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Serving Thousand Oaks

Bookkeeping services in Thousand Oaks, CA

Thousand Oaks is practices, agencies and professional firms. What you sell is people's time, and there is often more than one entity behind the business.

Revenue lands in the wrong month, owner draws get tangled across entities, and nobody can say which service line actually pays. We straighten out all three.

Book a free 20-minute call 805-225-4959

Bookkeeping in Thousand Oaks

How we work with businesses here.

  • In person in Thousand Oaks whenever it helps
  • Books closed and statements out by the 15th
  • A 30-minute review call every month, included
  • One flat monthly price, starting at $399

What we do for Thousand Oaks businesses

Every service below is available to clients across Ventura County.

Full-service bookkeeping

The whole monthly cycle, with statements by the 15th and a call to explain them.

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Catch-up and cleanup

Months or years behind, or a broken file. Reviewed free, quoted up front.

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Payroll

Run in Gusto and reconciled into your books every month.

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Software setup

The right platform, configured properly, with your team trained on it.

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eCommerce accounting

Payouts reconciled to orders, fees split out, margin by channel.

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Monthly reporting

Statements you can act on, plus the review call that explains them.

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Businesses we see in Thousand Oaks

The work is the same everywhere. What changes is which problems come up first.

Professional practices and agencies

Firms billing time, projects or retainers. Revenue recognized when the work is done rather than when the invoice clears, unbilled work tracked rather than forgotten, and utilization and revenue per employee reported monthly, because those are usually the only two numbers that change anything.

Biotech and device suppliers

Consultants, contract shops and component suppliers working with the larger companies in town. Project and milestone revenue that has to be recognized as it is earned, contractor spend tracked properly, and books clean enough to survive a customer's diligence.

Owners with more than one entity

A practice and the building it sits in, or two related companies under one owner. Each entity kept separately and correctly, transfers between them recorded as what they actually are, and a view that lets you see both at once when you need it.

What every client gets

  • A flat price, agreed first. Monthly plans are a fixed fee and project work is one number in writing before anything starts.
  • Statements by the 15th. Profit and loss, balance sheet and cash flow, every month, on the same schedule.
  • A 30-minute review call. Included in every plan, with the person who did the work.
  • No charge for questions. Call, text or email as often as you need.
  • Your file stays yours. In your name, and it leaves with you if you go.

Typical fit

Owner-run businesses doing roughly $250K to $5M a year, with one to forty employees, who have outgrown doing it themselves.

If you are past that, we will tell you honestly rather than take the work and struggle.

How it starts

Three steps, and the first two cost you nothing.

1. A 20-minute call

What you run, what software you are on, how far behind you are, and what is driving you crazy.

2. A quote in 24 hours

A flat monthly price in writing, plus a separate one-time cleanup fee if you need one.

3. Setup week

We connect accounts, fix the chart of accounts, and set the close calendar. Then your first close.

Talk to a bookkeeper near Thousand Oaks

Twenty minutes on the phone and you'll have a flat quote within a day.

Book a free 20-minute call 805-225-4959