Bookkeeping, Payroll and Tax Services for Orange County Small Businesses

Rent Eats Margin

Office asking rent in Newport Beach hit $3.93 per square foot per month in 2026, with Irvine at $3.14. When lease costs quietly consume a third of gross revenue and overhead is lumped into one bucket, no one can see which location is profitable.

Pricing Pressure

Orange County's $16.3 billion tourism economy means retail and hospitality customers compare prices instantly across Anaheim, Santa Ana, and every city between. Every dollar of untracked waste is a dollar you cannot compete on.

Blind to Unit Performance

Multi-location operators rarely know which unit carries the business and which one drags it down, because rent, labor, and overhead get dumped into a single account instead of split by location.

Bookkeeping

Monthly reconciliation, clean P&L and Balance Sheet, and a year-end tax-ready package delivered by the 15th. We allocate overhead by location so you can see which unit survives when Newport Beach rent runs $3.93 a square foot and Garden Grove runs half that. Inventory turns and COGS stay honest for retailers and manufacturers alike.

• Location-level overhead allocation
• Inventory & COGS reconciliation
• Year-end tax-ready package

Payroll

Direct deposit, tax filings, W-2s and 1099s handled on time, every time. We run tipped-employee payroll for restaurants and hotels across the county's $16.3 billion tourism economy, and handle production and engineering staff payroll for medical device manufacturers in the Irvine corridor.

• Tipped-employee payroll
• Production staff payroll
• W-2s & 1099s

Tax Preparation

Proactive tax planning that keeps you compliant while lowering your bill. We flag R&D credit eligibility for the medical device and hardware firms that anchor the Irvine cluster, and structure multi-jurisdiction sales tax correctly for retailers selling across Orange County's 34 cities.

• R&D credit for manufacturers
• Multi-jurisdiction sales tax
• Year-round strategy