For Small Businesses

Small Business Services

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What our Clients are saying

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Career Planning Advice From A Southern California Business Owner

Like me, you've probably heard: "Do what you love, and the money will follow!"Hogwash.Personally, I love lying on the beach, but unless I start looking like a supermodel, there's not much chance of me getting paid for it.What we do get paid for is working like expert...

How Southern California Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

Helping Southern California Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Southern California ... the other...

Buying a House in Southern California During this Housing Shortage

Buying a house in Southern California right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the...

All People Are Tax People by David Barnes

... except, well ... when they aren't. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or ... I could go on, but you get the point.The Super Bowl is behind us (congrats...

David Barnes’ Three Building Blocks To Healthy Personal Finances

It's understandable if things might feel a little bit ... shaky right now for you. If you pay attention to the media, you are seeing trade wars with China, uncertain stock markets, apocalyptic elections rumbling in the future, even the Apple juggernaut is seeing its...

Big Earned Income Tax Credit Changes for all Southern California Filers in 2021

I have to apologize to all of my Southern California clients for the sheer volume of tax-centric writing I've been doing the last few weeks and months.Normally, I like to write on other topics (in addition to the tax-related stuff) ... but I cannot emphasize enough...

IRS Audits Planned To Increase 50% In 2021 by David Barnes

So, this is flying under the radar in the ending of 2020 ... an IRS official just publicly stated that they are massively ramping up audits next year.It was at an event for the AICPA (American Institute of Certified Professional Accounts), and it happened Tuesday:“The...

Tax-Smart Ways to Run a Savvy Southern California Side Hustle

I'm so old, I still remember the days when "hashtags" were only about a particular button on your phone.Yep, the world has shifted massively underfoot. You know it; we all know it.And one of the developments we've all seen is the proliferation of news feed gurus,...

Financial Mindset Management for Our Southern California Tax Clients

Based on the history of events over the course of the last few decades (both here in Southern California and beyond), you might have thought that world events would have slowed down in the last week -- that there could begin to be some sense of normality.But no. This...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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