Bookkeeping Services in California (QuickBooks & Xero)

Clean, current books are the foundation of every other financial decision a California business makes, from filing an accurate return to knowing whether you can afford to hire. We provide monthly bookkeeping on QuickBooks and Xero for California businesses, with a properly structured chart of accounts, accounts payable and accounts receivable tracked, and every account reconciled and reviewed by a team that also files your taxes, so your books and your return always agree.

Monthly bookkeeping for California businesses

Every month we reconcile your accounts, categorize transactions, and produce financial statements you can actually use, not a shoebox of receipts handed to a preparer in April. California imposes an $800 minimum franchise tax every year on virtually every LLC, the costliest in the nation. That matters because California's state income tax (1%–13.3%) means your books feed both a federal and a California return, so accuracy is non-negotiable.

What's included

• Monthly reconciliation of bank and card accounts so nothing is missed or double-counted.
• Clean, tax-ready ledgers that make your state and federal filings fast and accurate.
• Reports you'll read, profit and loss, balance sheet and cash flow, in plain terms.
• QuickBooks or Xero setup and migration, whichever fits your business.

Bookkeeping that connects to your taxes

Most California businesses keep their bookkeeper and their tax preparer separate, then pay for the gap between them every spring. We close that gap: the team that reconciles your books also prepares your tax return, so there's no handoff, no re-explaining, and no surprises. We can keep your books on a cash basis or full accrual basis depending on what your return and your lenders need. If you're behind, we also do catch-up bookkeeping to bring prior months current before filing.

QuickBooks, Xero, and California sales tax

We work in both QuickBooks and Xero, and we track California sales-tax collection inside your books if you sell taxable goods, California's base rate is 7.25%. Pair that with our nexus checker and your collection, filing and books all stay in sync, handled by one CPA & EA team at a flat monthly fee.