Accounting & Bookkeeping Services for Southern California
CPA-managed bookkeeping, cleanup, nonprofit accounting, and entity structuring. We manage what makes sense at CPA rates and refer out what does not.
Most bookkeeping services deliver data entry. A CPA-managed accounting relationship delivers insight. When Alex reviews your monthly financials, you get a licensed CPA’s perspective on what the numbers mean. We structure engagements around clients where the complexity justifies that level of oversight. For simpler needs, we refer directly to our trusted bookkeeper network.
Accounting & Bookkeeping Services
Bookkeeping & Accounting
CPA-managed monthly bookkeeping for qualifying engagements. Referrals to our trusted bookkeeper network for simpler needs. Flat-fee cleanup projects after a diagnostic review.
Learn More →Bookkeeping Cleanup
Catch-up and reconstruction for books behind by months or years. Scoped with a diagnostic review before any fees are quoted.
Learn More →Nonprofit Accounting
Form 990 preparation, fund accounting, California AG compliance, and grant tracking for California 501(c)(3) organizations.
Learn More →Entity Structuring
LLC, S-Corp, and C-Corp formation with the tax analysis that actually determines which structure saves you money every year.
Learn More →Multi-Entity Tax Planning
Entity structure audit, QBI optimization, franchise tax minimization, and PTE election coordination across your full entity stack.
Learn More →Is This Right for You?
Clean Books Every Month. Tax-Ready From Day One.
Every bookkeeping engagement is structured with tax season in mind from the start.