Administrative Services

 Document Preparation
To provide accurate and professional document preparation services tailored to client requirements.

Website Optimization 
Objective: To develop a professional and functional website that meets the client’s business needs and aligns with their brand identity.

-Design and Development: Create custom design mockups and develop responsive, user-friendly websites.
Content Integration: Incorporate provided text, images, and media content.

- Administrative Support Services
Objective: To assist in the daily operations of the client’s business by providing a range of administrative support services.

- Regular communication via email, phone, or virtual meetings to ensure alignment on tasks and timelines.

Comprehensive Tax Planning

The specific deliverables may vary based on the client's needs and industry. It's essential for the bookkeeper to discuss and agree with the client on the frequency and format of these deliverables. Regular communication between the bookkeeper and the client helps ensure that the financial records and reports meet the client's expectations and support their decision-making processes when filing taxes

Year End E-file
TAX PEPERATION SERVICES
Partnered with Santa Barbara Bank TPG & Republic Bank
Refund Transfer
Green Dot® Prepaid Visa® Card
Find us in the TAX PRO Directory: TaxProSearch.com

Expert Business Consultation

- Strategy Development & Planning

Build a roadmap for success with actionable, data-driven strategies.
From short-term goals to long-term vision, we help align your business strategy with market demands and growth objectives.

- Operational Efficiency

Optimize processes to improve productivity and reduce costs.
We analyze your operations to identify inefficiencies and streamline workflows, helping your team accomplish more in less time.

- Financial Planning & Analysis

Make informed financial decisions with expert guidance.
From budgeting and forecasting to cost optimization, we provide insights that strengthen your financial foundation and drive profitability.

- Market Expansion & Competitive Analysis

Discover new opportunities to grow and outperform your competitors.
We offer detailed market research and competitive analysis to support your expansion goals, whether it's entering new markets or boosting your market share.

- Digital Transformation

Leverage technology to drive innovation and streamline your business.
Our consultants help you adopt the latest digital tools and strategies, from implementing efficient software to optimizing your digital presence.

- Change Management

Manage change effectively to keep your team engaged and productive.
Our change management solutions ensure smooth transitions, helping your team adapt to new processes and embrace the path to success.

Bookkeeping and Management

Bookkeeping services can vary based on the specific needs and requirements of the client. 

- Financial Transactions Recording
(classify financial transactions, income, expenses, assets, and liabilities)
Maintain a systematic record of all financial activities.

- Accounts Receivable:
• Prepare and send invoices to clients.
• Record and track payments received.
• Follow up on outstanding payments.

- Accounts Payable:
• Record and track bills and invoices from suppliers.
• Prepare and process payments to vendors.
• Manage and reconcile vendor accounts.

- Bank Reconciliation:
• Reconcile bank statements with the financial records to ensure accuracy.
• Identify and rectify any discrepancies.

- General Ledger Maintenance:
• Maintain the general ledger by posting and updating financial transactions.
• Ensure proper coding and classification of transactions.

- Financial Reporting:
• Generate regular financial reports, such as income statements, balance sheets, and cash flow statements.
• Provide customized reports as per the client's requirements.

- Expense Tracking:
• Monitor and categorize all business expenses.
• Identify cost-saving opportunities and provide recommendations.

- Payroll Processing:
• Process payroll, including salary calculations, tax withholdings, and benefits.
• Keep accurate records of employee earnings and deductions.

Payroll and Vendor Payment

Payroll services can vary based on the specific needs and requirements of the client. However, here is a general outline of the typical tasks and responsibilities involved in Payroll services:

• Maintain a systematic record of all Payroll activities.

 Payable:
• Record and track employee hours.
• Prepare and process payments
• Manage and reconcile employee accounts.

Reporting:
• Generate Payroll reports, such as income statements, balance sheets, and cash flow statements.
• Provide customized reports as per the client's requirements.

• Process payroll, including salary calculations, tax withholdings, and benefits.
• Keep accurate records of employee earnings and deductions.

Workers Comp

*if included with initial set up Applicable to State

Auto deduct from employee payroll
Contractor Payments *if included with initial set up Contractor W9, Year End E-file and, Tax Documentation

BOI & Biennial Statement Filings

The Beneficial Ownership Information (BOI) Report is a key requirement under the Corporate Transparency Act (CTA). The report is designed to increase transparency in business ownership by identifying the individuals who own or control companies.

Here’s a breakdown of who must file:

-Corporations, LLCs, and Similar Entities:

Entities registered on or after January 1st, 2024, must file within 30 days of registration.

-Beneficial Owners: A beneficial owner is any individual who meets one or both of the following criteria:

-Ownership: Directly or indirectly owns 25% or more of the company.

-Control: Exercises substantial control over the company’s operations, decisions, or management.

The report must include personal information about each beneficial owner, including their full legal name, date of birth, residential address, and a unique identifying number from a government-issued ID (such as a passport or driver’s license).

-Exempt Entities: Some businesses are exempt from filing a BOI Report. These exemptions include:

• Publicly traded companies registered with the Securities and Exchange Commission (SEC).

• Large operating companies with:

• More than 20 full-time employees in the U.S.

• An operating presence in the U.S.

• Over $5 million in annual revenue.

Other exemptions include government entities, banks, and certain nonprofits.