ATJ Bookkeeping | San Diego, CA

  • Total Hires: 2 times
  • Service Area: San Diego, CA
  • Team Size: 1 employee
  • Business Duration: 4 years
ATJ Bookkeeping

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Credit Card
  • Google Pay
  • Venmo

Services Offered

Accounting needs

  • Bookkeeping
  • Managing AR and AP
  • Preparing fin. statements
  • Preparing tax returns

Entity type

  • Individual or sole proprietorship
  • Partnership
  • C-Corp / Corporation
  • S-Corp
  • Non-profit

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Non-profit
  • Other
  • Manufacturing

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Xero
  • NolaPro
  • Sage
  • Quicken
  • TurboTax

Work location

  • I travel to my customers
  • My customers travel to me

About

My “why” is helping people, which translates into a passion and commitment for helping small business owners have peace of mind that their books are in perfect order so they can focus on running their business.

I am a dedicated bookkeeping professional with over 20 years of accounting/bookkeeping experience.

Monthly Bookkeeping could include:

 Reconcile bank and/or credit card accounts.

 Record adjusting journal entries.

 Month-end close.

 Standard financial reports- Income Statement, Balance Sheet, Cash

Flows.

 Monthly video meeting (60 min) to discuss financial results.

 Support via email or phone.

 Quarterly estimated tax reminders.

 Loan account maintenance and amortization schedule (s).

 Fixed Asset set-up, maintenance, and depreciation schedule(s).

 Accounts Payable management (vendor and bill set-up and payment

processing)

 Accounts Receivable management (customer set-up, invoicing, payment

receipts, and follow-up)

 Cash Forecasting

 QuickBooks Online Plus subscription.

One Time Fees:

 QuickBooks set-up

o Includes set-up of Chart of Accounts.

 Catch-Up

o Price TBD based upon the number of months/transactions to be

caught up.

 Historical Clean-Up

o Price TBD based upon the number of months that need to be

cleaned up.

Annual Fees:

 Provide year-end reports to CPA/Tax Preparer

o Includes communication with CPA/Tax Preparer to answer questions.

 1099 and 1096 filing

o Price TBD based upon the number of 1099 vendors.

 10% Discount for Veteran-Owned Businesses

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

We currently do not have any information regarding this service provider. We recommend that you contact them directly to obtain more detailed information and verification.

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