Questions

Frequently Asked

Illustration of people interacting with large "FAQ" letters, using laptops and tablets, surrounded by chat symbols and plants.

We get it—accounting can feel like a lot. That’s why we’ve put together some of the most common questions we hear, so you can get the info you need without the headache. If you don’t see what you’re looking for, no worries!

Just head over to our contact form and shoot us a message. We’re happy to help!

General

  • We specialize in serving gyms & fitness, hospitality (restaurants, bars, and nightclubs), retail, and weddings & events industries. However, we welcome clients from all industries who need reliable, tailored accounting support.

  • Nope! While we’re proudly based in sunny San Diego, we work with businesses all over the West Coast—and beyond. With our cloud-based tools, distance is no obstacle.

  • Software is a helpful tool, but it doesn’t replace expertise. If you’re comfortable navigating financial reports, that’s great. But if you want help ensuring all your data is accurate and compliant, along with insights to drive your business forward, partnering with an accountant ensures nothing falls through the cracks.

  • Pricing varies based on the scope of work. Whether you need ongoing support, a one-time cleanup, or a financial system setup, we customize packages to fit your needs and budget. Schedule a free consultation for a transparent quote.

  • Yes! We provide free consultations to understand your goals and challenges. From there, we’ll propose a tailored plan to help streamline your finances.

Services

  • We specialize in:

    • Bookkeeping

    • Payroll processing

    • Inventory management

    • Year-end close

    • Financial reporting

    • Prior year cleanup

    • System conversions

  • Yes! We handle everything from payroll setup to ongoing processing, ensuring compliance with state and federal laws and timely employee payments.

  • Absolutely. We’re pros at prior year cleanup, transforming disorganized records into a clean, accurate system. Say goodbye to financial chaos!

  • Yes, we’ll help you establish solid financial systems, including software selection, process implementation, and training. Starting with the right tools saves time, money, and stress down the road.

  • We don’t file taxes directly, but we ensure your books are tax-ready for your CPA or tax preparer. By keeping your financial data accurate and organized, tax season becomes much smoother.

  • Definitely! For businesses with physical products, we can optimize your inventory tracking systems, ensuring accurate records, better cash flow management, and fewer headaches.

Other

  • We combine technical expertise with deep industry knowledge and a touch of personality. With over a decade in hospitality accounting and a track record across various industries, we go beyond number-crunching to provide actionable insights tailored to your business.

  • If you want to focus on your craft without worrying about managing finances, an accountant can be your secret weapon. We support businesses of all sizes, including solo ventures, with customized services.

  • Here are some signs:

    • You’re spending more time on bookkeeping than running your business.

    • Your records are disorganized or incomplete.

    • You’ve missed deadlines or incurred penalties for payroll or tax filings.

    • You’re growing and need systems to keep up.
      If any of these sound familiar, we can help.

  • Yes! From optimizing cash flow to preparing financial forecasts, we provide the tools and insights to support sustainable growth.

  • It’s simple! Schedule a free consultation, and we’ll create a customized plan tailored to your needs, whether you’re a startup or an established business.