Services

Our Services

We offer tailored bookkeeping solutions designed to meet the diverse needs of small businesses. Whether you're new to managing finances or looking for ongoing support, we have a service tier that fits your business.

QuickBooks Set-up and Training

Ideal for businesses just getting started with bookkeeping, this tier provides a comprehensive introduction to QuickBooks. We’ll guide you through setting up your account, navigating the platform, and mastering essential functions such as:

Setting up and customizing QuickBooks for your business
Managing transactions and reconciling accounts
Generating essential financial reports
Best practices for bookkeeping

This session will equip you with the skills and confidence to manage your books independently.

Monthly Bookkeeping Services

For businesses that need regular support, our monthly bookkeeping service ensures your financial records are always accurate and up-to-date. This includes:

Categorizing income and expenses
Bank and credit card reconciliation
Accounts receivable and payable management
Financial statement preparation (Profit & Loss, Balance Sheet)
Monthly reports to keep you informed of your business’s financial health

Let us handle the details, so you can focus on what matters most — growing your business.

Quarterly Check-Ins

If you’re comfortable managing your books but want periodic expert oversight, our quarterly check-ins provide an added layer of assurance. We’ll review your financials to ensure everything is accurate and compliant. This includes:

Reviewing reports for accuracy and completeness
Addressing any discrepancies or concerns
Providing feedback on bookkeeping practices
Offering recommendations for improving efficiency and accuracy

Our quarterly check-ins give you peace of mind knowing your books are in order and compliant with industry standards.

Need a Clean-Up?

We'll get you caught up and take your business to the next level with our three-step method.

QuickBooks Comprehensive Diagnostic Review

A Deep Dive into your QuickBooks Online file to assess the health of your data, diagnose any problems, identify transactions that need to be brought up to date, and assess the level of Clean-Up / Catch-Up needed. You’ll get a detailed report on how your books are doing & recommendations on services you might need.

2. Clean-Up / Catch-Up Bookkeeping
Services

Your financial statements should guide all your business decisions – but if your books are a mess, you are flying blind. It’s time to get you caught up so you can get an accurate picture of your company’s financials.

3. Monthly Bookkeeping and
Performance Reports

The day-to-day grind you want to get away from. We will categorize and reconcile your books so you can focus on your clients and the growth of your business. Monthly reports will provide you with a clear picture of your financial health so you can make informed business decisions with confidence.

Let's get started!

Bautista Financial Services is not a CPA firm and does not prepare personal and corporate income tax returns. Instead, our outsourced accounting services provides a complete and accurate set of books and records to your CPA for tax preparation, including working closely with your CPA to help implement tax planning strategies.