Fixed Monthly Fees
Customized to your needs and easily budgeted.
Dedicated Relationship Manager
One contact for all your accounting needs. Same day call-back guarantee.
Monthly Financial Statements
Track your financial performance. Monthly pick-up/drop-off as necessary.
CPA Firm Professionalism
Peace of mind that your work is done right the first time and your data is secure in the hands of the State Board of Accountancy screened and approved professionals with over 30 years of experience.
We make it a priority to understand your business.
Dedicated Team of CPAs
Unlimited consultation with industry specialists. No hidden fees.
Quarterly Financial Analysis & Client Education
Discover hidden clues for improvement.
Local Office Locations
All across California and Arizona.
Additionally, because we are an all-inclusive and State Board licensed CPA firm, we offer the following extensive suite of services, should we determine your need for any of these after our initial consultation:
Live Payroll Services
Pay yourself and your employees online with a few clicks. Includes free direct deposit.
Income Tax Planning & Preparation
Keep more money. Minimize your tax burden. Both business and personal plus state and federal quarterly estimated tax payments.
Forecasting & Budgeting
Know where you’re headed so you stay in control.
Extensive Business Tax Credit Analysis
Maximize tax savings and advantages.
Account for inventory properly and in a tax-advantaged way.
Accounting Staff Training, Supervision, and Support
Save money by being efficient and staying efficient with your staff.
Business License, Sales & Use Tax, Business Personal Property
Avoid late filing and payment penalties.
County & City Taxes
We can help minimize any tax you may owe to these various other local agencies.
Annual State Corporate Reporting
Avoid huge penalties for incompliance.
Complete A/P solution to issue checks and make sure your vendors are paid on time.
Workers’ Compensation Insurance Audit Representation
So you don’t have to!
Cash Flow Monitoring, Risk Assessment, Internal Controls, and much more!
All under one roof. Keep it simple.
A Relationship Manager or CPA can go over the backwork process with you during your free initial consultation, and provide you with a checklist of documents needed to make it easy to get you caught up fast.
We offer a variety of options for viewing and interacting with your data, from local software installation to cloud-based hosting solutions. Based on your needs, we will customize the best solution for you.
Of course! We work with businesses of all sizes, which is why we also offer a quarterly pricing option, so be sure to ask us about how we can custom-tailor a quarterly package for you to start off with. As your business grows we’ll be there to adapt to your ever-changing needs and can always re-assess at any point how we can best serve you.
We’re sure you have plenty more. And that’s a good thing! Which is why we would like to meet with you to go over all the details and answer any questions you have.
We Do Books, Inc.™ a California Corp
We Do Books, Inc.™ an Arizona Corp.
We Do Books, Inc.™
a Michael DiSabatino company