Accounting & Money Skills
Good accounting is fundamental to your success.
If your business finances are not up-to-date or well-organized, you can’t make smart business decisions or reach your goals. Only solid accounting provides that compass.
We offer a range of accounting services:
- Simply setting up systems (filing, record-keeping, organizing, QuickBooks, etc.) to do it yourself
- Monthly full-service bookkeeping
- Quarterly oversight and consulting
- Tax returns: income tax, sales tax, property tax, payroll taxes
We help clients get organized by setting up a customized filing system so it is easy for them to access their financial data to make decisions.
Good accounting doesn’t stop at the end of the month. We have expanded our business recently from our core of accounting services to offer more in-depth analysis of your business.
We are successful business owners, not just bean-counters; we understand your entire business and offer training and advising with that big picture of business ownership in mind.
The activities that bring in the most money often are not the most profitable. One client, an event planner, followed our instructions and discovered that her biggest activity only earned about $16 per hour and ate up a lot of her time. But, a smaller activity earned about $60 per hour. With this new information, she was easily able to be more profitable.
Business Owner’s Money Skills Course:
- Cut through the clutter and get organized
- Should I buy accounting software and do it myself?
- Strengthen your personal credit and build business credit
- When to spend and when it’s a waste
- Getting paid what you’re worth
- Get paid NOW: Realities of extending credit
- Find your profit hot spots
- Strategies for lowering your tax bill
- Learn about velocity of money: Increasing your money’s momentum so success happens sooner.
Classes will be held once a week, approx. 3 hours for 3 weeks. Includes lecture, handouts, resources, customized review of work in progress and networking with fellow business owners. Call us: (858) 610-2094 for details and to register.
Just cutting costs won’t cut it, you need to get more sales, too. So we also offer sales training and business development coaching. See our upcoming training.


