected costs! Our straightforward monthly plans provide all the essential bookkeeping and tax services you need.
- Flat monthly fee bookkeeping and tax services.
- No hidden fees and unexpected costs.
- Cancel anytime just give us one-month in advance to cancel your service.
- Unlimited communication with the bookkeeping team.
- Scheduled meetings with the CPA.
Businesses We Serve
Every industry has its own challenges when it comes to bookkeeping. Here’s how we help different types
of businesses stay organized and profitable.
Small Businesses & Startups
Running a startup or small business means juggling time and budget constraints, but a reliable bookkeeping system is crucial for tracking growth and ensuring tax compliance. Our services are designed to help you streamline your finances, maximize savings, and focus on what matters most growing your business!
Home & Field Services: Plumbing, Electrical Work, Landscaping, Cleaning, Hvac Services, Maintenance, Landscaping, Cleaners
Navigating multiple job sites can be a challenge, but tracking your income and expenses shouldn’t be. We simplify the process by organizing transactions by job, making it easy to monitor labor and materials. Gain clarity on your profits for each service you offer with our streamlined tracking solution!
Professional Services: IT and Marketing Services, Consultants, Lawyers, Photographers, Advisors, Interior Deisgners, Architects, Insurance Brokers
We recognize that your time is precious. Focus on your expertise and serving your clients while we meticulously track your income and expenses. Let us handle the numbers so you can concentrate on what truly matters—growing your business and maximizing your impact
About Hsinyi Huang
I proudly graduated from California State University, Fullerton, where I earned my Master of Accountancy degree. This educational foundation ignited my passion for tax and accounting, setting the stage for a fulfilling career that spans over a decade. After graduation, I had the privilege of working with local CPA firms, where I honed my skills in tax preparation, bookkeeping, and financial audits primarily serving small to medium-sized businesses.
Throughout my years in the industry, I found great joy in helping small business owners navigate the complexities of their financial landscapes. Whether it was cleaning up their books, analyzing financial data.
Frequently Asked Questions
I am interested in your services. How can I reach you?
Please schedule an appointment here Booking now and our account executive will contact you to initiate a discovery call.
What happens during the discovery call?
What occurs during the discovery call? An account executive will reach out to introduce our services and understand your bookkeeping structure and tax status. Our primary goal is to ensure we are a good fit for you.
I choose to use your service; what's the next step?
We will schedule an onboarding meeting. During this meeting, we will introduce your dedicated bookkeeper, who will assist you in setting up QuickBooks for starting monthly bookkeeping. We will also begin collecting necessary documents for doing bookkeeping and for filing taxes.
What software do you use for doing the bookkeeping?
We use Quickbooks online for monthly bookkeeping. If you already use Quickbooks online, please invite us as your accounting firm. If you’re using different software or Excel, we will transition your bookkeeping to Quickbooks. If there is currently no bookkeeping system, we will create a new QuickBooks account for you.
What is your monthly process for bookkeeping work?
We reconcile all the bank and credit card accounts by week, and we will ask questions about transactions after we finish the monthly reconciliation of your accounts. We will issue your monthly financial statements by the 20th of the month for the prior month’s financials results. You can always communicate with our bookkeeping team with any questions about your financials at any time.
What is your process for tax filing?
At our firm, we aim to leverage our tax expertise to maximize your deductions while offering specialized tips tailored to your industry. By subscribing to our Silver or Gold Plan, you’ll have your books ready for tax filing after year-end, ensuring a smooth process. Additionally, we offer one-time projects for those needing quick and accurate preparation of single or multi-year taxes.
Clients Feedback
Ready to Simplify Your Bookkeeping?
Book a no-obligation call today and discover how we can streamline your process.
- Unlock the secrets to financial clarity
- unlock more free time for the things you love
- Unlocking the secrets to smarter tax savings
