Frequently Asked Questions

We offer comprehensive bookkeeping services including daily and monthly transaction recording, bank and credit card reconciliation, accounts payable and receivable management, month-end and year-end close procedures, general ledger maintenance, and financial statement preparation. We also provide catch-up bookkeeping for businesses whose books have fallen behind.

Our bookkeeping pricing is based on the size of your business, the volume of monthly transactions, and the specific services you need. We offer a free initial consultation where we assess your requirements and provide a transparent, customized quote. Most small businesses in the Lodi area find our rates very competitive.

Yes. We prepare individual tax returns (Form 1040) as well as all types of business returns including Schedule C for sole proprietors, Form 1120 for C-Corporations, Form 1120-S for S-Corporations, and Form 1065 for partnerships. We also handle California state tax filings and quarterly estimated tax calculations.

Ideally, tax preparation is a year-round process. We recommend organizing receipts and financial documents quarterly, making estimated tax payments on schedule, and scheduling a pre-tax-season review in November or December. However, if you are starting late, we can still help. Our catch-up services get your records in order quickly so your return is filed accurately and on time.

We provide full QuickBooks Online and Desktop services including initial setup and configuration, chart of accounts customization, data migration from other accounting software, bank and credit card feed connections, invoice template design, one-on-one and group training, ongoing support and troubleshooting, and third-party app integrations.

Absolutely. We regularly help businesses migrate from platforms like FreshBooks, Xero, Wave, Sage, and even spreadsheets to QuickBooks Online or Desktop. We handle the data migration carefully to ensure all historical data transfers accurately, and we train your team on the new system so the transition is smooth.

Our payroll service handles everything from calculating employee wages and withholdings to processing direct deposits and filing quarterly and annual payroll tax returns. We support weekly, bi-weekly, and monthly pay schedules, prepare W-2s and 1099s at year-end, and handle new hire reporting for California compliance.

We have extensive experience with restaurants and food service businesses, retail and e-commerce operations, construction and trades contractors, medical and dental practices, agricultural and farming businesses, and professional service firms including law offices, real estate agencies, and consulting companies.

We offer both in-person and remote service options. Many of our clients work with us entirely remotely using secure document sharing, cloud-based accounting software, and video calls. Others prefer occasional in-person meetings. We accommodate whatever arrangement works best for your schedule and preferences.

Yes. We assist with new business formation including LLC formation and registration, S-Corp and C-Corp election filings, EIN applications, California business license guidance, and initial chart of accounts setup. We also provide first-year tax planning to ensure your new business starts on the right financial footing.

Look for an accountant who understands your industry, is responsive to your questions, uses modern technology, provides transparent pricing, and takes the time to explain your financial position in plain language. A good accountant should feel like a trusted advisor, not just a number cruncher. We invite you to schedule a free consultation so you can see firsthand how we approach client relationships.

Getting started is simple. Call us at (209) 243-6929 or fill out our online contact form to schedule a free, no-obligation consultation. During our initial meeting, we will discuss your business, your current financial processes, your goals, and how we can help. From there, we create a customized service plan and get started right away.