We support business owners, particularly in construction and caregiving, by handling their bookkeeping so they can focus on running their business with confidence in accurate financials and tax compliance.

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My EA and CPA expertise ensures your bookkeeping is accurate and guided by tax insight, even if I don’t prepare your taxes

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I spent nearly 8 years as a construction contractor in California, while my wife worked over 10 years in the caregiving industry. With firsthand experience running businesses in these fields, we focus primarily on construction and caregiving because we understand the unique challenges they face. My tax expertise ensures your bookkeeping is accurate, efficient, and optimized to maximize every tax-saving opportunity

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We use QuickBooks Online to manage all accounting needs for our small business' clients. As advanced certified QuickBooks Online Pro Advisors, we assist clients with QuickBooks online bookkeeping services which include:

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Setup & Customization

• QuickBooks Online setup, chart of accounts, bank/payment connections

• Products, services, and customer setup

Bookkeeping & Accounting

• Record transactions and reconcile accounts

• Generate financial reports (P&L, balance sheet, cash flow)

• Manage payables and receivables

Training & Guidance

• Teach staff and share best practices

Troubleshooting & Cleanup

• Fix errors and clean messy QuickBooks files

Tax Support

• Prepare data for accountants

• Advise on deductions and record-keeping

Business Consulting

• Analyze finances and advise on cash flow, budgeting, and profitability