Business Details
17 Years
experience
Expert Bookkeeping Services in Laguna Niguel, CA
Waters Bookkeeping combines extensive education with diverse industry experience to deliver precise financial solutions. Founded in 2009, our team of Certified QuickBooks ProAdvisors specializes in tailored bookkeeping services for small to medium businesses across multiple sectors, including law firms, e-commerce, and construction. We prioritize accuracy, compliance, and client satisfaction, offering services like payroll management, trust accounting, and CPA preparation. Our local expertise in Orange County, coupled with nationwide reach, ensures businesses receive strategic financial support.With over a decade of experience, we emphasize transparency, efficiency, and personalized service to help clients streamline operations and reduce stress. Our commitment to continuous improvement is reflected in our clients' testimonials, highlighting our responsiveness, professionalism, and expertise. By integrating advanced QuickBooks solutions and industry-specific methodologies, we empower businesses to focus on growth while maintaining impeccable financial records.
Services
Full-Service Bookkeeping
QuickBooks Support
Payroll Management
Trust Accounting
CPA Prep
Bank Reconciliations
Sales Tax Filing
QuickBooks Training
Remote Bookkeeping
Industry-Specific Solutions
Details
- Year established: 2009
Highlights and features
- Certified QuickBooks ProAdvisors with 15+ years of experience
- Tailored solutions for law firms, e-commerce, and construction companies
- Proven track record of 5+ years with client retention
- Accurate financial records compliant with state regulations
- Personalized service combining local expertise with national reach
Associations and certifications
- QuickBooks ProAdvisor
What people say
Efficient, accurate
Excellent bookkeeper
Solution-oriented approach
Responsive, personable
Professional team
Services
Trust Accounting
Specialized trust accounting services for estate planning attorneys ensure compliance with state regulations. Our Certified QuickBooks ProAdvisors provide accurate record-keeping, real-time reporting, and reconciliation to reduce discrepancies and legal risks. This service streamlines financial management for law practices handling wills and trusts.
QuickBooks Support
Comprehensive QuickBooks support includes file cleanup, payroll integration, and year-end preparation. Our ProAdvisors troubleshoot issues, optimize software functionality, and train teams to improve financial workflow efficiency for businesses of all sizes.
Payroll Management
Full-service payroll management integrates with QuickBooks to ensure accurate, compliant payments. We handle setup, processing, and reconciliation while offering tailored solutions for businesses transitioning from existing providers.
CPA Prep
CPA preparation services organize financial records for seamless tax filing and audits. We ensure all documentation is accurate and up-to-date, reducing time spent by CPAs and lowering costs for businesses during tax season.
Sales Tax Filing
Professional sales tax filing services maintain compliance with state requirements. Our team handles submission deadlines, calculations, and documentation to prevent penalties while ensuring accurate financial reporting for businesses.
People
Becca Carlson
Owner/Bookkeeper
Becca Carlson, founder of Waters Bookkeeping, holds an MBA in accounting and 15+ years of experience across diverse industries. Certified as a QuickBooks ProAdvisor, she specializes in tailored financial solutions while maintaining a client-focused approach that emphasizes accuracy and efficiency.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping including payroll, bank reconciliations, trust accounting, CPA prep, and QuickBooks support for businesses nationwide.
Which industries do you specialize in?
We serve law firms, medical beauty spas, e-commerce businesses, construction companies, and estate planning attorneys with tailored financial solutions.
Do you offer remote bookkeeping services?
Yes, we provide remote and on-site bookkeeping in Orange County, supporting businesses nationwide through secure digital collaboration tools.
How can trust accounting services benefit attorneys?
Our trust accounting services ensure compliance with state regulations, reduce legal risks, and streamline financial management for estate planning practices.
Can you help with QuickBooks training?
Yes, we offer personalized QuickBooks training sessions to help teams master software features from basic setup to advanced financial reporting tools.
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