Take Your Business
Above The Clouds.

Our passion is to give business owners wings to fly.

Let's Get to the Top!

You’ve taken the steps to grow your business.

Now let’s take it to another level.

How May We Be of Service?

01 THE NEW VENTURER

You’ve launched your new business and are now seeking guidance with establishing your accounting and bookkeeping systems. You’ll need personalized support and assistance to start your new venture.

  • Our Service:
    We specialize in assisting new businesses like yours in establishing a robust bookkeeping system. We focus on creating a tailor-made accounting framework that's not only compliant but also easy to understand and manage.

  • Accounting System Setup:
    We establish an accounting system that suits your unique business requirements, ensuring it's user-friendly and effective.

    Expert Categorization of Accounts:
    Our team ensures that all financial transactions are categorized accurately, setting the stage for precise financial tracking and analysis.

    Financial Reporting:
    We create financial reporting systems designed to provide clear, actionable insights, helping you make informed business decisions.

  • Our goal is to build a strong financial foundation for your business. We offer guidance and support every step of the way, ensuring your bookkeeping system aligns perfectly with your business objectives and compliance requirements. Consider us your partners in this crucial phase, providing the hand-holding you need to confidently manage your business finances.

02 THE ACHIEVER

Your business is thriving, yet in the midst of success, your bookkeeping duties have fallen behind.  You’ve got a shoe box full of receipts and need help organizing your financial records.

  • Our Service:
    We understand that busy entrepreneurs can sometimes overlook their bookkeeping responsibilities. Our Bookkeeping Clean-Up Services are specifically designed to bring order to chaos, transforming your box of receipts into a well-organized financial system.

  • Comprehensive Review:
    We meticulously go through your financial records to identify and correct any errors or inconsistencies.

    Account Reconciliation:
    Our team ensures that all your accounts are accurately reconciled, reflecting the true state of your business finances.

    Updating and Organizing Entries:
    We update and categorize your transactions into a customized chart of accounts for business management purposes and ease of tax preparation.

  • Our service not only cleans up your current accounting mess but also sets a precedent for future financial organization. With our expertise, you can focus on growing your business, knowing your financial records are accurate and up-to-date.

03 THE SUSTAINING ENTREPRENEUR

Now that you’re heading in the right direction, it's essential to keep up with regular maintenance. We can schedule monthly Zoom meetings to review transactions to keep your accounting caught up and on track.

  • Our Service: Consistent account maintenance is key to preserving the health and accuracy of your financial data. We offer ongoing bookkeeping services designed to keep your financial records in top condition. After setting you on the right path, we ensure that your financial systems continue to operate smoothly, adapting to your business's evolving needs.

  • Regular Maintenance:
    We regularly monitor and update your bookkeeping records to maintain their accuracy and relevance.

    Monthly Account Reconciliations: Our team performs regular monthly reconciliations, ensuring that your financial records always match your bank statements and other financial data.

    Periodic Reporting and Analysis: We provide periodic financial reports, offering valuable insights into your business's financial performance and aiding in strategic decision-making.

  • Our goal is to provide peace of mind through consistent, high-quality bookkeeping services. By entrusting us with your regular financial maintenance, you can focus more on growing your business, secure in the knowledge that your financial records are in expert hands and always up-to-date.

04 THE MULTI-TASKER

With so much on your plate, you’re looking for someone who can share the owner's perspective and help shoulder the load. You’ll need assistance with extra tasks like managing payroll, handling work comp audits, and e-filing 1099s.

  • Our Service: As a busy business owner, you're juggling multiple responsibilities and need support with specialized financial tasks. Whether it's managing payroll, navigating workers' compensation audits, or handling e-filing of 1099s, you're looking for a reliable partner to take on these complex tasks. We understand that each aspect of your financial management is crucial, and we're here to ensure that every detail is handled with precision and expertise.

  • Payroll Management:
    We take over the complexities of payroll processing, ensuring timely and accurate payment to your employees, along with compliance with tax regulations.

    Workers' Compensation Audits:
    We go one step further by helping to connect you with a work comp policy that doesn't require a large down payment, and is scalable to your pay cycle. Ask us more about this!

    E-filing of 1099s:
    We manage the e-filing of 1099 forms for your contractors, ensuring compliance with IRS regulations and deadlines, and providing you with a hassle-free experience.

  • We're dedicated to simplifying your financial management tasks, allowing you to focus on the core aspects of your business. By entrusting us with these additional services, you gain not just a service provider, but a partner who is invested in your business's success.

We'll meet you wherever you are in your journey.

Not exactly sure where you need help?

Let's Connect

What Our Happy Clients Are Saying…

  • "The Best!"

    Katie Y - State Farm Fair Oaks
    April 11, 2023
    "Cheryl is great to work with! She is very detailed and does a great job! I'm super happy with her services!"

  • “Very Supportive & eager to help your business!”

    Candle&Soul
    Dec. 11, 2023
    "Cheryl has helped us with 2 businesses. This is the second time we have trusted Cheryl to help sort out all of our finances. She is very organized and responsive.”

  • “Tech forward, sharp pencil.”

    Auburn CPA
    Jan. 5, 2022
    “Cheryl is a trusted small business QuickBooks expert who knows how tech dovetails with financial recordkeeping. She has consulted with a major client of mine to good effect and is helping implement an A/P solution.”

  • Local Tutor Center

    "Cheryl to the rescue!"

    Local Tutor Center
    Dec. 11, 2023
    "We hired Cheryl to help us with our accounting after about a year in business. Our finances were a MESS. Cheryl, went through everything that we had done from initial start up costs to regular monthly expenses.”

  • "Outstanding accountant."

    CB Home Improvement
    Mar. 15, 2023
    "Cheryl was referred to me by my CPA when my current accountant had to relocate. Her attention to detail is top notch and always makes my tax season so simple, I'm in the construction business and I always have multiple projects and operations going on.

  • "Always patient with my banking errors"

    Yakbells
    Dec.11, 2023

    "Cheryl takes care of all of our business’ accounting needs, interfaces directly with our tax professional, treats us kindly when we make banking errors and is always quick to answer questions. She even makes a point of being accessible when she is out of town."

  • “Detailed & Works With You Every Step of the Way.”

    TechCare360
    Dec. 18, 2023
    We are in the IT industry with a few oddities with our accounting. Cheryl helped us every month (and sometimes more) on a Zoom meeting navigate QB and get the books cleaned up and ready for taxes.”

  • "We love Cheryl!"

    The Canine Culture
    Dec. 11, 2023
    "Cheryl does a great job with our payroll and bookkeeping services for our new business. Her knowledge base is incredible and her willingness to learn and help is great. She’s an asset to our business of dog boarding, grooming and training."

  • "When only the best will do"

    Powell Properties
    Dec. 13, 2023
    "Helps above and beyond all necessary financial accounting. So thankful for Cheryl"

  • Dr. Beverly Calkins

    "Accountant with a heart"

    The Doctor’s In, Inc
    Dec. 11, 2021

    I have worked with Cheryl for about four years. She is very diligent in paying attention to our business needs and has helped identify problems with correction and kept us solvent in very difficult times.

  • "Exceptional Guidance & Support"

    Zora Nova Design Agency
    Feb. 8, 2028
    Working with Cheryl Taylor has been an exceptionally positive experience. Her expertise and approachable manner have made the process of managing my accounting needs seamless and efficient.

  • Mel's Diner in Auburn CA

    The Original Mel's Diner

    Jim Gibbs - Mel's Diner Auburn CA
    August 27th, 2024

    Cheryl is great to work with, patient with us newbies, listen and is very detail oriented! We definitely recommend her!

More QuickBooks ProAdvisor Reviews

I’m ready.

Embarking on a business partnership is like stepping onto the dance floor – it starts with the willingness to make that first move. It's simpler than it appears. Just take that initial step, start moving, and we’ll be there to guide you through the intricate steps of financial organization and clarity. Together, we'll choreograph a seamless routine to enhance your business's financial health. Now let’s get on the dance floor!

Learn more about Cheryl

Let’s get moving!