FAQ

What types of businesses do you work with?

We specialize in serving gyms & fitness, hospitality (restaurants, bars, and nightclubs), retail, and weddings & events industries. However, we welcome clients from all industries who need reliable, tailored accounting support.

Do you only serve businesses in Southern California?

Nope! While we’re proudly based in sunny San Diego, we work with businesses all over the West Coast—and beyond. With our cloud-based tools, distance is no obstacle.

Why should I hire an accountant instead of just using software like QuickBooks?

Software is a helpful tool, but it doesn’t replace expertise. If you’re comfortable navigating financial reports, that’s great. But if you want help ensuring all your data is accurate and compliant, along with insights to drive your business forward, partnering with an accountant ensures nothing falls through the cracks.

How much do your services cost?

Pricing varies based on the scope of work. Whether you need ongoing support, a one-time cleanup, or a financial system setup, we customize packages to fit your needs and budget. Schedule a free consultation for a transparent quote.

Do you offer consultations to discuss my needs?

Yes! We provide free consultations to understand your goals and challenges. From there, we’ll propose a tailored plan to help streamline your finances.

What accounting services do you offer?

We specialize in:
-- Bookkeeping
-- Payroll processingInventory management
-- Year-end close
-- Financial reporting
-- Prior year cleanup
-- System conversions

Do you help with payroll processing?

Yes! We handle everything from payroll setup to ongoing processing, ensuring compliance with state and federal laws and timely employee payments.

My books are a mess. Can you help clean them up?

Absolutely. We’re pros at prior year cleanup, transforming disorganized records into a clean, accurate system. Say goodbye to financial chaos!

Can you help set up financial systems for my new business?

Yes, we’ll help you establish solid financial systems, including software selection, process implementation, and training. Starting with the right tools saves time, money, and stress down the road.

Do you provide tax preparation services?

We don’t file taxes directly, but we ensure your books are tax-ready for your CPA or tax preparer. By keeping your financial data accurate and organized, tax season becomes much smoother.

Can you assist with inventory management?

Definitely! For businesses with physical products, we can optimize your inventory tracking systems, ensuring accurate records, better cash flow management, and fewer headaches.

What makes your accounting firm different?

We combine technical expertise with deep industry knowledge and a touch of personality. With over a decade in hospitality accounting and a track record across various industries, we go beyond number-crunching to provide actionable insights tailored to your business.

I’m a solopreneur—do I really need an accountant?

If you want to focus on your craft without worrying about managing finances, an accountant can be your secret weapon. We support businesses of all sizes, including solo ventures, with customized services.

How do I know if my business needs professional bookkeeping?

Here are some signs: You’re spending more time on bookkeeping than running your business; Your records are disorganized or incomplete; You’ve missed deadlines or incurred penalties for payroll or tax filings; You’re growing and need systems to keep up.
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If any of these sound familiar, we can help.

Can you help me scale my business financially?

Yes! From optimizing cash flow to preparing financial forecasts, we provide the tools and insights to support sustainable growth.

How do I get started?

It’s simple! Schedule a free consultation, and we’ll create a customized plan tailored to your needs, whether you’re a startup or an established business.

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