What We Offer

Our Services

Nuestros Servicios

From bookkeeping to notary to full construction project admin — we offer the professional support your small business needs to stay organized, compliant, and growing.

Bookkeeping QuickBooks Setup & Training Payroll Processing Notary Services Professional Invoices & Estimates Business Licensing Guidance Commercial Insurance Guidance Construction Project Admin

Bookkeeping

Contabilidad

Full-cycle bookkeeping to keep your finances organized, accurate, and ready for tax season.

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What's included

Monthly bank and credit card reconciliations
Expense categorization and tracking
Accounts payable and receivable management
Monthly and quarterly financial reports (P&L, balance sheet)
Year-end books cleanup and tax-ready financials

We do not provide CPA or tax filing services, but we work closely with your CPA to ensure your books are always ready.

QuickBooks Setup & Training

Configuración y Capacitación en QuickBooks

Get set up on QuickBooks the right way — and learn to manage your own books with confidence.

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What's included

New company file setup and chart of accounts configuration
Data migration from spreadsheets or prior software
Vendor, customer, and product/service list setup
One-on-one training sessions (in person or virtual)
Ongoing support and troubleshooting

Available for QuickBooks Online and QuickBooks Desktop.

Payroll Processing

Procesamiento de Nómina

Accurate, on-time payroll for your team — so you can focus on running your business.

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What's included

Weekly, bi-weekly, or semi-monthly payroll runs
Payroll tax calculations and deductions
Direct deposit setup and management
Payroll reports and employee pay stubs
Year-end W-2 and 1099 preparation support

We coordinate with your payroll provider or process directly through QuickBooks Payroll.

Notary Services

Servicios de Notaría

Certified notary public services for business and personal documents throughout Orange County.

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What's included

Business contracts and agreements
Loan documents and real estate paperwork
Power of attorney and legal affidavits
Personal documents (wills, trusts, consent forms)
Mobile notary available — we come to you

Appointments available in Anaheim and throughout Orange County. Bilingual notary services in English and Spanish.

Professional Invoices & Estimates

Facturas y Presupuestos Profesionales

Polished, professional invoices and estimates that reflect the quality of your work and help you get paid faster.

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What's included

Custom invoice templates branded to your business
Detailed project estimates and proposals
Change order documentation
Invoice tracking and follow-up support
Integration with QuickBooks for seamless recordkeeping

Especially valuable for contractors and trades businesses who need formal documentation for every job.

Business Licensing Guidance

Orientación para Licencias Comerciales

Navigating business licenses and renewals doesn't have to be confusing. We guide you through every step.

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What's included

New business license applications (city and county)
Annual license renewals and compliance reminders
Contractor license application support (CSLB)
DBA (Doing Business As) filing guidance
Business entity registration support (LLC, sole prop)

We provide guidance and administrative support — not legal advice. We recommend consulting an attorney for complex entity questions.

Commercial Insurance Guidance

Orientación en Seguros Comerciales

Understand your insurance options and requirements so your business and projects are properly protected.

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What's included

General liability insurance requirements and options
Workers' compensation guidance for contractors
Certificate of insurance (COI) management
Subcontractor insurance verification
Connecting you with licensed insurance brokers in Orange County

We help you understand what you need and connect you with the right professionals — we are not a licensed insurance broker.

Construction Project Admin

Administración de Proyectos de Construcción

Complete administrative support for general contractors — from project startup to closeout.

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What's included

Project documentation setup and organization
Subcontractor agreements and compliance tracking
Lien waivers and preliminary notice management
Job cost tracking and budget reporting
Permit application support and coordination
Project closeout documentation

Built on 20+ years of accounting experience and a background working directly with project engineering in the construction trades.

Not sure which services you need?

¿No está seguro de qué servicios necesita?

Schedule a free consultation and we'll walk through your business needs together — in English or Spanish.

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