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Tax and accounting for individuals, businesses, and nonprofits
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I specialize in tax planning and preparation for business owners and real estate investors throughout Santa Cruz County. I am also a certified business valuation professional holding the Certified Valuation Analyst certification. I take pride in having quality relationships with my clients and taking a consultative approach to tax structure and ongoing planning.
Casey Daniels Bookkeeping provides personalized bookkeeping and accounting services for small businesses. With more than 30 years of experience in accounting, finance, and business operations, I bring both accounting knowledge and practical business experience to each client relationship. Services include ongoing bookkeeping, bookkeeping cleanup, invoicing and accounts receivable, accounts payable and bill pay, expense tracking, bank and credit card reconciliations, payroll processing, financial reporting, W-2s and 1099s, QuickBooks Online consulting and coaching, and business consulting and coaching. Based in Santa Cruz County, I work with small businesses throughout the Bay Area and remotely across the U.S. My approach is practical and detail-oriented, with a focus on accurate, organized books and clear financial information.
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Helping business owners increase profits by an average $3K-$5K yearly. Focusing on small to medium size businesses for bookkeeping. S-Corp, Sole Proprietor, LLC
We specialize in business and personal income tax as well as business valuations. We are exceptionally suited to handle complex structures, such as multi-tiered partnerships.
