Jun-24-2025
SoCal Tax Shield
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Bookkeeping / Accounting

Bookkeeping isn’t just the recording of sales and expenses or reconciliations of bank and card accounts anymore. As technology has taken on more of the labor intensive tasks of bookkeeping, it is even more important to ensure you work with a professional who earns their fees through essential services. For SoCal Tax Shield, regularly tracking key metrics, often reviewed by tax agencies/auditors, can save clients from the stress and financial burden of an audit.

Bookkeeping services includes:

  • QuickBooks/Xero online integration
  • Recording of sales and expenses
  • Bank and card reconciliations
  • Accounts receivable and payable
  • Cash flow analysis
  • Financial statement preparations
  • Industry specific reports
  • Expense tracking
  • Trend analysis
  • Year end closing the books