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.

Four Keys to Achieving Financial Freedom by David Barnes

Four Keys to Achieving Financial Freedom by David Barnes "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

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,...

David Barnes’s Take On The IRS Criminal Investigations Unit’s Annual Report

One of my favorite pieces of reading every year is the IRS Criminal Investigations unit's annual report.Yes, I'm a nerd.Here's the link in case you are a similarly inclined Southern California taxpayer(although I seriously doubt that).Oh, and yes, the IRS has their...

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...

Nine Crucial Questions To Prepare Southern California Taxpayers For Their 2020 Taxes

First some important reminders for all Southern California taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY...

How Southern California Taxpayers Can Support The Alabama Disaster Relief Effort

The college hoops brackets are set, and the madness begins. And, per the American Gaming Association, 47 million of us will be wagering $8.5 BILLION on this event.Which, of course, means that my mind immediately goes here.You see, we've already been knee-deep in our...

How To Handle Your Southern California Company’s 2019 Payroll Taxes

The end of the year is nigh.Which, of course, also carries with it a bunch of tax matters.And, well ... it's no secret that for many people who get in hot water with the IRS, a very common reason is payroll taxes.For many, they aren't filing properly, "assuming" that...

A Note on the Coronavirus for Southern California Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...

Back Taxes, The Stimulus Checks and the EIDL For Southern California Taxpayers

The short answer is: not really.There are some caveats.Before I get into all of that, though, a word...This pandemic represents an opportunity for you.Whatever it is that caused your initial problems with the IRS and other taxation authorities ... our cultural moment...

David Barnes’ Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it's looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by...

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!