Get Started

Get Started

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Contact us

Send us an email, call us at 805-585-3800, or submit a request and we will get back to you as soon as we can.

Submit a request

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Complete an Initial Interview

We will have some questions for you. You might think they are a lot of questions. But we want to make sure we are a good fit for you – and we would rather figure that out as soon as possible.

Some of the questions we might ask are:

  • What accounting system do you currently use (if any)?
  • How many employees do you have?
  • How many bank accounts do you have?
  • What are your long-term goals for the business?

This interview will not only allow us to get to know each other, it will also provide us with the information we need to offer up a few different service options. All of our services are priced in advance, so you will never be surprised by a bill.

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Get Started

Once the On-Boarding process is complete, you will receive detailed instructions about the next steps and/or items needed from you. You tell us what method of communication works best for you and we will get started right away.

BLOGS

Can I Take A Home Office Deduction?
So you’ve started your own business (hooray!) and want to know what deductions you are able to take.  One of the most common questions relates to the home office deduction – Can I take it? Should I take it?  In order to take the home office deduction, 1) the space must be used exclusively for
How Long Should I Keep My Business Documents?
3 Years  Prospective employee job applications (even if they weren’t hired) Employee hiring records Employee FMLA records and all documentation including dates and number of leave hours taken Former employee I-9 forms (from the date of termination) 4 Years Employment tax records including timesheets, wages and tips, retirement payments, disability/sick benefits, and any additional deductions/payments

Request a Consultation

Book your free no-obligation consultation and find out how we can help your business!