Meaningful, well-organized financial records ensures your business will run efficiently
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QUICKBOOKS CERTIFIED QuickBooks Certified Pro Advisor at your service. Take advantage of everything we know about QuickBooks. Our first hour of any consultation is always free.
BUSINESS PARTNERSHIP Your bookkeeping service should act like a business partner, not just another vendor or employee. We will help you control your expenses and grow your business, just like a good business partner should.
GET A QUOTE TODAY We help small businesses with their bookkeeping needs by offering a full range of services. We provide our clients with custom bookkeeping services at an affordable rate. Contact us today for a fast, no obligation quote.
LISA CARSON
Owner
Lisa Carson has been a small business bookkeeper since January 2003 when she began using QuickBooks for her home improvement referral business.
Since then, she has supported numerous small and medium sized business clients utilizing QuickBooks Desktop and QuickBooks online, and recently received her QuickBooks Online advanced certification.
Lisa also has many years of bookkeeping experience, providing software programming and support for Chevron’s Downstream Accounts Receivable and Tax Departments for 13 years prior to starting her own business.
Lisa Carson graduated Cum Laude from California Polytechnic University in San Luis Obispo, California, with a BS in Business Administration / Management Information Systems, minor in Computer Science.
She resides in Brentwood, California with her husband, two german shepherds, and has two daughters in college.
General Ledger and Financial Statement preparation
Bookkeeping (Monthly, Quarterly and Annually)
Bookkeeping systems and procedure setup for new businesses
Financial Statement presentation to directors and tax preparers for clients
Income Statement
Monthly Balance Sheet
Profit and Loss
Bank Reconciliation
Preparation for your Tax Advisor
Develop initial bookkeeping strategies
Reviewing company reports
Paperwork and workflow organization
Coordinating personal financial systems setups, year-end organization, pretax preparation
QuickBooks training for Owners and Staff
Help clients interpret their tax preparer's instructions
How to read financial statements
Explain 1099s
QuickBooks is the de facto bookkeeping software for small businesses. Our traditional bookkeeping experience and our certifications as a QuickBooks ProAdvisor and Sleeter Group QuickBooks, provides you with the most comprehensive experience and knowledge in the industry.
As certified QuickBooks ProAdvisors, we'll help unleash the full power of QuickBooks to run your business efficiently and be well prepared for tax time.
Understanding the fundamentals of bookkeeping is critical for your business no matter how big or small. We'll show you the important basics to get QuickBooks up and running and fine tune it for your business. Our years of experience will help you avoid common mistakes and get a solid footing so you'll be prepared for all the business challenges that lay ahead.
If you've hired new employees, need a refresher course, or want to learn about new features, simply call us at (925) 634-8682 to schedule a QuickBooks training appointment.
We also provide QuickBooks Consulting and help you transition to QuickBooks Online.
As certified QuickBooks ProAdvisors, we'll help unleash the full power of QuickBooks to run your business efficiently and be well prepared for tax time.
Confidential, individual consultations are available to provide clients with a wide range of bookkeeping support tailored to their specific personal abilities and particular business needs.
We also provide QuickBooks Training and help you transition to QuickBooks Online.
We help our QuickBooks Online clients become more productive and streamline their bookkeeping process.
Without leaving the comfort of your office, we can easily help you with your bookkeeping questions or review your data.
With cloud computing we will both be seeing the same data.
QuickBooks Online uses the same encryption as leading financial institutions.
QuickBooks Online keeps your data backed up.
Log in anytime, anywhere.
We also provide QuickBooks Consulting and QuickBooks Training.
Discovery Bay
Antioch
Brentwood
Tracy
Livermore
Oakley
QuickBooks Consulting
QuickBooks Training
QuickBooks ProAdvisor
QuickBooks Online
Accounts Payable
Accounts Receivable
Financial Statements
Payroll Resources
Consultation
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