We believe in the value of creating relationships with our clients. We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen. Our firm offers a wide range of services to individuals and businesses. Because our firm is relatively small, you benefit by getting personalized, quality service.
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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
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.
Tax and accounting for individuals, businesses, and nonprofits
Opening soon
I have been performing bookkeeping and accounting duties for over 40 years in Santa Cruz County, specializing in small businesses. It has been a long family tradition of accounting and bookkeeping for family businesses. have done accounting and bookkeeping for various businesses. These businesses range from restaurants to auto dealers, general contractors, property management, and local pharmacy/acupuncture. I work on site, as well as from my own office. Accounting can be performed on a daily, weekly, monthly or quarterly basis. Whatever your needs are, I am more than flexible to help your business grow and bring peace to your bookkeeping woes. I am familiar with many platforms for accounting and bookkeeping, such as Quickbooks, Peachtree, and Simply Accounting. I am also knowledgeable about Microsoft Word and Excel. Call today!
Opening soon
