We are a mobile bookkeeping service who will work in your office or ours. We specialize in serving individuals and small businesses.  Located in Templeton we cover all of San Luis Obispo County.

We follow generally accepted accounting principles, as well as local and federal tax guidelines. We understand the issues facing sole proprietors, LLC’s and small corporations.

We provide a wide range of bookkeeping services. We answer start-up questions, provide routine accounting, handle sales tax returns and prepare financial reports.  In short, we handle tasks, support managers and keep financial information timely.  Here is a sample of what we can do for you:

  • bookkeepingQuickBooks
  • post receipts and expenses
  • reconcile bank balances
  • prepare sales taxes
  • pay bills
  • separate co-mingled transactions
  • clean-up and catch-up
  • payroll
  • prepare budgets and projections
  • prep for tax work
  • advise on cash flow