Core Services

SMALL OR HOME BUSINESSES

Do you dread tax season? Are your books in the proverbial shoebox?

Good bookkeeping is paramount to avoid problems during tax time. There are deductions you should avail yourself of which will save you tax dollars.

If you're constantly wondering how your business is doing...or overwhelmed with keeping finances in order while trying to grow your business, Laguna Numbers is for you. We take the stress away so that you can attend to your client's needs.

We service independent consultants:

Web designers, Graphic designers, Programmers, IT Security, Bloggers

AUDITS & COMPILATIONS

Organization & compilation of financials (credit cards & checking accounts reconciliations, AP/AR, preparation of Balance Sheets & P&Ls & other reports as necessary) for tax preparation, tax audits, the sale of a business, or for Divorce or Child Support Court Cases.

BOOKKEEPING FOR TRUSTS

Executor of a Family Trust?

Are you aware of the responsibility concerning the disbursement of the Trust’s funds?

Laguna Numbers will help you keep the most accurate records, making sure that the Trust is in compliance with all fiscal requirements.

You will have one less issue to deal with regarding your loved one.

SENIOR'S SERVICES

Laguna Numbers is one of few bookkeeping services serving our senior
communities with professional accountability. A caregiver or a “new friend” may be a risky option. We are able to provide a practical and cost-effective alternative.

We can help set up and maintain records though a simple filing system, making sure to keep only what is important. Documents should be kept in a safe and organized manner, not on the kitchen table (or worse).

We will sit with you to open mail, write checks (or online payments) and organize documents and papers.

REAL ESTATE ACCOUNTING

Laguna Numbers owner has honed her bookkeeping skills during 30 years of Regional Property Management, handling commercial & residential units. Such experience provides great insight into maintaining proper accounting, paying attention to repair bills, late charges and all issues which arise with owning income property.

We specialize in small businesses, keeping your books (particularly the all-important expenses) organized. With one glance at your books, you will see the whole picture!

Other Services

Monthly Bookkeeping

On an ongoing basis, Laguna Numbers will handle the full range of duties necessary (i.e.: credit cards & checking accounts reconciliations, management of cash flow, AP/AR, preparation of Balance Sheets & P&Ls) to maintain the monthly books, making sure that close relationships with client’s CPAs or Tax Preparers are established.

Maintenance & Upkeep

Assist in the methodizing and upkeep of your bookkeeping (monthly, quarterly or yearly), either business or personal.

Tailored to Your Needs

We can go to your office, we can pick up the work and do it at our office, and we can connect to your computer and do the work remotely through a service that Laguna Numbers subscribes to, (encrypted, safeguarded and completely secure connections) at no extra cost to you.

Referrals (Accountants and Attorneys)

We work very closely with our client’s accountant, tax preparer, or attorneys by always being available for any questions or needs relating to our clients books. We complete our assignments on time even under short time notice.