Accounting & Bookkeeping

Bookkeeping is one of the most important areas of running a business in order to be successful. Bookkeeping, however, can be a very time consuming and complicated task. At Allen & Ortega, our dedicated staff is committed to eliminating the stress of bookkeeping by providing necessary training or maintaining your revenues and expenses for you. By allowing us to maintain your books we can provide you with timely and accurate financial records anytime throughout the year. At our firm we focus on the details of your business so you can focus on the daily operations. We work with our clients on a monthly or quarterly basis.

We offer a wide variety of services such as:

  • QuickBooks setup, training, and assistance
  • Bank reconciliations
  • “Cleaning up” your books
  • Unlimited consultations
  • Financial statement preparation
  • Compilations, Reviews, and Audits
  • Sales tax preparation