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Accounting and bookkeeping in Oceanside, CA

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Lee Ann Richards Bookkeeping, Payroll & Taxes

I specialize in payroll, bookkeeping, and taxes. I file returns for income tax, sales tax, and payroll taxes. Mine is a boutique business. I work for a limited number of clients and personalize my service to meet the needs of those few special accounts. My clients have been with me for years. Right now I have availability for up to six new small businesses. Mine is an outside service. I don't normally work in your office but can on occasion. My monthly bundle price includes two payrolls, a Statement of Profit & Loss, and sales tax filing for $200. Sometimes my bundle costs less, like if you don't have sales tax. And sometimes it costs more, like if you are keeping three bank accounts or require my bill paying service. My basic bundle also includes your annual Worker's Comp audit, wage garnishments, and all payroll returns through W2's and annual 940 FUTA return. I can track your expenses to generate annual 1099's at no additional cost. But I charge for the actual generating of the 1099's. You can choose to use my bundle or use my services individually. So if you don't have a payroll, but need a P & L, no problem. I am also experienced with certain types of forensic accounting and Gas Station sales tax. I know this sounds like a lot of technical information. If you are just looking for a competent, personalized bookkeeping service at a great price, I would love to speak with you.

BalancePoint Bookkeeping

I help business owners, like you, save 10+ hours every month by taking the burden of bookkeeping off your shoulders. Let’s get you started saving time and money by taking the bookkeeping burden off your plate. We offer services such as general bookkeeping to include reconciliations, QuickBooks Setup, and QuickBooks Cleanup. Specialty services are offered on a case-by-case basis.

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(442) 494-7613
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