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Working with Financial Documents

Services

Bookkeeping

Bookkeeping is the process of systematically recording, classifying and tracking financial transactions to provide an accurate picture of a company's financial activities. It involves the recording of financial transactions in a set of books, such as a journal and a ledger, and the use of accounting software.

The goal of bookkeeping is to maintain accurate and up-to-date financial records that can be used to produce financial statements, such as an income statement and balance sheet, and to comply with legal and tax requirements.

Bookkeeping provides the foundation for the higher-level work of accounting and finance, and is an essential aspect of running a successful business.

Startup Development Team

Software Setup

 

We can help set-up your new financial/payroll software and integrations. We can also perform conversions from one system to another so you can stay on the right track.

Retail Management

 

Let us help you get your inventory process in order!

We will analyze your unique situation in order to help you integrate the best Inventory management system to maintain accurate inventory.

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Training

 

We offer group and one-on-one training services for

  • QuickBooks Desktop

  • QuickBooks Online

  • QuickBooks Online App Integrations

  • Bookkeeping training from Accounts Payable to Accounts Receivable, bank reconciliations, sales tax filing, and more. 

Retail Integrations

 

We offer Bookkeeping integration with

  • Shopify

  • Square

  • Oother Merchant Accounts & POS systems

    To keep your business running smoothly!

Payroll Services

 

We provide payroll processing and related bookkeeping support, including recording payroll transactions, maintaining payroll records, and coordinating payroll information with applicable payroll providers.

 

Our payroll services are administrative and bookkeeping services. We do not provide tax advice or tax planning.

DIR Compliance & Prevailing Wage Reporting 

 

DIR Contractor Registrations, assistance with wage determinations, weekly reporting, monthly payment of training funds, and more.

Let us take the burden of DIR reporting off of your hands!

Forms 1099

We assist businesses with the preparation and submission of required 1099 information based on client-provided records and information. 

Our 1099 services are limited to administrative preparation and filing assistance. We do not provide tax advice or determine a client's tax treatment for filing obligations.

Sales Tax

 

We provide administrative assistance with sales tax filing and related recordkeeping based on information provided by the client. Our services may include organizing sales information, preparing filing information, and assisting with the submission of required returns and payments.

 

We Offer

  • Quarterly Processing

  • Monthly Processing

  • Annual Processing

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Hours

Monday — Friday
9:00 am — 6:00 pm

Saturday — Sunday
By Appointment

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Contact Us

Susan@centralvalleyaccounting.com


13061 Rosedale Hwy, Suite G431

Bakersfield, CA 93314

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© 2024 Susan Sugg, Inc. dba Central Valley Accounting. Powered and secured by Wix

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