Guiding You to Financial Success

We look for opportunities to help you meet your accounting needs and goals so that you can have the business you always dreamed of.

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What We Offer Our services are tailored to fit your unique business needs.

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Accounting

We provide bookkeeping, outsourced controller, payroll, and QuickBooks services for small and mid-sized businesses.

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Tax Preparation

We’d love to help you with income tax preparation, filing, and planning, sales tax, franchise tax, and business tax needs.

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Advisory Services

Our advisory services are focused on helping you improve cash flow, profitability, wealth, and your business success.

About Us We enjoy getting to know our clients and delivering personalized service. We look forward to meeting you!

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Client Testimonials

“Sandra and her “crew” are super! Putting together a website is a task, finding the right individual or company is even more complex. I did my search around looking for this particular company who could best optimize my web site. They are very helpful and knowledgeable!”

Vicki Allely
Vicki Klein Allely Bookkeeping Services LLC

“I’m ecstatic about my new website! Sandi and her team did a great job in setting it up. I applaud their professionalism and work style. The content is fresh and rich; the images and links are great! I will definitely recommend your services.”

Flora Oni, EA
Eftex Tax Solutions

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6965 El Camino Real #105
PMB 683
Carlsbad, CA 92009