QuickBooks Bookkeeping Services – San Diego & Remote

Services Offered

Services Overview

Bookkeeping can be painless, easy, and accurate using a customized process. Lux Bookkeeping specializes in helping small businesses get their finances organized using the very popular software QuickBooks, from Intuit.

QuickBooks can be easy to use, accurate, and a powerful reporting tool for record keeping. I specialize in QuickBooks bookkeeping and can help you fully utilize all functions of the program.

Read more about the services that I offer and call to set up a free consultation.


Services Detail

Lux Bookkeeping offers professional, accurate, and reliable bookkeeping services at an affordable price. I specialize in helping small businesses get their finances organized using QuickBooks, from Intuit.

QuickBooks Services

QuickBooks (Quicken) services include:

  • File set-up, including:
    • General set up assistance
    • Chart of accounts set up
    • Sales tax set up
    • 1099 set-up
  • File maintenance, organization, and troubleshooting, including clean-up and auditing
  • Regular full-charge bookkeeping, including:
    • Weekly, monthly, or yearly transaction recording
    • Bank and credit card reconciliations, or checkbook balancing
    • Accounts Payable and Accounts Receivable (AP & AR)
      • Invoicing, billing, estimates, and statements
      • Job costing
      • Email integration
      • Never pay your bills late again!
      • Check printing
      • Collection system set-up and maintenance
      • Inventory control, including purchase order system
      • Reporting and maintenance
  • Budget creation and cash flow management
  • Financial statements and customized reports
  • Payroll assistance, including 1099 preparation
  • Class and location tracking
  • General ledger set-up and maintenance
  • Tax planning and pre-preparation
  • Asset management assistance
  • Training\Add-ons and 3rd party software integration, such as:
    • QuickBooks Payroll
    • Merchant services
    • Point-of-Sale
    • PayPal/eBay integration
    • SimplePort
    • eCC from Webgility

If QuickBooks can do it, Lux Bookkeeping can make it work.

Bookkeeping & Accounting

I can assist with your small businesses, home based businesses or personal finances.

  • Weekly, monthly, or yearly transaction recording
  • Bank and credit card reconciliations (checkbook balancing)
  • Accounts Payable and Accounts Receivable (AP & AR)
    • Invoicing, billing, estimates, and statements
    • Bill paying and check writing
    • Never pay your bills late again!
  • Budget creation and cash flow management
  • Financial statements and customized reports
  • Payroll assistance, including 1099 preparation
  • California and Nevada sales tax
  • Tax planning and pre-preparation
  • Asset management assistance

Financial Statements & Customized Reports

Take control of your business! Have regular financial statements, budgets, cash flow projections, and other reports prepared so that you can make informed, smart business decisions.

I will teach you how to read each financial report, show you where your money goes, where it comes from, and how to maximize both. Use your financial data to plan for profits.

Payroll Assistance

Get set up with the correct payroll provider and don’t waste valuable time or money. I do not offer payroll services, but that is because some great companies already provide these services at terrific rates. I can help you get your payroll set-up correctly from the start.

  • Payroll provider set-up
  • 1099/W-9 tracking and preparation
  • Payroll tracking and reconciliation
  • General payroll questions answered
  • QuickBooks payroll

Tax Help/Prior Year Bookkeeping

While I don’t actually prepare tax returns myself, I can help you get prepared for your taxes! I assist with tax pre-preparation, California sales tax requirements, and San Diego business license taxes.

  • Prior year tax pre-preparation
    • Fast bookkeeping catch-up services. Usually in less than a week Lux Bookkeeping can have you ready for your tax preparer, no matter how many years you are behind.
    • Get your prior-year’s bookkeeping done so you can file your taxes and be caught up once and for all!
  • Current year tax pre-preparation
    • I can help you set up your books so filing your taxes is simple and painless every year
    • Create a chart of accounts that makes it easy for your tax preparer
  • California sales tax
    • Correctly set aside tax from each sale
    • Be sure of your requirements
    • Lux Bookkeeping will help you pay accurately and on time
    • Business license tax assistance for San Diego County

Be ready for taxes on January 31st of every year!

Training

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

Training packages are completely customized to your needs, but at a minimum each training package usually includes:

  • Set-up and customization of your chosen system and chart of accounts
  • Specific training on your chosen system or software application, such as tips and tricks
  • Training and tips on bookkeeping basics, entering transactions, reconciliation, and everything else you need to know for your industry
  • Packages start with four hours of training. I have never needed more than eight hours for an in-depth focus
  • One month of FREE telephone and/or e-mail support to answer any questions that are sure to come up as you progress after our training.

Administration Assistance

I am happy to help around the office:

  • Organize your business clutter
  • Set-up and maintain a filing system
  • Digital file management and clean-up
  • Customized documents and forms
  • Light graphic design services
  • Website creation assistance