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Serving Ventura

Bookkeeping services in Ventura, CA

This one is home. We live here, bank here, and most of our clients are within a few miles of the office: restaurants and bars, Main Street retail, the businesses around the harbor, and the trades and practices that serve all of them.

Ventura runs on a calendar. Summer visitors and fair week carry a large share of the year, and January looks nothing like July. Your books should show you that clearly enough to plan around it.

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

Bookkeeping in Ventura

How we work with businesses here.

  • In person in Ventura 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 Ventura 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 Ventura

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

Restaurants, bars and hospitality

Daily sales reconciled from the point of sale rather than from the deposit, tips handled correctly, and food and labor cost tracked as a percentage of sales every month. Those two percentages are the whole business, and most owners only see them once a year.

Main Street retail and local brands

Independent shops and small product companies, many of them now selling online as well as in store. Stock on the shelf reconciled to stock on the books, real cost of goods sold, and margin by product rather than one number for the whole store.

Harbor and visitor businesses

Charters, rentals, tours and the shops around them. Deposits taken months before the trip happens are not revenue yet, and treating them as though they are makes a strong spring look better than it is and the autumn look worse.

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 here in Ventura

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

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