Expert Bookkeeping Services for Small Business

When should I hire a bookkeeper?

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

  1. I’m never ready for tax season and I am stressed
  2. My CPA is charging me too much to correct my books
  3. I’m missing tax deductions at tax year end

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

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!

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