Get Back to Business WIth
Outsourced
Accounting Services

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Advisory

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Accounting

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Payroll

Advisory
Your Trusted
Financial Lifeguard

Advisory is a word that can mean different things to different accounting firms. We serve our clients by focusing on the following:

  1. Financial Advice
    We specialize in optimizing your firm's profitability. Our services encompass a comprehensive review of expenses, accounts receivable, cash flow, as well as key performance indicators (KPIs) and benchmarks. We address any financial queries or concerns you may have and provide strategic guidance in all monetary matters.
  2. Coaching
    We offer coaching services to provide the accountability you need to achieve your business goals. Often, the barrier to your firm's growth is your lack of a trusted guide to assist in implementing actions that you already know are necessary.
  3. Compliance
    As a business owner, you're probably more comfortable with risk than the average person, but it's good to have someone who will show/teach you what you need to know about trust accounts, IRS, and payroll compliance to mitigate and avoid unnecessary risks.

Accounting & Payroll
Your Back Office Team

We take care of the bookkeeping and accounting work and keep you on top of your finances.

Stop trying to do it all internally and wondering if it’s correct, and start freeing up your time with outsourced accounting.

 

Services Include:

  • Bank & credit card transactions recorded
  • Accounts Receivable & Payable
  • Account reconciliations
  • Automate bill pay
  • Payroll processing & management
  • IOLTA trust accounting & reconciliations
  • Monthly Reports
  • 1099 Submissions
  • Tax coordination with your tax CPA/EA

Add-Ons

Established businesses require advanced accounting services which we scope and provide on a case-by-case basis. We can provide the necessary oversight and control to your entire financial portfolio so that you can rest easy at night.

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Custom Financial Dashboards

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Profitability Analysis

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QuickBooks set-up & integrations

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Cashflow Management

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Monthly Advisory Meetings

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Compliance & Fraud Mitigation

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Dedicated Controller

Getting Started

There is a process for every new client...

 

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Discovery

We get to know you, your business, and your goals, and make a plan for how Beach Cities Accounting can help you reach them.

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Onboarding

We have you give us access to your accounts and get you set up on our systems. If needed, we will also do bookkeeping backwork and system conversions at this point.

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Ongoing Services

After onboarding we will establish a regular cadence of meetings for advisory/coaching, monthly bookkeeping, payroll processing, and financial and tax planning. 

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  • 1

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Discovery

We get to know you, your business, and your goals, and make a plan for how Beach Cities Accounting can help you reach them.

icon - discover
  • 2

shape - polygon

Onboarding

We have you give us access to your accounts and get you set up on our systems. If needed, we will also do bookkeeping back work and system conversions at this point.

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  • 3

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Ongoing Services

After onboarding will with establish a regular cadence of meetings for advisory/coaching, monthly bookkeeping, payroll processing, and financial and tax planning. 

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With Beach Cities Accounting,
YOU CAN FINALLY:

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Free
Up Your Time

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Safeguard Your
Assets

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Be Confident in Your
Financials

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rest assured your books are in good hands

We are a well-established web-based company whose accounting methods needed updating. Kathy accomplished everything with off-the-shelf solutions at reasonable implementation and ongoing costs and in a very timely manner. I would not hesitate to recommend Kathy’s business to anyone looking to upgrade their accounting processes.

Terry Hamilton, Home Exchange

We recently purchased a manufacturing and distribution company and needed help with our financial reports in QuickBooks. After careful analysis, Kathy confirmed our suspicion that we had overpaid for the business. She was instrumental in helping us successfully renegotiate a substantial reduction in the purchase price.

Mike and Olivia Roth, Max Industries

Stop wasting hours on your books

Start enjoying
your business again