Are you realizing less profits because you have staff tied up on bookkeeping when they should be working on tax preparation services?

My bookkeeping resource showing bookkeeper on laptop in Thousand Oaks.

My Bookkeeping Resource functions as your dedicated back office handling bookkeeping tasks for your clients, such as:

  • Coding & Entering Bank & Credit Card Transactions
  • Bank & Credit Card Reconciliations
  • Processing Payroll & Entering Payroll Transactions
  • Coding & Entering Accounts Payable Invoices
  • Preparing & Emailing Accounts Receivable Invoices
  • Creating & Utilizing a Period Closing Checklist
  • Period Closing Journal Entries, such as Accruals, Depreciation, etc.
  • Preparing Financial Statements

Are you spending too much energy on the “shoe box” clients?

My Bookkeeping Resource unburdens CPAs of having to devote valuable staff hours to performing tasks that they can never bill full hourly rates for. We are able to ease that pain and take care of tasks that are necessary and at affordable prices. CPAs can bill for the work AND make a profit.

My bookkeeping resource showing stack of receipts to be entered in Thousand Oaks.

ElderCare Services

Are you taking care of an older family member? Some are at the point where they can no longer take care of themselves and as their adult child, you have the responsibility to step in and take over their finances, medical bills, legal paperwork, etc. This can be incredibly overwhelming.

We are offering services that can help relieve you of the accounting and administrative work needed so you can have peace of mind knowing everything is taken care of.

  • Bill Payment
  • Reconcile Bank Accounts
  • Maintain and Organize Financial Records
  • Prepare Budget
  • Negotiate with Creditors
  • Follow Up on Erroneous Medical Bills
  • Refer you to our Trusted Partners for Legal, Heath Care, Financial Planning Services

What we do for CPAs and their clients:

Accounts Payable & Receivable

We take care of aging schedules, invoices, P.O.s, billing, collections and all of the necessary tasks that are the lifeblood of businesses.

Payroll

We prepare and process payroll for small businesses in addition to processing the tax returns. We track employee time off, vacation, bonuses and everything that keeps a business and their teams running smoothly.

Monthly Closing & Reporting

Reconciliations, revenue recognition, financial statements and inventory tracking are all services that we can provide for small businesses.

And so much more!

Let us ease your firm's pain...

Let My Bookkeeping Resource be the back office for your firm's bookkeeping needs. Our accountants oversee the bookkeeping and report directly to you and your clients so that you can focus on what you love to do.

Contact Us