Bookkeeping Services
Our firm offers comprehensive bookkeeping services designed to keep your financial records accurate and up-to-date. Whether you are a small business owner or a growing enterprise, we tailor our services to meet your specific needs.
What We Offer
Detailed Financial Records
We ensure that every financial transaction is meticulously recorded, providing you with a clear and accurate picture of your business's financial health.
Monthly Reconciliation
Regular reconciliation of your accounts to ensure all records match your bank statements, helping to identify and correct discrepancies promptly.
Financial Reporting
Receive detailed monthly, quarterly, and annual financial reports that help you make informed business decisions.
Expense Tracking
We track all your expenses to ensure you have a comprehensive view of your spending, which is crucial for budgeting and financial planning.
About Us
Dave, CEO
Our Story
Founded by an experienced accountant with a rich history of excellence, our bookkeeping firm is dedicated to providing top-tier financial services in Citrus Heights, California. With over 25 years of running a successful accounting firm in Toronto, Canada, we bring a wealth of knowledge and expertise to the table.
Our Journey
After relocating to Citrus Heights two years ago for a change of scenery, our founder decided to start a new company focused on bookkeeping services for California businesses. This move was driven by a passion for helping businesses grow and thrive through meticulous financial management.
Our Expertise
In Canada, we handle everything from personal and corporate tax to payroll, bookkeeping, and accounts payable and receivable. This extensive experience means that even though we currently offer only bookkeeping services, the quality and depth of our work are unmatched. We are also in the process of obtaining the necessary certifications to provide tax services in California, further expanding our offerings in the new future.
Our Commitment
We work completely remotely, allowing us to serve clients throughout California with ease. For those who prefer in-person interactions, we are happy to arrange meetings at our office in Citrus Heights. Our commitment is to provide reliable, accurate, and personalized bookkeeping services that help our clients achieve financial clarity and success.
6929 Sunrise Blvd
Unit 109
Citrus Heights, CA
95610
(916) 495 - 8812