CPA Firms in Pasadena, 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.

I take the time to show clients what I am doing, how I arrived at the figures I came up with and get buy-in. Yes, I am a tax expert but I also want the client to be comfortable with the approach I have taken with their finances. The most important thing I like about preparing taxes is the interaction with people I have known for many years. I catch up with what is going on with their families. I have several clients whose children I watched grow up to adulthood and I help them with college ideas and tax returns.