Trusted bookkeeping support helping business owners stay organized, compliant, and confident in their numbers. Two decades of experience across QuickBooks, Sage, and PeachTree platforms.
Services
Accounting System Setup & Training
QuickBooks (Online, Pro, Premier, Enterprise), PeachTree, Sage 50, Sage 100, Odoo.
Cash Management
Daily/weekly cash reconciliation, monthly bank and credit card reconciliations, monitoring upcoming expenses and customer payments.
Accounts Payable
Vendor invoice review, PO matching, posting, bill payments, vendor checks, credit card reconciliation.
Accounts Receivable
Customer invoicing, payment recording, bank deposits, collections.
General Ledger & Financial Reporting
Account reconciliation, depreciation, prepaid expense tracking, month-end journal entries, customized financial statements.
Payroll
Payroll processing, annual W-2s, 1099-MISC, 1099-NEC. ADP, PayChex, PrimePay, Intuit Payroll, Gusto.
Sales & Use Tax
Sales and use tax prepayments, quarterly and annual returns.
Client Experience
- Private Capital Investment Firm (Multi-Entity)
- High-Net-Worth Individuals & Related Entities
- Printed Circuit Board Designer
- IT Services Company
- Construction Company
- Publishing Company
- Relocation Services Company
- Photography Studio
- Yoga Studio
- Hair Salon
Get in Touch
- Phone: (408) 807-0359
- Email: mpepper@CompleteAccountingSol.com
- Address: 1442 S Winchester Blvd., #275, San Jose, CA 95128