Business Details
Trusted Accounting and Business Consulting Services in Pasadena
We are seasoned accounting and business professionals with over 15 years of experience serving diverse industries including non-profits, retail, real estate, and professional services. Our expertise in QuickBooks platforms and third-party software enables us to deliver tailored financial solutions for small to medium-sized businesses. We prioritize collaboration with CPAs to optimize tax strategies and offer remote bookkeeping services nationwide while maintaining a strong local presence in Los Angeles. Our team combines technical proficiency with personalized support to ensure accurate financial management from business inception through growth phases. 
Services
Accounting Services
Bookkeeping
CFO Services
QuickBooks Setup
Payroll Processing
Nonprofit Accounting
Retail Bookkeeping
Real Estate Accounting
Highlights and features
- We offer 15+ years of experience with QuickBooks platforms across multiple industries
- Our team includes an Advanced Certified ProAdvisor for specialized software support
- We provide nationwide remote bookkeeping with local Pasadena, CA accessibility
- We collaborate directly with CPAs to optimize tax preparation and compliance
- We implement customized financial systems for business startups and growth phases
Associations and certifications
- QuickBooks Pro Advisor
What people say
Great person to work with
Excellent at QuickBooks
Professional work quality
Responsive and helpful
Accurate accounting solutions
Services
Accounting Services
We provide comprehensive accounting solutions for small to mid-sized businesses, including financial reporting, budgeting, and tax preparation. Our team ensures accurate record-keeping and compliance with regulatory requirements while offering strategic financial insights. With expertise in multiple accounting platforms, we deliver tailored solutions that support business growth and operational efficiency.
Bookkeeping
Our bookkeeping services include daily transaction management, bank reconciliations, and accounts payable/receivable processing. We specialize in both cloud-based and desktop accounting systems, ensuring organized financial records that support informed business decisions. Remote and on-site options provide flexibility while maintaining accuracy and timeliness.
QuickBooks Setup
We specialize in complete QuickBooks setup for new and existing businesses, including chart of accounts configuration and data migration. Our ProAdvisor certification ensures optimal system customization for specific business needs. We provide training and ongoing support to maximize software effectiveness for financial management.
CFO Services
Our CFO services offer strategic financial guidance for business planning and decision-making. We provide cash flow analysis, budget development, and financial forecasting tailored to industry-specific requirements. These services help businesses maintain financial health and support long-term growth objectives.
Payroll Processing
We handle complete payroll processing including tax calculations, direct deposits, and compliance reporting. Our systems integrate with accounting software to ensure accurate financial records. We support both hourly and salaried employee structures while maintaining up-to-date tax regulation compliance.
People
Lisa A. Swan
President
MBA graduate with 19+ years of finance and accounting experience, Advanced Certified QuickBooks ProAdvisor since 2001, specializing in business financial management solutions.
Brenda Kyle
Bookkeeper
Part-time bookkeeper since 2019, specializing in data entry and accounting support, with outdoor enthusiast interests outside office hours.
Questions
What accounting software platforms do you support?
We support all QuickBooks versions (Desktop, Online, Mac), Xero, and third-party accounting software with specialized ProAdvisor certification for QuickBooks solutions.
Do you work with businesses outside the local area?
Yes, we provide remote bookkeeping services nationwide while maintaining local Pasadena, CA office operations for in-person consultations.
How do you ensure client data security?
We use encrypted password-protected files, antivirus software, and sign Non-Disclosure Agreements to protect client information during remote accounting services.
What industries do you specialize in?
We specialize in real estate, property management, non-profits, retail/e-commerce, professional services, and small business accounting with tailored financial solutions.
Can you help with business startup accounting?
Yes, we provide complete startup accounting services including system setup, chart of accounts configuration, and ongoing financial management support from business inception.
