Partners in Your Financial Success



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Partners in Your Financial Success

CPA Certified Public Accounting Thousand Oaks CA Certified Business Profit Consultant Thousand Oaks CA Certified Advanced Quickbooks Desktop ProAdvisor Thousand Oaks CA Certified Advanced Quickbooks Online ProAdvisor Thousand Oaks CA T-Sheets Pro Oaks CA MKBA, Inc. BBB Business Review

We’re an accounting firm that serves small and mid-sized businesses with services for QuickBooks, accounting, controller, bookkeeping, and payroll.

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Consulting for QuickBooks®

A QuickBooks expert can help you save lots of time and money. We can help you select and customize the perfect QuickBooks accounting system and more.

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Training for QuickBooks®

By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that’s what we do.

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Accounting Services

We provide more than balanced books. We can help smooth cash flow, analyze profit margins, and look for ways to increase revenues and profits.

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Bookkeeping

Your books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date.

SOLUTION FOCUSED

Our focus is getting results for you and your business. Our solutions are designed to help your business grow, scale, and be profitable. We work with you hand in hand to help you achieve the goals you have for your business and your life. 


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CUSTOMIZED SERVICE

Too many traditional accounting firms are reactive and stop serving clients after the return is filed or the books are balanced. We’re different. We take a proactive approach that focuses on frequent communication and advisory support. We take pride on getting to know you and your business so we can provide customized services specific to your situation.

ABOUT US

We enjoy getting to know our clients and delivering personalized service. We look forward to meeting you!



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TESTIMONIALS

“I’m ecstatic about my new website! Sandi and her team did a great job in setting it up. I applaud their professionalism and work style. The content is fresh and rich; the images and links are great! I will definitely recommend your services.”

Flora Oni, EA – Eftex Tax Solutions

“Sandra and her “crew” are super! Putting together a website is a task, finding the right individual or company is even more complex. I did my search around looking for this particular company who could best optimize my web site. They are very helpful and knowledgeable!”

Vicki Allely – Vicki Klein Allely Bookkeeping Services LLC



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