Gilbert Associates, Inc. has office locations in Sacramento and Folsom. Our primary services are audit, tax and accounting. In addition to these traditional services, we specialize in privately held businesses, education, employee benefit plans, government, not-for-profit & associations, litigation support, estate and retirement planning, and business valuations. Gilbert Financial Services, LLC. In this division, our main objective is to provide our clients with quality financial planning services. A significant portion of our activities involve tax planning and financial advising of individuals, small businesses, and their related activities - trusts, estates, investment management, retirement plans and wealth preservation.
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We are dedicated to providing remote and in person tax preparation & bookkeeping services to individuals and small businesses, who are looking for solutions to their tax and bookkeeping needs. Our team of experts is here to help you navigate the complexities of the tax system by minimizing tax liability and maximizing your returns.
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Hey there! Welcome to J.D. Kennedy Bookkeeping. I'm John, your go-to professional bookkeeper and financial confidante, and I'm here to make your bookkeeping journey as smooth as can be. Whether you're a small business owner, a freelancer, or an individual looking to organize your finances, I am here to support you every step of the way. Bookkeeping takes time, let me give you that time back so you can focus on what you do best – growing your business and achieving your goals. Some of the services I offer include: Bookkeeping & Accounting: Recording daily transactions General ledger maintenance End-of-month closing of the books Financial Analysis & Reporting: Detailed monthly financial statements Custom financial reports and analysis Budget development and forecast Accounts Payable & Receivable: Creating and sending invoices Recording and tracking bills and expenses Monitoring accounts aging Bank Reconciliation: Balancing and reconciling bank statements Identifying and resolving discrepancies Ensuring accuracy in financial records
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At QMD Bookkeeping Solutions, we help small business owners across Sacramento and beyond stay organized with reliable, professional virtual bookkeeping. Our specialties include QuickBooks support, reconciliations, catch-up bookkeeping, and monthly financial reports. We're known for prompt communication, transparent processes, and tailored support to help you reduce expenses and increase profits. Book a free 15-minute consultation today!
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I help business owners grow their businesses and their profit by providing accurate numbers and valuable financial insights that they can act on. Almost all of your financial information can be tracked and analyzed. Are you getting the insight that you need from it? When your data is organized and curated by a great bookkeeper like me, you'll be empowered to put all that information to work for yourself and your business. Monthly financial reports are important, but they're not enough! To get the most out of your data, you need a partner to help you interpret the data, make comparisons, and identify opportunities for growth and investment.
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