Bookkeeping

Bookkeeping by CD&D Associates

Contact us directly at 805 668-6069 or via-email at cdanddassociates@gmail.com

Do you want a clear aspect of your finances?  Let us handle this for you every month!

Pick one of our plans that works best for your business!

Growing Package $695.00/Monthly

For sole proprietors and LLCs 

  • Monthly Income and Expense Categorization
  • Monthly credit card transactions and reconciliation
  • Monthly bank reconciliation
  • Monthly Profit & Loss report

Essential Package $1295.00/Monthly

For Growing Businesses

  • Monthly Income and Expense Categorization
  • Monthly credit card transactions and reconciliation
  • Monthly bank reconciliation
  • Monthly Profit & Loss report
  • Graph reports
  • Annual 1099 NEC filings
  • Payroll and payroll management (up to 5 employees) 25.00 for ea. additional
  • Communication with your CPA
  • Bill Pay & Accounts Payable

Established Package $2495.00/Month

For established businesses

  • Monthly Income and Expense Categorization
  • Monthly credit card transactions and reconciliation
  • Monthly bank reconciliation
  • Monthly Profit & Loss report
  • Graph reports
  • Annual 1099 NEC filings
  • Payroll and payroll management (5 to 10) 25.00 for ea. Additional
  • Communication with your CPA
  • Bill Pay & Accounts Payable
  • Accounts Receivable
  • Pay estimated tax payments
  • Prepare & File CA Sales Tax Report

Add on Bookkeeping Services

Company set-up          $500.00

When should I hire a bookkeeper?

If you answer yes to any of these questions, it’s likely time to hire a bookkeeper.

I’m never ready for tax season and I am stressed

My CPA is charging me too much to correct my books

I’m missing tax deductions at tax year end

Bookkeeping by CD&D Associates

Contact us directly at 805 668-6069 or via-email at cdanddassociates@gmail.com