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Remote accounting services to help you focus on the bigger picture.

Your trusted partner for services ranging from superior bookkeeping
to the management of your small business finances.

MONTHLY BUDGET SPREADSHEETS

POTENTIAL CLIENT QUESTIONNAIRE

Remote accounting services to help you focus on the bigger picture.

Your trusted partner for services ranging from superior bookkeeping
to the management of your small business finances.

MONTHLY BUDGET SPREADSHEETS

POTENTIAL CLIENT QUESTIONNAIRE

Services Offered

Monthly Bookkeeping

At the bare minimum, bookkeeping is a great tool to not only get you and your business ready for tax time, but to also be better organized and achieve a better grasp of your financial life.

Using QuickBooks Online, the basic bookkeeping package offers:

Monthly bank and credit card statement reconciliations
Monthly review of profit and loss statement
Cloud-based secure document management through Dropbox

Full-Charge Bookkeeping

Full-charge bookkeeping is a business-management-type service which includes all of the services mentioned above plus:

accounts payable (paying bills)
accounts receivable (sending invoices)
budgeting and cash flows
payroll and more.

All this to aid you in getting your mind away from the stress of your finances so you may focus on growing your business.

Custom Retainer Packages

Should your bookkeeping needs fall somewhere under, above, or even slightly outside the above mentioned services, please reach out for a customized package.

Non-Retainer Bookkeeping

I also offer the following hourly services based on a rate of $75.00 per hour. Please reach out if there are other similar services not listed here in which you might be interested.

Bookkeeping clean-up and/or catch-up
QuickBooks Online training and support for individuals and small businesses to manage their own books and budgets
Budget consultations using my free monthly budget spreadsheets
Other professional and technical services such as help with setting up domains and websites, assistance with spreadsheets, proofreading, accountability check-ins, etc.

A Quick Note

A majority of my current clients are California-based independent contractors/sole proprietors, single member LLCs, and those with S-Corp elections, but I have also worked with many other kinds of clients across the United States and over innumerable industries.

A Few Reasons to Hire a Bookkeeper

for your small business

Hiring a full-charge bookkeeper allows you to focus on growing your business while having a trusted resource to manage your financial matters. Gone are the days where you're chasing after payments or wondering if you have enough money to pay your bills. Your full-charge bookkeeper will always have your cash flow in mind.

for your taxes

Tired of sorting through receipts and adding them up in a scurry every tax season? Hiring a bookkeeper allows you to track and categorize your income and expenses throughout the year so that come tax time, a few simple reports can be generated and then sent off to your CPA. Additionally, a good bookkeeper reviews your net income/loss to advise on tax liability.

for your budget

Whether you're living paycheck to paycheck or you have so much money you don't know what to do with it, a bookkeeper can provide reports that not only show you your net income, but can determine your net worth. These reports can also come in handy for many situations such as applying for business loans or for providing income reports to FAFSA.

A full-charge bookkeeper can also help you with your budget and in turn, debt reduction, by calculating how much of your income can be applied to your debt while sustaining a healthy spending versus savings model. They will also help in spotting payments/subscriptions that you may be overpaying!

Sepulveda Money:
Bookkeeping & Cash Flows

Remote accounting services to help you focus on the bigger picture.

Remote accounting services to help you focus on the bigger picture.