Santa Cruz Pacific Accounting and Tax is built on our commitment to quality and integrity. We believe in the magic of hard work and the value of living. We work with compassion, respect, and gratitude as we use our knowledge and skills. Santa Cruz Pacific is big enough to provide a wide range of services but small enough to know you. Together we can do great things.
I’m a bookkeeper specializing in clean, accurate books for small businesses and solo entrepreneurs. I handle monthly reconciliations, A/P, A/R, and payroll, and I set up workflows that keep you compliant and cash-flow aware. I work primarily in QuickBooks Online and I’m known for clear reports you can actually use to make decisions. My goal is simple: timely books, fewer surprises, and a partner you can count on during close and at tax time.
Coastal-Inspired Financial Clarity for Santa Cruz and Monterey Locals Serving small businesses, solo professionals, trustees, and executors across the Monterey Bay and beyond, Salt and Ledger takes the stress out of your finances. We offer cost-effective, fully customizable plans that bring order and optimism to your books. Whether you need a strategic partner to lead the way or collaborative support for your family or business, we provide: - Bookkeeping and financial reporting for modern, tax-ready records - Fiduciary and estate bookkeeping including cleanups, investments, pensions, and court-ready reports - Tax preparation and strategic planning for individuals and businesses - Advisory and fractional CFO services - Payroll and HR support with Gusto, ADP, and Paychex expertise - QuickBooks, NetSuite, XERO, Acumen, and Sage setup and training We are a tech-forward firm that believes in clear communication and local roots. Se habla español.
As a seasoned QuickBooks ProAdvisor and former QuickBooks Live Expert, I help small businesses build a strong financial foundation—whether you're just starting out or getting back on track. With expertise in bookkeeping, systems setup, and software transitions, I specialize in resolving complex accounting challenges and streamlining financial data. Whether you're migrating to QuickBooks Online from Desktop, starting fresh, or transforming disorganized records into a foundation for growth, I bring a solutions-focused mindset. With a unique blend of technical expertise and practical business experience, I’ve supported clients across a range of industries—including hospitality, auto repair, construction, retail, and equine services—gaining extensive experience in guiding users through real-time accounting challenges. As a certified advisor for multiple accounting platforms, I help clients choose the right software and subscription level—whether that’s QuickBooks, Xero, or another solution. I work closely with new business owners to create comprehensive, customized business plans: defining goals, projecting financials, and building a clear, actionable roadmap. Whether you need full-service bookkeeping or prefer to take a DIY approach with expert support, I offer flexible services tailored to your needs.
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Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.
