Bookkeeping ยท Costa Mesa, CA
Bookkeeping services in Costa Mesa that hold up when someone checks
Costa Mesa businesses range from 17th Street shops to design studios, contractors and startups near South Coast Metro. Whatever the business, the books need to reconcile, the sales tax needs to be right, and the report needs to arrive every month.
- Books reconciled to the bank every month
- Sales tax filed on the Costa Mesa combined rate
- Clean records for lenders, landlords and investors
- Profit and loss report every month
- Represented by an Enrolled Agent if the IRS or CDTFA asks
Call (714) 462-8098 or use the form.
Book a free consultation
Tell us a little about your business. Kathy or a team member replies within one business day.
Costa Mesa has an unusually wide mix of small businesses for one city: independent shops and restaurants on 17th Street and in the Eastside, design studios and agencies, contractors and auto specialists on the Westside, and startups and professional firms near South Coast Metro. What they share is the moment when someone, a lender, a landlord, a partner or an auditor, asks to see the books. Ours are built to be ready for that.
Bookkeeping for Costa Mesa businesses
Reconciled to the bank, every month
Every account matched to its statement, every transaction categorized, with a balance sheet that holds up. A one-page profit and loss report follows each month.
Financials when you need them
Loan applications, lease renewals and investor conversations need a current profit and loss statement and balance sheet. With monthly reconciled books, they are ready the day you ask.
Sales tax at the Costa Mesa rate
Costa Mesa’s combined sales tax rate applied to your taxable sales and filed with the CDTFA on your assigned schedule. Resale and exemption certificates kept on file.
Represented if someone asks
Kathy Nguyen is an IRS Enrolled Agent. If the IRS, the Franchise Tax Board or the CDTFA sends a notice, she responds for you with the records already in order.
- 9 milesOur office is nine miles away in Garden Grove. Costa Mesa clients mostly work with us remotely.
- Startup setupChart of accounts, registrations and a monthly routine from month one.
- Lender-readyProfit and loss and balance sheet available whenever a bank or landlord asks.
- Fixed feeA monthly figure agreed before we start.
How it works
- ConsultationFree, by phone or video. We look at your current books, your systems, and what you need the numbers for, then quote a fixed fee.
- SetupBank and card feeds connected, chart of accounts built for your business, prior months caught up and reconciled.
- MonthlyStatements and receipts in, reconciled books and report out, sales tax and payroll filed on schedule.
Who we work with in Costa Mesa
Retailers and restaurants on 17th Street and in the Eastside, design, marketing and creative studios, contractors, auto and specialty shops on the Westside, fitness and wellness businesses, and startups and professional firms around South Coast Metro and the Bristol corridor. Owner-run businesses with one to twenty employees are our usual client; first-time founders are common.
Areas we serve from here
Eastside and Westside Costa Mesa, the 17th Street corridor, Mesa Verde, South Coast Metro and the Harbor and Newport Boulevard corridors, plus nearby Newport Beach, Irvine, Santa Ana, Fountain Valley and Huntington Beach. Full list on the service areas page.
Book a free consultation
Call (714) 462-8098 or send the form above. We reply within one business day.
Questions clients ask us
We are a startup in Costa Mesa. Do you work with new businesses?
Yes. We set up the chart of accounts, registrations and a monthly routine from the first month, so the books are clean when you need financing or bring on a partner.
Can you prepare financials for a loan or lease application?
Yes. Reconciled monthly books mean a profit and loss statement and balance sheet are ready whenever a lender or landlord asks for them.
Do you come to Costa Mesa?
Our office is in Garden Grove, about nine miles away. Costa Mesa clients mostly work with us remotely and meet in person for the year-end review or when something needs a face-to-face conversation.
Talk to a bookkeeper who knows Costa Mesa
Book a free consultation with Kathy Nguyen, EA. We will look at where your books stand today and tell you plainly what it would take to get them current and keep them that way.