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Accounting Services

Strong accounting is key for any enterprise, yet a surprising number of businesses have a poorly functioning accounting department that is ineffective, inefficient, and just too expensive. By outsourcing to a professional accounting company like My OC Bookkeeper you can improve the quality of your accounting capabilities and often save money at the same time. We are experts at what we do – let us help you.

At My OC Bookkeeper we provide a wide range of accounting services to businesses across industries. Each relationship is different, and we cater our services to your specific needs. In some cases basic help will do, in others you may need in depth reporting and financial analysis so you can make difficult strategic decisions. Whatever you may need, we are here to help you to create a lean, effective, and insightful accounting department that can be an asset rather than a liability.

We work with companies from all over Southern California whether they’re in Orange County, San Diego, Los Angeles, or Riverside. Our typical accounting services include: Financial & Management Reporting; Fixing Mistakes in Your Books; Monthly, Quarterly and Annual Reviews or Closes; Financial Analysis; and Family Accounting. Read on to learn more.

Financial Management & Reporting

Management and financial reporting involve creating reports that provide insights into either an entire business or a department within that business. They are usually done on a recurring schedule and often involve key performance indicators (KPIs) or other forms of financial data. Generally speaking, the goal is to provide management (or investors) with information that they can use to fuel their strategic decision making and/or better understand the innerworkings of the company. If you’re interested in creating reports that will provide you with actionable information on your company, let us know. Getting into the weeds and pulling out insights is something that we love.

Fixing Mistakes in Your Books

Are your books a mess? Disappointed with the work of your previous bookkeeper or accountant? That is something we hear all of the time. Mishandled books can cause confusion, stand in the way of strategic decision making, cause tax errors, and make your finance function slow and inefficient. We have seen it all when it comes to bookkeeping errors and can step in to fix mistakes so they don’t compound and get worse year after year. Don’t wait any longer, reach out to us today!

Monthly, Quarterly, Year End Close or Review

Accounts payable is the recording and management of bills sent to you by vendors, and accounts receivable is the recording and management of invoices you send to customers. Properly managing AP and AR ensures that you pay your bills on time and get paid on time. We can just record your bills and invoices and let you handle the payments, or we can manage the entire process start to finish. We can just do the AP and leave the AR to you, or just do the AR and leave the AP to you, whatever helps you the most.

Financial Analysis

Financial analysis entails scrutinizing the data resulting from day to day bookkeeping and accounting – often as expressed through financial statements – in order to better understand how a business is functioning. It often involves ratios such as the debt to equity ratio, ROI, days payable outstanding, or net profit ratio, and may be a component of the management reporting process. (See above.) There is nothing we like better than digging deep into the numbers to pull out insights. This is fun for us, so if you need some help with financial analysis, let us know.

Family Accounting

Family accounting is a broad concept that can mean different things for different families. Typical services include tracking and paying bills, managing and preparing budgets, aiding with strategic planning, assisting with tax preparation, creating family level financial statements, and general support with issues as they arise. When we help families with their accounting we treat their books as if they were are own. If you are interested in taking a good look at your personal finances, reach out to us and let’s get to work.

Frequently Asked Questions

An outsourced bookkeeper is a professional bookkeeping firm (or individual) that provides bookkeeping services to a company but is not considered a regular internal employee but rather they are an outside service provider. This is a practice that has been going on for many years and is quite common.

There are many reasons why hiring outside bookkeepers is so popular. For one, a lot of businesses don’t have enough work to motivate hiring internal staff. Rather than incurring the substantial costs associated with adding employees (either full or part time), they pass the work to an outside service provider, thereby saving both time and money.

Another reason is the simple fact that a lot of business owners don’t have expertise in the realm of bookkeeping and attempting to do the work internally is can be inefficient, ineffective, and risky.

Yet another reason are the unique benefits which outside firms can provide – they can increase or decrease their workload depending on your needs, they are experts in a wide variety of tasks (My OC Bookkeeper, for example, can do everything from basic bookkeeping to advanced financial modeling), and they are a longer term solution than employees who often leave for personal or professional reasons.

These are just a few reasons. If you want to know some more just reach out to us and let’s chat.

Not much. Outside bookkeepers, virtual bookkeepers and online bookkeepers all do the same thing: serve as outside service providers who manage the books for their clients. To refer to a bookkeeper as remote or online just serves to emphasize that they usually do not work in their client’s offices. At My OC Bookkeeper we consider ourselves all of these things, but in some cases do go into our client’s offices as needed.

Take a look at our resource center. We’ve got great blog postsvideosexplanations of common accounting terms and useful links to help you on your business journey. Accounting, bookkeeping, and all things related to the finance department are our passion, and we love teaching others.

Side note: is there something in particular that you would like to learn about but can’t find anything in our resources? Let us know and we’ll write about it.

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Customers reviews

What people say

My OC Bookkeeper
Based on 11 reviews
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01:11 04 Jan 23
Bryan at My OC Bookkeeper has been a tremendous help to the business. He is very thorough and incredibly helpful. He explains everything clearly and has excellent communication. Would highly recommend. Thank you Bryan!
Jessica BakerJessica Baker
15:19 13 Sep 22
Thank you so much for all that you do and continue to do! You saved me so much time on bookkeeping ...very helpful! Im greatful to have a sound mind to bounce ideas and thoughts off. Will circle back again around tax season or earlier of I need more consulting assistance. Im very pleased, wonderful work!
Alex LodatoAlex Lodato
15:04 16 Feb 22
Bryan and his team have truly been a lifesaver. As a small business owner, I try to keep my focus on my customers and providing them with top notch service. I felt overwhelmed by the task of keeping up with my books and started to fall behind. Bryan stepped in, did a brief consultation and developed a solid plan to get my books current quickly. This opened my eyes to the profit centers in my business and helped me develop the next phase for my business. Bryan is super easy to work with, very consultative in his approach, and has listened to my needs as a business owner. With him on my team, I know I can get my business into the next phase and my only regret was not calling him sooner!!
Angela GriffinAngela Griffin
04:28 16 Feb 22
Bryan is wonderful! I run a small company and have been trying to find my way around Quickbooks. Every year I seem to have more and more questions and my books were getting to be a mess. I called Bryan and he patiently talked me through each question I had and helped to straighten out all the things that were going wrong. I am so happy to be able to send organized books off to my CPA this year. Thank you, Bryan. You have been a lifesaver!
Marcus LaunMarcus Laun
21:57 28 Jan 22
Bryan has been extremely helpful with many many projects that I have entrusted to him. He has a great sense of the correct amount of complexity to apply to a project to generate the perfect outcome.I would highly recommend him for any financial analytics that you may require. I have used him to develop financial models, do basic and complicated bookkeeping and accounting projects, as well as craft complete business plans.