CPA Firms in Aliso Viejo, CA

I have 15 years of experience in accounting, including accounts payable, receivable, reconciliation, financial reporting, budgeting, and payroll. I also have 2 years experience in tax preparation for personal and small businesses. I am incredibly detail oriented, and I don't believe in gatekeeping. If you want to learn basic accounting to be more knowledgable with your business, I'm happy to help.

WE ARE NOT CPA's - We are AWESOME bookkeepers and tax preparation experts! With that disclaimer out of the way, please let us introduce ourselves! We're Steve and Chanelle, and we're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive. What We Do: 📚 Monthly and/or quarterly bookkeeping 📊 Individual and small business tax preparation and filings 🧹 Catch-up/clean-up work (Yes, we actually enjoy it!) 🔧 QuickBooks set up 📝 General ledger 💸 Payroll processing 💯 100% outsourced bookkeeping 📑 Accounts payable (entry, bill paying) 📥 Accounts receivable (entry, invoicing, deposits, collection) 🔄 Bank reconciliations 📦 Inventory management We also believe in keeping things simple and clear. That's why we provide customized, easy-to-understand financial reports every month. You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs. But here's what truly matters: Beyond the numbers and spreadsheets, we're just good people. We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity. We're here to add value and build trust, one conversation, one action, one follow-through at a time. So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can. We're genuinely looking forward to connecting with you, Steve and Chanelle

I'm a finance professional with over 10 years of experience in accounting and financial management, working across industries such as software development, IT, marketing, logistics, and healthcare. I hold an MBA in Finance and Investments and a Bachelor's in Accounting and Economics. I help businesses enhance financial health by delivering valuable insights, detailed performance analysis, ano strategic guidance. I also support companies in modernizing financial systems by implementing automation, streamlining processes, and adopting digital financial tools.

With over 20 years of accounting experience and a deep understanding of financial processes, I can ensure your books are accurate and up to date, enabling you to make business decisions with confidence. I provide financial services, such as bookkeeping and accounting, payroll, sales tax reporting and income tax preparation. More specifically, I provide budgeting and forecasting models to help you plan for growth, achieve your financial goals and anticipate future challenges. With job/process costing, I can track specific costs and resources according to your operations or service-based business. I hold a degree is Business Administration with an emphasis in Accounting & Finance, am Payroll Certified with experience using ADP, Paychex, DayForce, QuickBooks, Rippling and Gusto and I am well versed with QuickBooks Desktop & Online, several ERP systems and Creative Solutions Accounting Software. I am confident that my personalized services will be useful to you and your organization and will be a foundation for your business success.