Services
Accounting Services in San Diego
Accurate financial statements, a reliable month-end close and clean records, handled by an accountant with 18+ years in finance.
What you get each month
Reconciled accounts
A profit and loss statement
Balance sheet and cash flow statement
A clear summary of what changed
Accounting that gives you an accurate picture every month
Good decisions start with accurate numbers. Nick handles the accounting work that keeps your financial statements correct and current, from reconciliations and adjusting entries to a consistent month-end close.
For San Diego businesses whose books have fallen behind or were set up incorrectly, Nick also provides accounting cleanup, so your records are ready for lenders, tax season and planning.
What is included in accounting services
Scope is tailored to your business. Common accounting work includes:
01
Month-end close
Account reconciliations
Accruals and adjusting entries
A consistent monthly close schedule
02
Financial statements
Profit and loss statement
Balance sheet
Statement of cash flows
03
Cleanup and catch-up
Correcting past categorization
Reconciling prior months
Fixing chart of accounts issues
04
Year-end
Year-end close
Records organized for tax filing
Answers to your tax preparer’s questions
Common accounting problems Nick fixes
These issues cost owners time and money, and they get harder to fix the longer they wait.
Statements you do not trust
Reports do not match the bank, so no one relies on them.
Books months behind
Transactions pile up and month-end never really closes.
Messy chart of accounts
Categories are duplicated or unclear, which makes reports hard to read.
Tax-time scramble
Records are not ready when your tax preparer needs them.
Who accounting services are for
Accounting support fits San Diego businesses that need dependable financial statements without hiring in-house.
Book a Free Financial ReviewSmall and mid-sized businesses
That want a reliable monthly close.
Service-based companies
Agencies, trades, consultants and practices.
Real estate businesses
Investors, brokerages and property managers.
Businesses with past-due books
That need cleanup before moving forward.
How accounting works with Nick
A clear path from your first conversation to reliable, ongoing support.
1. Review your books
A free look at where your accounting stands today.
2. Clean up and correct
Past months are reconciled and categorized properly.
3. Monthly close
Accounts are reconciled and statements prepared each month.
4. Review together
Nick walks you through the numbers and what they mean.
Accounting questions
Answers to common questions San Diego business owners ask.
What is the difference between accounting and bookkeeping?
Bookkeeping records daily transactions. Accounting reviews, adjusts and summarizes those records into accurate financial statements. Nick offers both, so everything stays consistent.
How often will I receive financial statements?
Most clients receive statements monthly after the books are closed. The schedule is set in your custom plan.
Can you fix books someone else set up incorrectly?
Yes. Accounting cleanup is a common starting point. Nick corrects categorization, reconciles past months and organizes the chart of accounts.
Will my books be ready for tax season?
Yes. Closing and reconciling the books each month means your records are organized and ready when it is time to file.
Hi, I’m Nick.
Have a question that is not answered here? Reach out any time.
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Talk with Nick about accounting
Questions about fractional CFO, accounting, bookkeeping or tax strategy services? Call, email or book a free financial review.
Areas served
San Diego, Carlsbad, Chula Vista, Del Mar, El Cajon, La Mesa, Escondido, Oceanside, Poway, Santee and Solana Beach
Phone
Office hours
Monday to Friday, 9am to 5pm Pacific Time (California)