Consulting Firms
You advise clients on their operations. Let us handle the books so you can focus on what you actually bill for.
The Consultant's Dilemma
You spend your days helping clients solve problems. Strategy, operations, marketing, technology. You’re good at it. Then you go home to a QuickBooks file you haven’t opened in three months and a folder of receipts that might be important.
It’s not that you don’t understand the importance. You left a corporate job where finance was someone else’s department. Now you’re the CEO, the salesperson, the delivery team, and the accounting department. Something has to give. Bookkeeping is usually what gives.
Who This Covers
Who This Covers
Management consultants, IT consultants, marketing consultants, business coaches, and fractional executives. Anyone in Los Angeles or the San Gabriel Valley selling expertise and time.
The Challenge
The Challenge
Variable income that swings month to month. Expenses that need tracking across clients and projects. Quarterly taxes that sneak up on you. Home office deductions that might or might not apply to your situation.
What We Handle
We keep your books clean on a monthly basis. Bank accounts reconciled. Expenses categorized. Income tracked. Nothing fancy. Just the work that needs to happen so you have accurate numbers to look at whenever you need them.
We also track what you owe the IRS before April arrives. Quarterly estimated payments get calculated and you’ll know exactly when and how much to send. No penalties. No scrambling to find cash you didn’t set aside.
Monthly Bookkeeping
Monthly Bookkeeping
Your transactions categorized correctly. Your accounts reconciled. Clean reports that show where the money went and where it came from. Your CPA will thank you at tax time.
Quarterly Estimates
Quarterly Estimates
We calculate what you owe based on actual income. You get reminded before each deadline. The payments get made on time. April becomes a routine event instead of a financial emergency.
What Usually Goes Wrong
The first year of self-employment tax is a shock. You made good money. Then April comes and you owe 15.3% on top of income tax. Nobody warned you. Now you owe more than you have saved and you’re looking at a payment plan.
The other problem is deductions you’re entitled to but never tracked. Miles driven to client sites. The home office you work from every day. Software subscriptions. Professional development courses. Meals with prospective clients. These add up to real money, but only if someone is paying attention throughout the year.
Tax Surprises
Tax Surprises
Self-employment tax hits hard the first time you see it. Quarterly estimate penalties add up if you miss deadlines. Without planning, April becomes a financial crisis instead of routine paperwork.
Deductions Left Behind
Deductions Left Behind
Home office, mileage, software, professional memberships, client meals. If you’re not tracking these throughout the year, you’re paying more in taxes than you need to. That’s money you earned walking out the door.
What Changes
Your books are clean every month without you touching them. You can see which clients and project types bring in the most profit. You make decisions about your business based on actual numbers instead of a general feeling about how things are going.
Tax time is straightforward. Your CPA gets organized records and accurate reports. Quarterly estimates are handled. You’re not scrambling in April or paying penalties for missed payments. The hours you were spending on bookkeeping go back to billable work or back to your life.
Time Reclaimed
Time Reclaimed
Every hour you spend fumbling through bookkeeping is an hour you’re not billing a client. At your rate, the math is simple. We cost less than your time, and we do it right.
Clean Handoff
Clean Handoff
When tax season comes, everything is ready. When you want to see how the year is going, the numbers are there. When you eventually sell the business or bring on a partner, the books are solid and can stand up to scrutiny.
LA's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a clear price for the work.