Individual and Business Financial Services You Can Count On.

Accounting Tax + Insurance
Contact us today for your own consultation!

Are you a solo entrepreneur or microbusiness owner feeling overwhelmed, slow pays, cash not flowing?

See our customized turn around services

Customized Turnaround Services

Tax Calculation and Reporting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Income Tax: Personal, Business, and Corporate returns -- All major tax situations supported
Sales Tax: Knowledgeable local, Inter- and Intra-state commerce nexus
Reporting: Help directors make informed decisions

Appointment

Management - Accounting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Bookkeeping: Manage daily transactions, cash in/out
Payroll: Manage processing, taxes and reporting
Grant Accounting: Budget, tracking, invoicing
Planning: Reporting and advice to support growth
Analysis: Evaluation for effective business operations

Appointment

Advisory - Prrepare for The New Normal?

Capital Fundraising: Advice on seeking equity to help grow your business
Incorporation: Legally Required Documentation
Paycheck Protection Program: Loan forgiveness guidance
Wealth Management: Protect assets and plan for retirement
Retirement Solutions: SIMPLE IRA, and others

Appointment

Contact Us for Individual or Business Financial Services

Currently serving business owners nationwide.

If you are an individual, solo entrepreneur or microbusiness owner feeling overwhelmed by paperwork, your customers are slow paying, or your cashflow is flowing to your expenses and not to your wallet, let get you some backoffice support.

You bring in the sales. I'll make sure it is recorded correctly and you only pay taxes on what you owe, no more. Contact us to see if we would work well together. Urgent? [Message Me on Facebook]

We are available by remote service appointments

Current Promotions

Become a QuickBooks Specialist

QuickBooks Plus - Call me for discount

Big News

Current Promotions

We have redesigned our site to be mobile friendly and to offer special promotions and training programs. See the blog.

Answers to FAQs

Current Promotions

Answers to FAQs

Find answers to the most frequently asked client questions in our blog under "FAQs" so everybody benefits.

Testimonials - References

Christe Bunting - AZ Fresh Vending

Marcel Rodarte - Executive Director at California Contract Cities Association

Jael is very concerned with providing excellent service to her clients. She is an excellent virtual assistant as well. Her patient manner makes for a great tutor.

Marcel Rodarte - Executive Director at California Contract Cities Association

Jael has been an excellent addition to our team as our primary accountant. She is attentive to detail, concise, and understands accounting principles thoroughly. I would highly recommend Jael for any accounting or tax preparation position.

Cheryl Cormier - Development Manager at Boys & Girls Club

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Jael is an amazing and expert in Non-Profit accounting and QuickBooks. She is Solution-Based and always looking for ways to improve policies and procedures. Very resourceful and always willing to step in to help. Extremely Detail-oriented. An asset to any organization she works in.

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Our company experience with Jael has been nothing but the best! Jael help with all taxes, back taxes, payroll taxes, liens, workers comp, things that where [were] just out of control. She managed to get it done on a timely manner and was always available to help when needed. I have always recommended her and will continue to do so! Very intelligent and kind person. Thank you for what you do!

Individual and Business Financial Services You Can Count On.

Are you a solo entrepreneur or microbusiness owner feeling overwhelmed, slow pays, cash not flowing?

Customized Turnaround Services

Tax Calculation and Reporting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Management - Accounting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Advisory - Prrepare for The New Normal?

Advisory - Prrepare for The New Normal?

Advisory - Prrepare for The New Normal?

Contact Us for Individual or Business Financial Services

Email Us

Currently serving business owners nationwide.

We are available by remote service appointments

Current Promotions

Current Promotions

Current Promotions

Big News

Current Promotions

Current Promotions

Answers to FAQs

Current Promotions

Answers to FAQs

The Growth Formula

Testimonials - References

Christe Bunting - AZ Fresh Vending

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Cheryl Cormier - Development Manager at Boys & Girls Club

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Individual and Business Financial Services You Can Count On.

Are you a solo entrepreneur or microbusiness owner feeling overwhelmed, slow pays, cash not flowing?

Customized Turnaround Services

Tax Calculation and Reporting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Management - Accounting

Advisory - Prrepare for The New Normal?

Tax Calculation and Reporting

Advisory - Prrepare for The New Normal?

Advisory - Prrepare for The New Normal?

Advisory - Prrepare for The New Normal?

Contact Us for Individual or Business Financial Services

Email Us

Currently serving business owners nationwide.

We are available by remote service appointments

Current Promotions

Current Promotions

Current Promotions

Big News

Current Promotions

Current Promotions

Answers to FAQs

Current Promotions

Answers to FAQs

The Growth Formula

Testimonials - References

Christe Bunting - AZ Fresh Vending

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Marcel Rodarte - Executive Director at California Contract Cities Association

Cheryl Cormier - Development Manager at Boys & Girls Club

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

Mayra Quintanilla - Office Manager at California Pottery & Tile Works

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