Professional bookkeeping and accounting services
From daily ledger maintenance and bank reconciliations to specialized GAAP compliance and QuickBooks setups, Cheryl brings over 20 years of finance expertise to San Diego businesses and nonprofits. Available remote or in-house.
Tailored solutions for your books
Whether you need ongoing monthly oversight, a quick catch up and clean up, or a complete financial system setup, our solutions ensure accurate reporting, proper transaction alignment, and total compliance.
Daily bookkeeping
Chart of accounts setup, general ledger maintenance, accounts receivable, accounts payable, and rigorous bank and credit card reconciliations.
QuickBooks and setup
Seamless configuration for new or existing businesses within QuickBooks, tailored chart of accounts, and continuous support to keep your software working for you.
Clean up and reporting
Historical catch up and clean up services resulting in clean, accurate financial statements, balance sheets, and profit and loss reports you can trust.
Solving complex financial hurdles
Standard bookkeepers often overlook structural discrepancies. With advanced GAAP compliance and over two decades in finance, we resolve intricate transaction misalignments, non-standard revenue recognition, and multi-layered equity changes with precision.
Comprehensive support, remote or in-house
Our San Diego based practice offers flexible arrangements to suit your workflow. From maintaining day-to-day transaction records to delivering monthly management reports, you get dedicated financial support designed to give business owners and leadership teams total peace of mind.
Dedicated nonprofit accounting
Nonprofits require specialized attention. We provide deep expertise in grant tracking, monthly billing allocations, and strict GAAP adherence, helping your organization maintain transparency and protect donor confidence.
