Bookkeeping
Bookkeeping Services
Regardless of your industry, bookkeeping is crucial to your business’s success. Proper bookkeeping effects nearly every aspect of a company, from managing cash flows, to financial reporting, to paying taxes, to curating the data used to make strategic decisions. Without a strong foundation in bookkeeping you are flying your business blind – the implications of which can prove disastrous.
At My OC Bookkeeper we provide a wide range of bookkeeping services tailored specifically to the unique needs of each of our clients. We work with large and small companies across industries with diverse needs. In some cases, a couple of hours of work each month will do, in others daily assistance may be needed; in some cases, just reconciling the books is enough, in others we function as a full-fledged finance department. Regardless of the details of the arrangement, we provide accurate, timely, and well-organized books that will enable your business to thrive.
We work with companies throughout Orange County – from Irvine to Mission Viejo and Laguna Beach – and our typical bookkeeping services include: Monthly Bookkeeping, Accounts Payable & Receivable, Payroll, Accounting Software Setup and Training (QuickBooks, Sage, and Xero), and Cleaning Up Old Books. Read on to learn more.
Monthly Bookkeeping
Managing businesses monthly bookkeeping needs is our bread and butter. We handle the reconciliations and transaction categorizations so that your data will remain accurate and up to date. Having updated financial information enables you to do everything from paying taxes on time (and without penalties), to reviewing financial statements (the balance sheet, income statement, and statement of cash flows), to being able to find out which vendors you have paid or which customers have paid you. Without accurate financial records your are flying blind. Don’t fly blind, it’s not a good idea. Let us handle your monthly bookkeeping needs so you can handle everything else.
Cleaning Up Old Books
Have you been really busy and fallen behind on your books? Or, perhaps you’re not confident in the work your previous bookkeeper did? Or maybe you’ve lost all of your data and need to create your books from complete scratch. Whatever the case is, we are here to help. Cleaning up old books is one of our specialties. We can come in and create order out of chaos. We’ll get all of your bookkeeping data into your software and enable you to analyze your financials, pay taxes, or do whatever it is that you need to do. Don’t fall even further behind, reach out to us today!
Accounts Payable & Receivable
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 soup to nuts. (Want to learn a bit more? Check out our introduction to accounts payable and introduction to accounts receivable.)
QuickBooks, Sage, & Xero
Accounting software (also known as bookkeeping software) is used to manage your bookkeeping data and create useful financial reports. Modern software is far more efficient than maintaining books using Excel or a pen and giant book. (We really hope you don’t still do the latter.) QuickBooks, Sage, and Xero are the most popular types of accounting software on the market, and we are experts in all three. We can help you with your initial setup, provide training, or manage your day to day using the software. So, if you need help with QuickBooks, Sage, or Xero , give us a call! (For some quick tips check out our post on the 5 best apps for QBO.)
Payroll
Managing payroll involves interfacing with your payroll provider to ensure your employees get paid the proper amounts at the proper times, that both the employer and employee tax obligations are met, and that the data is properly entered into your accounting software. Whether you use ADP, Gusto, PayChex, Intuit, or any other provider, we can manage this for you in an efficient, effective, and timely manner. Needless to say, getting payroll done properly is an important part of any business. We’ll help you make sure it’s done right.
We provide a wide range of bookkeeping services for Orange County businesses, tailored to each client’s needs. Our typical services include monthly bookkeeping, cleaning up old books, accounts payable and receivable, payroll support, and accounting software setup and training for QuickBooks, Sage, and Xero. Whether you need just a few hours of help each month or more hands-on support, we work to keep your books accurate, timely, and well organized.
Yes. Cleaning up old books is one of our specialties. If you have fallen behind, are unsure about the work a previous bookkeeper completed, or even need to rebuild your records from scratch, we can help bring order to the situation. Our goal is to get your bookkeeping data organized in your software so you can review your financials, handle taxes, and move forward with confidence.
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.
Yes. We can help manage both accounts payable and accounts receivable. That includes recording and managing vendor bills, tracking customer invoices, and helping make sure bills are paid on time and receivables are collected on time. Depending on your needs, we can either record the activity for your team to process or manage the entire process from start to finish.
Yes. We are experienced with QuickBooks, Sage, and Xero and can help with initial setup, training, or day-to-day management in the software. If you are starting fresh, changing systems, or just want help using your accounting software more effectively, we can support you in the platform that fits your business.
Yes. We provide payroll support as part of our bookkeeping services. That includes working with your payroll provider to help make sure employees are paid properly and on time, employer and employee tax obligations are handled, and payroll data is entered correctly into your accounting software. The page notes they can work with providers such as ADP, Gusto, Paychex, and Intuit.
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Customer reviews
What People Say About Our Bookkeeping Services
What really sets him apart is how much he invests in making sure we’re set up for success. He’s patient, incredibly detail-oriented, and always available when we need him. We can feel how much he cares about his clients, and that kind of dedication is rare to find.
If you’re looking for someone who not only understands bookkeeping at the highest level but also brings insight, guidance, and genuine care—Bryan is your guy. Honestly, he’s been more helpful to us than any accountant we’ve ever worked with. Couldn’t recommend MyOCBookkeeper more highly!
I highly recommend, you will not be disappointed.
I'll definitely recommend his service.
Global Financial Data
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.
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