We are a Service Business! Remember, We owe our clients our very best efforts! That includes: Reports On Time! - All the Time! Accuracy! Training! Privacy!

Training! - If our clients knew how to be bookkeepers or accountants, they wouldn't need us. Training them to be more effective in their day-to-day activities will help them be better organized and will pay off in the quality of the information we receive from them. Training can include (1)how to code checks or credit card payments, (2) how to use Quickbooks or other systems, (3)how to read, understand, and/or act on the financial statements, bank reconciliation's and other information we send them, and (4) how or when to send their information to us. Some clients will accept and benefit from this training - some may never learn - But we will keep on training all of them anyway. That's what we do!

Privacy! - we deal with confidential information on a daily basis. We respect the need for that confidentiality and we don't disclose any of this information to anyone without prior consent, unless that disclosure is required by law.

Useful Links

California Taxes

• Welcome to the State of California

• California State Board of Equalization

• Franchise Tax Board Homepage

• Electronic Services Login - Board of Equalization

• Employment Development Department Home Page

• California City and County Sales and Use Tax Rates - Board of Equalization

• Division of Labor Standards Enforcement

Other Sites

• Department of Labor

• Compare Bank Rates

• Internal Revenue Service

• Check on Your Refund

• Tips for Seniors in Preparing their Taxes

• Frequently Asked Tax Questions and Answers

• The Official Website of the U.S. Social Security Administration

• Immigration Direct

Our Business Philosophy We are a Service Business! Each day our Small Business Owner clients make dozens of management decisions. Most of those decisions have some sort of an Economic Consequence- in other words, they are going to have more or less money either come into or go out of their business due to each of those decisions. Our job is to "keep score"; to help the client (1) understand the consequences of their management decisions and (2) learn to manage their business more effectively and more profitably. While we may prepare bank reconciliation's, payroll checks, tax filings, financial reports or other printed information for our clients, those are not our primary services or products. The primary product we provide to our clients is information about their business - not the paper we send to them.

 

We believe in working as a team and helping each member of our team get their work done. But we each must take ownership and responsibility for the completion of our own client work. If we each do our work right, we will all be rewarded by long-standing and profitable client relationships that benefit our firm and each of us personally.