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Upcoming Events

CPA Tech and Paperless Office Demo Day - October 25, 2010

Accounting Day-Orange County - December 6, 2010           .....


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List of Jim's sample Excel Files used in recent presentations

Accounting Services

Bookkeeping (Monthly/Quarterly/Annual). For companies without the resources, I can help with this basic financial service. While the work is basic bookkeeping, the report that will accompany the financial statements will be a compilation report customized to describe the level of services provided. I will typically engage the services of a qualified bookkeepter to help you with daily accounting issues which helps to keep the cost to a minimum.

Accounting Set-up for a New Business. Getting setting up correctly in the early stages of your business is critical to save money later and get a jump start on being productive early on in your business.

Back Office Support are services I provide to help companies with recurring time consuming tasks and have a need to the share the information with others in a collaborative manner. Many of these services are web-based allowing all members of the company's team to review the information at any time. These service are described elsewhere in this website.