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Servicing Clients with QuickBooks Online, QuickBooks Desktop Pro (Windows), QuickBooks Enterprise, QuickBooks Premier, Xero, & Sage Business Cloud Accounting.

  • Monthly Transaction Entry

  • Monthly Account Reconciliation

  • Monthly Financial Reports

  • Chart of Accounts Management

  • Custom Financial Reports

  • Invoicing Services

  • Financial Analysis

  • Budget Planning

  • Inventory Adjustments

  • Accountable Plans

  • QuickBooks Set-Up

  • QuickBooks Payroll Set-Up 

  • Xero Set-UP

  • Sage Cloud Accounting Set-Up 

  • Bookkeeping Clean-Up

  • Proactive Tax Planning

  • Catch-Up Bookkeeping 

  • Job Costing

  • Issue 1099 & W-2 Forms

  • Consulting Services

Bookkeeping Services in Orange County CA

Stephanie Peterson, Owner

Please Note: Monthly accounting/bookkeeping services only include transaction classification, account reconciliation, and basic financial reports. All other services are à la carte services and are charged separately.  Additionally, payroll management services are not offered.  

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Energetic accountant, located within the Murrieta and Temecula Valley. Specializing in small business accounting, bookkeeping, QuickBooks setup, Sage Cloud Accounting setup, bookkeeping clean-up, financial analysis, proactive tax planning, and tax preparation services for service-based businesses. I employ superior communication skills, professionalism, mathematical accuracy, and GAAP knowledge.

 

I possess a degree in accounting and over 20 years of experience to provide the highest quality of professional services to my clients. My diverse experience includes working in and for the real estate, entertainment, chemical, medical device, telehealth, automotive, consulting, travel, construction, e-commerce, research, and service industries.
 

Registered Tax Preparer with the CTEC - A318310
California Real Estate Sales Agent - CALDRE# 02002991 

4 Major Benefits of Outsourcing Your Business's Accounting

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The Significance of Bookkeeping and the Risk of Not Doing It

 
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