Secure, Professional Accounting for Businesses & Individuals.
Specializing in restaurants, small businesses, and trusts. Secure client portal for document exchange. Reliable, friendly, and experienced.
Our Core Services
Professional, Reliable, and Friendly Accounting
Specializing in restaurant and small business accounting, including payroll, California entity incorporation, and handling workers’ compensation and general liability audits. We offer comprehensive business management from A to Z—so you can focus on enjoying ‘the sweet life.’
- Bookkeeping for Businesses & Restaurants
- Accurate, timely bookkeeping with special expertise for restaurants and small businesses. Get clear financials, simplified payroll, and peace of mind every month.
- Tax Preparation & Filing
- Comprehensive tax services for individuals, businesses, and trusts. We make sure your returns are accurate, maximized, and submitted on time—year after year.
- Secure Document Exchange
- Safely upload and download sensitive financial documents via our encrypted client portal. Your privacy and data security are our top priorities.
- Friendly Client Support
- Responsive, approachable help whenever you need it—whether you have a quick question or need in-depth guidance. We're here for you all year round.
Your Secure Client Portal
Easily upload, download, and exchange documents with complete confidentiality. Access your files anytime, anywhere.
- Bank-level security for all document transfers
- Confidential uploads & downloads anytime, anywhere
- Easy-to-use portal designed for individuals, businesses & nonprofits
Frequently Asked Questions
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You can securely log in or register for the client portal using the link at the top of this website. Once inside, you’ll be able to upload or download documents, send messages, and manage your information—all with robust encryption for your protection.
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Yes. Your privacy and security are our top priorities. All documents and communications are protected with bank-level encryption, and our client portal is designed to meet strict industry standards for confidentiality.
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We provide tax preparation, small business bookkeeping (including for restaurants), payroll, tax planning, and consulting. We also serve business entities, trusts, and nonprofits with a full suite of accounting services. For more details, see our Services section.
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Getting started is easy—just reach out through our contact form, give us a call, or register for the secure client portal. We’ll guide you through the next steps and ensure you have everything you need to begin working with us.