SMALL BUSINESS ACCOUNTING · BEVERLY HILLS

Small business accounting in Beverly Hills — a boutique CPA firm on your books.

Monthly close in QuickBooks Online, reviewed by a CPA. Payroll through ADP. Bills through Bill.com. Tax done in-house on ProConnect. One monthly price. Never outsourced overseas.

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What we do

We are a boutique Beverly Hills CPA firm at 256 South Robertson Blvd, Suite 206 — a few blocks from the Beverly Hills business corridor, and a short walk from most BH-based professional-service firms and design showrooms. We have been running small business accounting in this neighborhood since 2008.

The small businesses in Beverly Hills are not the small businesses in a suburb. Partner-owned law firms with capital accounts and profit interests. Medical and dental practices with associate compensation and equipment financing. Wealth advisory offices with fee income and expense reimbursements to review. PR and creative agencies with retainer revenue and 1099 stringers. Design showrooms with inventory and consignment. Boutique retailers with multi-state sales tax exposure. Each has quirks a generic bookkeeping mill will miss.

Here is what monthly small business accounting looks like:

- QuickBooks Online monthly close — reconciliations, accrued expenses, prepaid amortization, revenue tie-outs, and a locked period so numbers stop shifting. - CPA review before delivery. A licensed CPA signs off — not a bookkeeper checking a bookkeeper. - Payroll coordination through ADP. Tax filings, W-2 / 1099 year-end, direct deposit, GL integration. - Bill pay through Bill.com. Approval routing, audit-logged history, vendor management. - Monthly reporting package — P&L, balance sheet, cash flow, plus a short written summary of what changed and what to watch. - Year-end straight into tax. Books hand off to our tax team on ProConnect — same firm, no re-explaining, no re-uploading.

One monthly price. No hourly CPA fees. All staff U.S.-based. We never send your private data to foreign countries. 24/7 access to your financial data via QuickBooks Online.

Who this is for

Boutique law firms with partner draws, capital accounts, and trust account reconciliations (IOLTA).
Medical and dental practices with associate compensation, equipment financing, and multi-provider W-2 / 1099 mixes.
Wealth advisors, RIAs, and family office firms needing books that stand up to compliance review.
PR, marketing, and creative agencies with retainer income, project accounting, and 1099 contractor payments.
Boutique retailers, design showrooms, and consignment businesses with inventory and multi-state sales tax.
Restaurants and hospitality with class/location tracking and tip pool accounting.

Deliverables

Monthly close on QuickBooks Online, CPA-reviewed, fixed calendar day delivery.
Bank and credit card reconciliations for every account, monthly.
Payroll coordination through ADP.
Bill pay through Bill.com with approval routing.
Monthly reporting package — P&L, balance sheet, cash flow, KPI tracking, month-over-month commentary.
Annual tax return — federal, California, and multi-state on ProConnect.
Sales tax and 1099 compliance through Avalara / TaxJar and year-end 1099 filing.

Frequently asked

Q: Why choose a Beverly Hills–based CPA firm over a national provider?

A: Proximity matters when the work is complicated. We are five minutes from most Beverly Hills clients. Named partners answer the phone. When something breaks, an in-person meeting is on the calendar the same week — not a Zoom in three.

Q: Do you serve BH businesses with California-only operations?

A: Yes — that is the majority of the practice. California-focused federal + state work, California sales tax, California LLC and franchise tax coordination. Multi-state is handled when it comes up.

Q: What business size fits?

A: Roughly $500K–$5M in revenue. Below that, a part-time bookkeeper is often more efficient. Above that, the engagement usually shifts into outsourced accounting with controllership or outsourced CFO services.

Q: Can you handle trust account (IOLTA) reconciliations for a BH law firm?

A: Yes. IOLTA reconciliation, three-way reconciliation to the trust ledger, and the California State Bar Rule 1.15 compliance checks are standard scope for the law-firm engagements we run.

Q: What is the fee structure?

A: One monthly price. No hourly meter on the recurring work. Fee depends on transaction volume, entity count, and reporting complexity. Cleanup and one-time projects are quoted separately.

Q: Is the team U.S.-based?

A: Yes. All staff U.S.-based. We never send your private data to foreign countries. Enterprise security through Egnyte (SOC 2), Bill.com (audit-logged), and role-based access on every system.

Beverly Hills small business accounting, done by a CPA firm.

Monthly close on QuickBooks Online. CPA-reviewed. Payroll, bill pay, and tax under one roof. One monthly price. Thirty-minute consultation.