Business Details
28 Years
experience
Your Trusted Bookkeeping Partner in San Diego
Established in 1998, our bookkeeping firm has served San Diego businesses for over 25 years. As a QuickBooks Certified Pro Advisor with a Bachelor of Science in Finance from San Diego State University, we bring deep technical expertise to financial management. Our services span multiple industries including real estate, healthcare, and hospitality, focusing on accurate reporting and strategic financial insights. We collaborate with licensed CPAs for tax preparation while maintaining strict compliance with state and federal regulations. Our commitment to personalized service includes customized monthly reports and a free initial consultation to address specific business needs.Active membership in professional organizations like BBB and Rotary underscores our dedication to ethical practices. With extensive experience in both QuickBooks Desktop and Online platforms, we help businesses transition from chaotic finances to organized clarity. Our approach combines technical proficiency with practical solutions, ensuring clients maintain control over cash flow, expenses, and growth opportunities. We specialize in transforming complex financial data into actionable insights that drive business success.
Services
Bookkeeping Services
Tax Preparation Assistance
Payroll Management
Financial Reporting
Business Consulting
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of bookkeeping experience serving San Diego businesses
- Our team consists of QuickBooks Certified Pro Advisors
- We provide customized monthly financial reports tailored to your specific needs
- We partner with licensed CPAs for professional tax preparation services
- We serve diverse industries including real estate, healthcare, and hospitality
Associations and certifications
- QuickBooks Pro Advisor Certification
- BBB
What people say
Professionalism
Relief from stress
Quick assistance
Customized reports
Expertise
Services
Bookkeeping Services
Comprehensive bookkeeping solutions maintaining accurate financial records through QuickBooks Desktop and Online platforms. Our certified professionals ensure proper categorization of transactions, account reconciliation, and implementation of efficient financial processes tailored to your business needs. Serving diverse industries with precision and compliance.
Tax Preparation Assistance
Collaborative tax preparation services working alongside licensed CPAs to organize financial documentation. We compile necessary records including profit and loss statements, balance sheets, and reconciliation reports to ensure accurate tax filings while maximizing itemized deductions for your business.
Payroll Management
Complete payroll management maintaining compliance with state and federal regulations. We coordinate with payroll providers to process time entries, salary information, and 1099 forms while ensuring accurate financial reporting and documentation for all employee compensation activities.
Financial Reporting
Customized monthly financial reporting providing clear insights into cash flow, revenue, and expenses. Our detailed analysis helps business owners track progress, identify growth opportunities, and maintain control over financial operations through tailored reporting metrics and industry-specific benchmarks.
Business Consulting
Strategic financial consulting offering expert guidance on business organization and financial decision-making. We provide objective analysis of financial trends, operational efficiency recommendations, and implementation support for financial systems from business start-up through expansion phases.
People
Kelly Ralston
Owner
Certified QuickBooks Pro Advisor with 25+ years of San Diego bookkeeping experience. Holds BS in Finance from San Diego State University. Serves diverse industries including real estate, healthcare, and hospitality while maintaining active membership in BBB and professional business associations.
Questions
Do you help with tax preparation?
Yes, I prepare 1099s and organize financial records for your CPA. I recommend using licensed CPAs for actual tax filing.
What bookkeeping software do you use?
I'm a certified QuickBooks Pro Advisor for both Desktop and Online versions. Training is provided if needed.
How much do your services cost?
First consultation is free. Initial setup has a one-time fee, followed by monthly retainers based on your specific needs.
Do you handle payroll processing?
Yes, I coordinate with your payroll provider to ensure compliance with state and federal regulations for employee compensation.
What industries do you serve?
I work with real estate, property management, HOAs, investment firms, bail bonds, restaurants, and medical professionals.
What happens during our first meeting?
We'll review your current financial system and discuss how I can help achieve your business goals with no obligation.
