Bookkeeping Services Encinitas | Brodsky Professional

What Our Bookkeeping Service Covers

We handle the recurring work that keeps your financial picture accurate and current, so nothing is reconstructed from a shoebox of receipts at year end.

‍

Monthly transaction categorization and bank and credit card reconciliation
Accounts payable and accounts receivable tracking
Profit and loss statements, balance sheets, and cash flow reporting
Sales tax tracking and filing support for retail and service businesses
Payroll coordination, including contractor payments and year end forms
Clean handoff of your books into tax season, since we prepare the return too

‍

You can see the full scope of our accounting and bookkeeping services and how the pieces fit together.

Double Entry Accounting, Done Properly

We build every client's books on true double entry accounting rather than a running list of deposits and withdrawals. That means every transaction hits two accounts, the balance sheet actually balances, and errors surface within the month instead of eleven months later.

‍

It matters more than it sounds. When you go for an SBA loan, bring on a partner, or get a letter from the state, a clean set of double entry books is the difference between answering in an afternoon and spending three weeks rebuilding a year of history.

Audit Ready All Year, Not Just in April

Most owners search for small business bookkeeping in a panic, usually in March. We would rather you never have that March. When the books are reconciled monthly and the documentation is filed as it comes in, a notice from the IRS or the California Franchise Tax Board turns into a routine response rather than an emergency.

‍

That year round posture also feeds better decisions. Our tax planning and representation work depends on knowing where your numbers actually stand in August, not guessing from last year's return. Owners who keep current books usually find deductions and timing moves that are simply gone by December 31.

Why Encinitas Owners Outsource Their Books

Nearly every owner we meet started out doing the books themselves. It works until it does not, usually around the point where a few hours a month becomes a full weekend and the categorization gets sloppy.

‍

Handing that off buys back the hours you should be spending on customers, plus a second set of trained eyes on your numbers. When you outsource accounting service work to us, you also get someone who catches the small problems, a duplicated vendor, a misclassified equipment purchase, an owner draw recorded as an expense, before they become a restated year.

You Work With Our Partners Directly

Our team brings more than forty years of combined experience, and you deal with the people doing the work. John Brodsky, our founding partner, and Nicole Griffith, partner, are both hands on with client accounts rather than names on a website.

‍

Initial consultations are free, and we quote pricing upfront so you know what you are paying before we begin. No surprise invoices, no hourly meter running every time you call with a question. We also support Encinitas clients on the personal side, including personal tax services in Encinitas, which keeps your business and individual returns coordinated instead of working against each other.

Let's Get Your Books in Order

If you are looking for bookkeeping services in Encinitas and you would rather spend your weekends somewhere other than a spreadsheet, we would like to hear about your business. Get in touch for a free consultation and we will walk through where your books stand and what it would take to keep them current, with an upfront quote before any work starts.

Frequently Asked Questions

How often should my books be reconciled?

Monthly, for almost every business. Reconciling monthly keeps errors small and gives you reporting you can actually act on during the year rather than a retrospective at tax time.

Do you work with the accounting software I already use?

Yes. We work in the common cloud platforms and can pick up an existing file, clean up what is there, and carry it forward. If you are still on spreadsheets, we will help you move to something that scales.

Can you handle bookkeeping and my tax return together?

That is how we prefer to do it. When the same firm keeps the books and prepares the return, nothing gets lost in translation between two providers, and planning conversations happen with current numbers in front of us.

My books are a mess from previous years. Can you still help?

Yes, and it is a common starting point. We do cleanup and catch up work to bring prior periods current, then put a monthly process in place so it does not happen again.

Do I have to come to your office?

Not unless you want to. Most of our Encinitas clients work with us remotely with documents shared securely, and we are a short drive up the coast in Carlsbad whenever an in person meeting makes more sense.

Bookkeeping Services in Encinitas

Bookkeeping Built Around Encinitas Small Businesses

Tax & Accounting Services We Offer