Bookkeeping and Back Office Support

Steps to Write a Purchase Order

Businesses are in frequent practice of ordering new things for the office, buying inventory, and spending money with vendors in a whole variety of ways.   Some of our clients ask us questions about the “purchasing” process and about POs.  But, what exactly is a PO? How do you read

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Accounting for California Buisnesses

How Can Online Bill Pay Help Your Winery?

As a busy winery owner, you have a lot on your plate! Between caring for the vines to being the face of the winery in your tasting rooms you hardly have time to keep your bills in order and to know how and when to pay them on time. This

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Santa Barbara Bookkeeping Business

Tips to Handle a Busy Workday

With the constant pinging of your messaging system internally, client calls, customer emails, and the countless amounts of tasks to divide your attention every day it’s easy to look up at 5 pm on Friday afternoon and ask yourself: “Wait, what did I do this week?!” The bigger tasks, the

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accounting & management services

Can a Business Thrive without a CFO?

If you are like many of our clients you started a business that you are passionate about. And, if you’re turning to us, your business probably isn’t a bookkeeping business. (We can’t all be passionate accountants, we know, we know!) Did you found a bakery to follow your passion for

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5 Problems that Arise if you Let the Bookkeeping Slip

With seemingly everything on your plate as a small business owner, it is easy to let bookkeeping slip. Accounting Bookkeeping The causes for this vary.  For some people, the bookkeeping bores them so it gets eternally put off. Others think it is “simple” and can thus be put off until

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Credit Card Reconciliations

3 Ways to Get Your Life Back as a Business Owner

You’re a business owner.  But you’re probably also a parent, a friend, a sibling, and maybe even a dog owner.  You have interests and hobbies outside of your business.   But, these days, those relationships are getting increasingly neglected and those hobbies are a distant memory. You love your business

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back office support or outsource

How to Save Money by Streamlining Inventory Management

We work with a wide variety of small business models but, maybe because it is because of our location in California, we find that we bring in a lot of food and beverage manufacturers and inventory clients.  Different natural foods businesses, small retailers, and wineries thrive on the lush Central

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What Can CFO Services Do For You?

A Chief Financial Officer is responsible for taking the books and making informed business suggestions based on accurate forecasting and benchmark data.  They ensure that a company is staying compliant with financial laws and want to help the company stay financially strong and grow. In some companies, the position of

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