We’ll organize your books monthly so you’re ready for tax season — without stress and without delays
You handle the projects - I handle the books
That’s it. Not complicated. Let’s work together.
Bookkeeping Built for San Diego Contractors
Our Process - in 3 simple steps
Step#1
Call Us Today
Call us or send a message, and we’ll get in touch to learn more about your bookkeeping needs.
Step#2
Assess & Estimate
We’ll review your current accounts to establish a timeline and provide a quote for monthly or one-time services.
Step#3
We Work Together
With organized books, tax season becomes stress-free — and you’ll know exactly where every dollar goes.
Our Client’s Month - Simplified
We Organize Your Accounts
We connect your bank, credit card, and payment systems — keeping everything updated automatically so you never fall behind.
We Handle The Numbers
Each month, we categorize expenses, reconcile your accounts, and prepare clean financials. You just focus on your work — we’ll keep the books accurate.
You Get Clear Reports
By the 10th, you receive a simple Profit & Loss and Balance Sheet that show exactly where your money’s going — ready for your CPA or tax season.
FAQ
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You can call, text, or book a free consultation. We’ll reply within a day to learn more about your bookkeeping needs and answer any questions.
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Our prices range from $250–$450 per month, plus any catch-up work if your books are behind. One-time cleanups depend on how many months need to be organized and the complexity of your accounts. To get an exact quote, you can book a free consultation — we’ll review your accounts and give you a clear estimate before starting.
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We'll start with a free consultation to understand your needs and if we are the right fit for your business.
Once you’re ready to move forward, we connect your bank and credit card accounts, review past transactions, and catch up any missing months so your books are current.
After setup, we start your monthly bookkeeping cycle — categorizing transactions, reconciling accounts, and sending your financial reports by the 10th of each month.