Summary

Accounting, Tax Strategy, Tax Preparation, Bookkeeping, Accounts Payable, Accounts Receivable, Tax Compilation, Notary Public, Notary, Notary Services, Loan Signing Agent, Process Improvement, Account Reconciliation

Description

We provide tax preparation services to include individual and business tax preparation and strategies to minimize tax liability. Government and private industry account reconciliation with expertise in budget formulation, accounting information system training, implementation, deployment and post go-live operations. Fund reconciliation for multi-fund information systems typically found in governments and non-profit organization. Notary Public services for hospitals, convalescent homes, military personnel, Veterans Administration, Small Business Administration, escrow companies, realty companies, home loan signings and notary services for county recording and at various courts within California for customers that require us to be there. Small business bookkeeping and accounting services including account reconciliation, accounts payable and accounts receivable. QuickBooks implementation, deployment setup, operations and client orientation.

Special details

Special software in use is QuickBooks accounting software for private businesses. LucidChart and iGrafx for process flowcharting and process improvement. Hubspot CRM for customer relationship management.

Profile

  • Incorporated in
    California
  • Established since
    2010
  • Main/Branch
    Branch

Address

Contact