US Certified Public Accountant -- 2

I am seeking a licensed U.S. CPA who is fully versed in California tax law to bring our books into order and keep them there. The immediate priority is a deep dive into every line of our financials so we can file state and federal returns with confidence and on time.

The scope combines a comprehensive financial review with tax-filing preparation. Using QuickBooks (our current platform) or an equivalent tool you recommend, please:

• Reconstruct and verify the Revenue statements
• Audit and tidy up Expense tracking
• Reconcile and balance the Overall balance sheet

After this initial clean-up, I want to set up structured bi-annual reviews to keep everything accurate and compliant, flag issues early, and generate reliable management reports.

Deliverables will be accepted when each statement ties back to source documents, all discrepancies are resolved, and the year-end tax package is ready for submission under California regulations.

If this fits your expertise, I’m ready to share access and schedule our first review right away.