ACCOUNTING SERVICES

Accounting Oversight & Financial Review

Professional oversight, reconciliation, and financial reporting for businesses that manage their own QuickBooks.

Services

Smarter Accounting Solutions for Every Business

If you or your staff manage your own bookkeeping in QuickBooks, our Accounting Services provide the accuracy, compliance, and tax support your business needs without the cost of full-service bookkeeping. 

Our bilingual team reviews your QuickBooks file monthly or quarterly, corrects errors, reconciles accounts, and ensures everything is tax-ready. 

CPA Review

Year- Round Support

Reconciliations

Compliance Filings

You Handle Bookkeeping, We Handle Everything Else

 If you prefer to enter your own transactions or have an in-house bookkeeper, our Accounting Services give you the peace of mind of having a CPA review your work and handle all compliance requirements. 

We ensure your books are accurate, complete, reconciled, and compliant, and we prepare ALL required business filings so nothing is missed. 

This service is ideal for business owners who want to stay cost-efficient while still receiving high-level CPA oversight, bilingual support, and proactive tax planning. 

Our Accounting Services Include:

1. Monthly or Quarterly CPA review

  • Review of all client-entered transactions 
  • Correction of misclassified entries 
  • Adjustment journal entries 
  • Bank & credit card reconciliations 
  • Monthly or quarterly financial statements 
  • Troubleshooting and QuickBooks Online support,

2. Full Compliance Filings (included with this service) 

Just like our Monthly Bookkeeping clients, you receive: 

  • Annual Statement of Information 
  • Annual Form 1099 Filings 
  • Business Property Tax Return (571-L) 
  • Sales Tax Filings (monthly/quarterly/annual) 

These services alone save clients thousands in penalties each year. 

3. Year-Round Tax Support & Planning 

  • Direct access to our tax preparers 
  • Tax-related questions answered year-round 
  • End-of-year tax strategy meeting to legally reduce taxes 
  • Proactive guidance on deductions, payroll, and structure 
Are we a good fit?

Who This Service Is Perfect For?

This service is ideal for business owners who manage their own QuickBooks or work with an in-house bookkeeper and want professional oversight without the cost of full-service bookkeeping. It’s designed for companies that value accuracy, compliance, and proactive tax guidance, and want confidence their financials and filings are handled correctly.

Business owners who manage their own bookkeeping

Companies with an in-house bookkeeper

Owners wanting CPA oversight without full-service bookkeeping

Clients needing compliance filings handled reliably

Entrepreneurs wanting tax savings and bilingual support

Client experience

What You Get

You gain clean, reconciled books, reliable compliance support, and ongoing CPA oversight without added complexity. Your financials stay accurate and tax-ready, deadlines are managed, and questions are addressed throughout the year, giving you clarity and peace of mind.

CPA-level accuracy

Clean, reconciled books

All compliance filings included

Lower tax liability through planning

No penalties or missed deadlines

Bilingual support and explanations

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