APPOINTMENT
Login Portal

Accounting
Done For You
and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

  • Bank reconciliation…
    • Identify lost checks, lost deposits, or unauthorized wire transfers.
    • Detect and prevent embezzlement of funds from within your business.
    • Track your business growth and manage your cash effectively.
    • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
  • Income statements…
    • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
    • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
    • Track increases in product sales or returns as a percentage of your sales.
    • Determine your current tax liability.
  • Balance sheets…
    • Gives you a snapshot of the financial health of your business at any given point of time.
    • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
    • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
  • General ledger management
    • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
  • Unlimited consultations

We can also customize our service to you by adding…

4 Year End Tax Strategies for East Los Angeles Businesses

Before I dive into some year end tax strategies East Los Angelesbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all). Essentially, 22 states (as...

Chris Gelfuso’s “Help Us to Remember” Holiday Prayer

It's Monday the 20th, as I put this together, and many of our East Los Angeles clients and friends are gearing up for a very different kind of holiday week. I'm very aware that while the holidays are a time of joy for many, they are just as often a time of pain for a...

How Your East Los Angeles Business Can Fight Inflation

Whether you like it or not, you’ve most likely found yourself in a fight against inflation. Somebody hikes prices on your supplier and suddenly your supplier has no choice but to increase the price on you. Then you have no choice but to raise the price on your...

Year-End Business Tax Strategy for East Los Angeles SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some East Los Angeles businesses are earning 30-50% (or more) of their yearly revenue in this one month. Others ... well, this is a normal month -- except of course for...

The Infrastructure Act and Your East Los Angeles Business

Blink, and we're already into December. Which also means… 2022 is right around the corner. Are you ready? The reason I put this so starkly is that you and I have less than 30 days left to make a tangible difference on your taxes (business or personal). For your...

Chris Gelfuso’s Thoughts on Being Thankful in Difficulty

“It was the best of times. It was the worst of times.” I think we can agree that Charles Dickens’s famous lines ring true when looking back at 2020 and 2021 (though “best” might seem like a stretch). With employees shifting their worlds to make room for new...

East Los Angeles Business Owners: Beware the Sales Tax Nexus

If your East Los Angeles business sells a lot online, then we’re coming into the most wonderful time of the year. And this year, your customers will probably shop your website (and elsewhere online) EARLY in order to bypass all those supply-chain snafus. Cha-ching for...

Uplevel Business Services’s Rundown of the 5 Basic Business Entity Types

The shape of your business affects your future and when I'm talking about the "shape," I of course am referring to your East Los Angeles business entity type. Did you know that you CAN change that after the fact? Depending on which entity you are switching to, the...

How East Los Angeles Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days? If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...

Employee Retention Strategies for Proactive East Los Angeles Bosses

Your employees are happy, right? They’re never going to leave you ... right? They’re not looking for another East Los Angeles job ... uh ... right? You know what the answers are: Maybe, wrong, and I sure hope not. Sooner or later, the advantage will swing back to you,...