accounting and Bookkeeping services in carlsbad
Strategic, Actionable Plans. Flexible Solutions.
You’ve got a business to grow. Whether you’re a start-up, or have been in business for decades, our team will meet you where you are today, and we’ll help you get to where you want to be tomorrow.
Through our 30+ years of combined experience, we have helped companies of various sizes and dynamics overcome their challenges, make the most of their opportunities and improve their business performance. Our personable and pragmatic team can become your team – listening, learning, advising, and acting on that advice.
We look forward to doing the same for you.
BOOKKEEPING
Bookkeeping doesn’t need to be overwhelming. It’s time to breathe easy.
Hiring an outsourced bookkeeping service such as ours, with controller oversight and a full-service offering, empowers you to focus on, manage and scale your business.
We have a passion for helping business owners grow the value of their companies and improve their profitability over the longterm, and we really love bookkeeping…so you don’t have to!
Learn more about our bookkeeping services here.
FRACTIONAL CFO SERVICES
Jason Hope is a strategic, senior executive who will challenge your thinking, introduce new ideas and bring a fresh perspective to your company’s finances.
He takes a long-term view of the businesses he helps, and brings a clear understanding of the level of profitability of each of their products/services and market segments.
His clients range from start-ups to larger corporations in a wide variety of industries.
Learn more about our fractional CFO services here.
PRO FORMA
Combine the dynamic power of expert accounting with the innovation of informed financial forecasting and add an Excel twist. That’s our take on Pro Forma, and it’s our blueprint to calculate the life and strength of your company over the next five to ten years.
For investors, it’s a way for them to see how they will get their investment back. For the startup, it’s a lifeline to help them see the variables that will determine their growth and give them a clear path forward to achieve that growth.
It can make the difference between just having a great idea, and actually getting it off the ground.
Learn more about our Pro Forma services here.
PPP FORGIVENESS
If your business received a PPP loan, we can set your mind at ease and assist you with navigating the forgiveness process. We have done a great many of these for a variety of clients in a wide range of industries.
Acting in accordance with the American Institute of Certified Public Accountants (AICPA) guidelines, we will ensure proper governance and can offer you and your investors peace of mind and a real sense of security over the process. You can have confidence that the complex PPP forgiveness calculations have been done correctly, and with the right methods, for your particular needs.
Learn more about our PPP forgiveness services here.
EMPLOYEE RETENTION CREDIT
The Employee Retention Credit (ERC) is a fully refundable tax credit created in 2020 by the CARES Act to support businesses affected by the COVID-19 pandemic. This is not a loan and does not need to be paid back. The credit is worth up to $33,000 per employee.
We have helped dozens of clients obtain over $29,000,000 in employee retention credits. We can easily assist you with navigating the process and we will set your mind at ease.
Our consultation is free of charge, and we will determine: (1) whether you qualify, (2) approximately how much you qualify for, and (3) what we would charge to complete your application. If you choose to proceed, we will charge what we quoted. No surprises.
Learn more about our Employee Retention Credit services here.
