Get Started – The Process

My detailed and effective process will take the bookkeeping burden off of you by cleaning up your current books and creating a new system for future flow.

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Bookkeeping Services

Learn more about my QuickBooks bookkeeping services focused for small business owners like you! Training and administrative services are also available.

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Quality Guarantee

I am committed to providing the highest-quality and most accurate services so that you have meaningful information to run your business effectively.

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Free Consultation

Get started now! Call to set-up a free, 30-minute consultation so we can meet and discuss how I can help. Let’s get your finances and your business organized today.

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Welcome to Lux Bookkeeping

Lux Bookkeeping offers professional, accurate, and reliable bookkeeping services at an affordable price. Since 2006 I have been focused on helping San Diego small businesses and the self-employed make sense of their finances using QuickBooks from Intuit.

I am an avid supporter of the entrepreneurial lifestyle and know that bookkeeping and accounting can often be the missing piece. Let me help you manage your finances so that you can manage your business and guide yourself towards success.


What Lux Bookkeeping Does

I specialize in helping entrepreneurs that run small to medium-sized businesses get the most out of QuickBooks, from Intuit. I believe that given the proper tools and information, QuickBooks can be easy to use, accurate, and a powerful reporting tool for you to run your business effectively. I specialize in QuickBooks and QuickBooks alone – that means I spend 6-8 hours a day deep in the trenches – so you don’t have to.

I am committed to providing the highest-quality and most accurate services so that you have meaningful information to run your business efficiently.

Services include:
  • Tax year(s) clean-up and pre-preparation
  • QuickBooks set-up and chart of accounts creation
  • Bookkeeping – Transaction recording and account reconciliation
  • Invoicing (Accounts Receivable)
  • Bill Paying (Accounts Payable)
  • Reporting/Financial Statements – Including extended reports in Microsoft Excel
  • Sales tax – California and Nevada
  • QuickBooks Training
  • Filing and de-clutter systems
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QuickBooks

File set-up, maintenance and clean-up, bookkeeping, reporting and so much more. I will ensure that your QuickBooks file is accurate, up-to-date and tailored to fit your unique business needs.

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Bookkeeping

Transaction recording, reconciliation, invoicing, bill paying, payroll assistance, reports, 1099s, and more. I work on YOUR schedule – as needed, weekly, monthly or even yearly.

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Catch-Up

Do you need to file previous year tax returns? Let me help ease your mind and get your business caught up – my turn around times are usually only one week, even if you are multiple years behind!

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Training

Let me help you be your own bookkeeper! I can provide you with the skills and information needed to correctly and confidently complete your bookkeeping on your own.

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Industry Experience

I have helped many types of businesses, whether just starting out or already fully operational. Below is a list of the different industries I have had the opportunity to help over the years:

  • Artists & Creative Fields
  • Advertising/Marketing
  • Automotive
  • Bakery & Patisserie
  • Consulting
  • eBay Sellers
  • Fashion/Apparel Designers
  • Fitness & Sports
  • General Construction & Contractors
  • Graphic & Web Designers
  • Legal
  • Mail/Web Order
  • Manufacturing
  • Medical
  • Pet Services
  • Property Managers
  • Real Estate
  • Recyclers (Environmental & Electronic)
  • Restaurant & Food Services
  • Retail
  • Service
  • Software Engineering

Common Questions Answered

How much will it cost me?

Most of my clients average an invoice of $55.00 to $200.00 per month, for monthly or semi-monthly services.

Do I need to sign a contract?

Yes, if you are an on-going client I have a simple and straightforward, one-page contract for you to sign. It outlines what I will do for you, my client confidentiality policy, payment policies, and my service guarantee. Since my clients are the sole judge or my performance, if at any time you are unsatisfied with my work you may cancel your contract with written notice to Lux Bookkeeping.

Is my business too small?

Never. I am focused on small and home-based businesses, the self-employed and entrepreneurs. I am here to help whether you need 2 hours of bookkeeping a year, or 10 hours each week.

I'm not located in San Diego, can you still help me?

Yes, of course! I offer completely remote services for both local and long-distance clients. Utilizing the most secure and modern project communication tools and remote access services, I ensure all my client’s projects are up to date no matter where in the world they might be.

Why should I hire a bookkeeper?

There are many good reasons to hire a bookkeeper. Bookkeepers take all of your sales, expense receipts, and other financial paperwork, analyze the data, and condense it down to just a few short reports. These reports will help you monitor your business’s progress and growth, show real profits, and can aid you in planning the future of your small business. I manage your finances so you can focus on what you do best.

How long will it take to complete my bookkeeping?

Most projects are completed within 3-5 business days, or one week. Complicated and more intensive projects may take longer.

Do you offer catch-up bookkeeping?

Yes, tax catch-up bookkeeping is one of my most popular services! Many small businesses come to me months, or even years, behind in their bookkeeping and financial data and tax returns. Lux Bookkeeping can take the stress off by gathering all of your documents and organizing your financial data into an orderly system in a matter of days, getting you ready for tax preparation in about a week. Never put off filing your taxes or file an extension again, let me help today

Do you help with more than just bookkeeping?

Yes! I can assist you with budgeting, cash flow management, financial statements, customized reports and forms, business planning, sales tax, administrative services and even graphic design! Learn more about my services

How much experience do you have? Do you have references?

I have been using QuickBooks since 2001 and started Lux Bookkeeping in 2006 – that’s 10 plus years of using the online and desktop version on a daily basis. If QuickBooks can do it, I can make it work. I also have excellent references, available upon request after completion of a complimentary consultation. Because I strive to offer great customer service, many of my clients have been with me since the beginning. You can also see my skills and endorsements here on my LinkedIn profile.

How do I get started?

Call today to set up a free consultation at (858) 367-3050 to discuss your unique business situation and financial needs. Once I have collected information about how you work, where your business is at, and where you would like it to go, I can create an estimate for your specific needs. If during your initial consultation an accurate estimate cannot be created due to lack of information, I will help you create a detailed action plan to gather the needed information. If you approve of your estimate, the next steps include:
    • Review and sign a simple and straight forward, one-page contract
    • Gather your financial source data, such as banking statements, invoices and receipts
    • Sit back and let me work for you!
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Do you offer a free consultation?

Yes, take advantage of a free consultation, offered to all new and returning clients. During this initial interview you can expect a thorough examination of your current financial situation and a complete records assessment, including a review of your current QuickBooks file (if you have one). I will ask questions to identify your current challenges so I can offer solutions to help get you where you want to be. Call today to set up a free initial consultation and find out all Lux Bookkeeping can do for you and your small business

What are your hours?

Feel free to contact me 24 hours a day, 7 days a week by emailing, leaving a message, or through your project management portal. Check here for normal office hours

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Get Started Now

Getting started is simple and fast – all you have to do is call (858) 367-3050 and set up your no-cost, no-obligation 30-minute consultation. Once I have had a chance to assess your needs and you are ready to become a client, the process is just as simple:

  • Introduction email with all my contact information and exactly what to expect next
  • Simple, easy to understand one-page contract for recurring clients
  • Free project management – I will allow you access to my project management tool to keep your bookkeeping project organized. Here you can:
    • See progress, tasks to be completed, messages, files and more
    • Add tasks and notes for me to complete (or I will do this for you)
    • Log-in 24 hours a day
    • No cost to you
    • No obligation to use – this is my organization system that I’m allowing you exclusive access to!

Free Consultation

Contact me today to set-up your free consultation.

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