Santa Cruz Bookkeeping Made Simple

  1. Capturing and properly coding all bank and credit card transactions.
  2. Bank and credit card reconciliations
  3. Accounts receivable
  4. Accounts payable
  5. Payroll processing
  6. Job costing
  7. Inventory tracking
  8. Fixed asset management
  9. Sales tax accounting
  10. Monthly reports
  11. Financial forecasting
  12. Yearly closeout
  13. 1099 processing

Accurate, local bookkeeping for Bay Area businesses, including payroll, reporting, and tax-ready books at transparent monthly rates.

Bookkeeping

Professional, local bookkeeping for Santa Cruz and Bay Area businesses—QuickBooks setup, cleanup, ongoing reporting, payroll, and tax-ready financials.

Pricing

Starter

Monthly bookkeeping and reconciliations for small to mid-sized businesses in Santa Cruz and the Bay Area, including categorizing transactions, reconciling bank and credit card accounts, cleaning up historical books, and preparing tax-ready financials so your CPA can file quickly and accurately.

Monthly bookkeeping

QuickBooks setup

Financial reporting

Growth

Complete QuickBooks Online setup and optimization, tailored chart of accounts for your industry, custom financial reporting packages, and ongoing guidance so you can easily track cash flow, profitability, and budgets across multiple locations or departments.

Invoicing management

Bill payments

AP-AR oversight

Cashflow tracking

Premium

Payroll processing and compliance, vendor bill pay (AP), customer invoicing and collections (AR), 1099 tracking, and coordinated tax preparation support, ensuring your team and vendors are paid on time while you stay compliant with federal, California, and local regulations.

Payroll Processing

Class tracking

Job costing

Budget monitoring