Accounting
Done For You
and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

  • Bank reconciliation…
    • Identify lost checks, lost deposits, or unauthorized wire transfers.
    • Detect and prevent embezzlement of funds from within your business.
    • Track your business growth and manage your cash effectively.
    • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
  • Income statements…
    • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
    • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
    • Track increases in product sales or returns as a percentage of your sales.
    • Determine your current tax liability.
  • Balance sheets…
    • Gives you a snapshot of the financial health of your business at any given point of time.
    • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
    • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
  • General ledger management
    • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
  • Unlimited consultations.

We can also customize our service to you by adding…

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (949) 734-7811 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Use These Financial Reports For Business Decisions By Pacific Tax Advisors

Just in time for the weekend, the IRS issued Friday-evening guidance about the overly-hyped (at first) payroll tax "holiday".There was initial hope that this might be a great shot-in-the-arm for Newport Beach businesses and employees, but given how the thing is...

How Your Newport Beach Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Newport Beach business right now?I'd like to get just a few sentences about...

How Newport Beach Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your Newport Beach business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling...

How Newport Beach Businesses Can Market More Effectively In This New Normal

I have some ideas for Newport Beach small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...

Solving Problems in Newport Beach Businesses with Effective Solutions

There's this idea out there among many wannabe Newport Beach business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although the...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Newport Beach business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Newport Beach small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...