Financial Resources

Make sure you choose the location you would like to schedule the appointment.


I haven’t filed taxes in several years. Can you help?

Absolutely. That’s one of our specialties. We prepare both Individual and Business Tax Returns and we would love to have you as a client. The first step is to get all the vital information pulled together and verified. Then we assemble the information and prepare your taxes. We’ve helped a lot of clients in exactly this situation.

I would like to outsource my bookkeeping, but I don’t want to lose control. How can you help me?

We always make sure you are “in the loop.” We send reports to you on a regular basis. We contact you immediately if we have questions or if we spot something we think you should know. If you have questions or if your requirements change, we give you prompt attention. We can even provide you with a login so you can check on your books any time you like. We never lose sight of the fact that, although we are the caretakers, they are your books.

My business and finances would be easier to manage if I had custom reports. Can you help me with that?

Absolutely. Let us know your requirements and we can set up exactly what you need.

If I turn my bookkeeping over to you, how do we get started?

Because no two businesses have exactly the same bookkeeping requirements, we take an individual approach to each of our clients. First we’ll do a detailed interview to learn about your business and your bookkeeping and financial reporting needs. As part of that, we’ll find out any special requirements your accountant has, so that we can be sure they are accommodated. We’ll use this information to tailor a bookkeeping plan to your exact needs. When you sign off on the plan, we begin.

What about confidentiality?

Your company’s financials are a private matter and are treated with the utmost care. We insist on the highest standards of professionalism from our staff. Our existing clients appreciate that. As a result, a high degree of trust has developed in our relationships. We strive to develop a similar relationship with you.

Still Have Questions?

Don’t hesitate to reach out to us anytime


1234 Divi St. #1000
San Francisco, CA 94220