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.

What Southern California Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for Southern California families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like...

The latest on when Southern California taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Yesterday, we learned some news, and I thought I'd send you a short note for you to hear this (it is a welcome change).Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and...

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...

The 10 Rights for Every Southern California Taxpayer

When the IRS is breathing down your neck, it may feel like you have no choice but to just roll over and take whatever they dish out. This is something we’ve heard from Southern California taxpayers over the years.But here’s the thing… You actually have an extensive...

Should Southern California Parents Take The Child Tax Credit Payments?

The federal government is handing out a lot of money to Southern California individuals lately. Remember those stimulus payments that started showing up in your bank account last year? There’s more en route...Now comes the federal advance payments of the Child Tax...

How the IRS Adds Insult to Injury for Southern California Taxpayers & How to Get Penalty Relief

Every year, the IRS charges tax debtors a boat load of penalties.Just how much? If you’re in Southern California and you owe taxes, you should definitely take a look...To put this in perspective, the IRS budget for 2021 is about $12 billion. That means the entirety of...

David Barnes on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

David Barnes’ 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me -- this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it's not about the goals ......

David Barnes’ Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure.Fall has a way of running along faster than we realize.It's kind of like our financial picture: things can change REAL fast, and before you...

The Important Details of Mortgage Forbearance For Southern California Taxpayers

Here we are, just out of perhaps the oddest Memorial Day weekend in memory.The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter...

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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