Business Management Services

Bookkeeping and accounting require time and attention to detail.

Whether you are starting out or have an established business or want to transition your bookkeeping needs to a professional, The Accountancy can help.

Our collaborative approach to serving our clients is backed by a dedicated team of accounting and business experts. We seek to learn about your specific industry so that we can help propel your business towards future growth and profitability.

Our clients tell us that our Business Management Services allow them to:

  • become more profitable (save money) 
  • make informed decisions
  • reduce frustration and stress
  • have peace of mind

That is because they have left their accounting, taxes, and compliance work to experts who have their backs and support their dreams.

Why?

By leaving the accounting, and work to us, we do the work in a fraction of the time it takes you.

We have your back and support your dreams.

The BMS Team

Our clients are assigned a dedicated Engagement Team consisting of:

• A partner who plans the strategy and ensures the highest performance from the team

• A manager who is highly experienced and credentialed in your industry, to ensure all deliverables occur smoothly and on a timely basis

• A staff member that ensures consistent communications occur between you and the team

In which house does your business live?

Letting go

You’ve done it and now you need to delegate it! You realize time is better spent growing your business than doing accounting.

Growth

You are still developing your business and are looking for financial guidance from a trusted advisor.

Seasoned

You are seasoned in your industry and have more complexity in your reporting requirements. You need current financial data to help you make decisions.

We have customizable packages to service your accounting and compliance needs:

Use the arrows above to view all package options.

Letting go
Growth
Seasoned
Bookkeeping with QuickBooks®
Bookkeeping with QuickBooks®
Bookkeeping with QuickBooks®
Bookkeeping with QuickBooks®
Payroll on ADP
Payroll on ADP
Payroll on ADP
Payroll on ADP
Compiled Financial Statements
Compiled Financial Statements
Compiled Financial Statements
Compiled Financial Statements
Business Tax Return
Business Tax Return
Business Tax Return
Business Tax Return
Individual Tax Return
Individual Tax Return
Individual Tax Return
Individual Tax Return
Secretary Of State Statement of Information
Secretary Of State Statement of Information
Secretary Of State Statement of Information
Secretary Of State Statement of Information
1099 Preparation and Submission
1099 Preparation and Submission
1099 Preparation and Submission
1099 Preparation and Submission
Business Property Tax Returns
Business Property Tax Returns
Business Property Tax Returns
Business Property Tax Returns
City Business License Renewals
City Business License Renewals
City Business License Renewals
City Business License Renewals
Sales Tax Returns
Sales Tax Returns
Sales Tax Returns
Sales Tax Returns
Annual Benchmarking
Annual Benchmarking
Annual Benchmarking
Annual Benchmarking
Financial Planning Consultations
Financial Planning Consultations
Financial Planning Consultations
Financial Planning Consultations
Virtual CFO Services (Accounts Payable)
Virtual CFO Services (Accounts Payable)
Virtual CFO Services (Accounts Payable)
Virtual CFO Services (Accounts Payable)
Virtual CFO Services (Accounts Receivable)
Virtual CFO Services (Accounts Receivable)
Virtual CFO Services (Accounts Receivable)
Virtual CFO Services (Accounts Receivable)
Government Notice Resolution
Government Notice Resolution
Government Notice Resolution
Government Notice Resolution

The following services require separate engagements due to their specific complexity:
Income Tax Audits, Sales Tax Audits, Workers’ Compensation Audits, EDD Audits

If you are interested in our services but still wish to keep control of your bookkeeping, we offer quarterly review and analysis. Please know that all of our services are customizable with a la carte choices depending on your needs.

QuickBooks®

QuickBooks® has become the most popular accounting software program used by small and medium-sized businesses today. There’s no question that using QuickBooks® improves bookkeeping, reporting and accounting, but most companies aren’t taking advantage of all that QuickBooks® has to offer.

The Accountancy can help. Whether you are just starting out with QuickBooks® or have been using the program for a while, we can answer your questions and help you set up, streamline and make the most of your QuickBooks® usage. Our focused consulting methodology will uncover the right combination of versions and features to meet your needs and goals, and ensure that you have access to accurate and current financial data.

Our dedicated team of QuickBooks® experts includes responsive and knowledgeable QuickBooks® Certified ProAdvisors. In fact, we’ve been named to Intuit’s QuickBooks® Top 100 ProAdvisors for several years running.

We’ll Focus on Your Numbers. You Focus On Growing Your Business.

To help you with financial analysis, we also offer accounting support. These flexible services include reviewing your bookkeeping practices, filing various tax forms, and offering you sound advice about what to do next.

Looking for fresh ideas when it
comes to business management services?

Just call us at 818-547-5701, or contact:

Mary Jo Wiedey

Mary Jo Wiedey

How can we help you?

Ask us how QuickBooks and accounting support can help your business.