Customized services to fit your needs

Beneficial Bookkeeping's services are customized to fit the specific needs of each client and we can do as much or as little as you need us to. You can still manage the day to day tasks and we'll handle the monthly reporting and balancing. Or, we can handle all of it.

We can process your payroll - live and after-the-fact. We can enter your daily transactions, reconcile your books, and provide you with monthly financial statements to keep your small business in compliance with various government requirements and private regulations.

We consider ourselves an essential small business partner who can quickly organize and streamline your business accounting and get you on the right track with any of our professional and individualized services:

Bookkeeping Services

PERIODIC QB REVIEW & CLOSING

If you enjoy doing the day to day and like keeping an eye on things but not sure you are “doing it right”. We can complement your work by providing a periodic review of your QuickBooks file and complete the accounting cycle for you.

 

FULL SERVICE

You love having your own business. but, hate all the paperwork. At Beneficial Bookkeeping we love bookkeeping so you don’t have to. We will come along side you and take all those lose pieces of paper and statements then return to you accurate financial statements, payroll or sales tax returns in a timely manner.

Implementation, Training
& Data File Analysis

IMPLEMENTATION

So you bought QuickBooks but you don’t know how it works. Let us set up your QuickBooks in a way that will provide you with the reports you need and make the most sense to you. After all, the real purpose of financial statements and management reports is to help you run your business and increase profitability not just meet government compliance requirements.

 

TRAINING

Have you been using QuickBooks for a while, or hired a new staff member who is not familiar with QuickBooks? Let us work with you and show you how to navigate the software to accomplish the needed tasks for your specific business.

 

DATA FILE ANALYSIS

Is your software not working quite like it used to? Let us take a look at your QuickBooks and provide you with a summary of issues and recommendations for taking corrective action or we can take the corrective action for you.

Third Party Add on’s

Already have QuickBooks but it’s not quite living up to your expectations? Chances are “there’s an app for that”. Let us help you navigate the sea of thousands of apps that sync with QuickBooks and find the one that is right for you.

 

Testimonials


  • "Tina has been helping me with QuickBooks for over three years. We have not had any problems or penalties in all that time. She is always there to answer my questions. I have referred her to many friends and business associates and they are also very pleased with her services."

Mike Concannon, Huntington Beach, CA

 

 

  • "As a business owner, there's peace of mind knowing the people you hire are doing what you expect of them. Beneficial Bookkeeping does exactly that, and knowing the accounting part of my business is taken care of allows me to concentrate my efforts elsewhere. Thank you Tina for all your support and I look forward to a long lasting relationship with your company. ."

Ray Olivas, Valencia, CA