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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.

Bookkeeping FAQ

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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Customer reviews

What People Say About Our Bookkeeping Services

My OC Bookkeeper
5.0
Based on 18 reviews
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Anthony RodzewichAnthony Rodzewich
22:52 15 Jun 24
We use Byran and his Team for Bookeeping and Payroll services for our Pool Business. Not only is Bryan so very kind and professional but is also diligent, experienced and knowledgeable in his craft. He is so very patient with answering any questions that we have and has never steered us in the wrong direction. Our books are kept clean and accurate so much so that our CPA mentioned how amazing of a Bookeeper we have during tax season. Due to the books being kept up on, clean and accurate it made our CPA's job easy! We are so very grateful for Bryan and his team. Our business would not be as successful as it is without him and his team! Thank you Bryan for all of your hard work and support!
David BerumenDavid Berumen
21:40 08 Jun 24
Bryan has been a great help! He's always available when he's needed, he has made our bookkeeping process very seamless. Thank you!!
Charleen ThompsonCharleen Thompson
04:42 25 May 24
Hands down the best bookkeeping firm in Orange County. Thank you so much for the help!
Bruce StanderBruce Stander
20:01 22 Mar 24
Bryan is amazing! Prompt, Efficient and Accurate bookkeeping service that helped solve many challenges. Even talking to our clients to resolve AR & AP questions. Highly recommended!
MattMatt
20:51 26 Feb 24
Bryan was terrific. He is quick to respond, professional, likeable and affordable. We will keep his contact information handy if we need additional assistance. I recommend Bryan highly to anyone needing bookkeeping assistance!Global Financial Data
M ChandlerM Chandler
00:19 19 Feb 24
I am thankful I found My OC bookkeeper! Wow Bryan was wonderful from the moment he answered my call, we were in need of getting my husband's probate monthly expenses in order, 2 years worth, and oh boy Bryan was so helpful, detailed and so patient with me, he went up and beyond trying to help me understand how to navigate the fancy excel sheet he created for us to submit to the court. Without hesitation I definitely recommend Bryan he did a phenomenal job, he is also very responsive!!! Thank you Bryan.
K BK B
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.
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