Site Content

Services

image21

Full-service accounting, bookkeeping, bill paying, payroll and money management.  401k and Defined Benefit Plan compliance.  Financial Statement reporting.  Audit work.  Forensic Accounting.  Trust and Estate accounting.  Commerical and Residential Income Property Management.

Federal, State and local compliance reporting.  We work together as a team with your CPAs, Financial Planners, Estate Planning Attorneys, Business advisors, Investment Advisors and Insurance Agents.

Testimonials

image22

 Lisa has consistently provided accurate and reliable accounting, bookkeeping and financial analysis to my clients for over 20 years, and I continue to recommend her services to those seeking a high level of service. 

Jack Brkich III, CFP

JMB Financial Managers, Inc.


 Lisa is a focused business woman that has the ability to see through the noise and help people solve their problems. Her listening skills are excellent, and she is able to help clients deal with issues quickly while still being able to maintain a relaxed and fun demeanor. I have seen Lisa in action and highly recommend her. 

Steve Figgins, Principal

EKI Environment & Water, Inc.

Frequently Asked Questions

image23

We service individuals and businesses up to 7 million in gross revenues.

We provide basic bill paying and check writing all the way through to complete financial reporting, Federal, State and Local compliance and audit assistance should you need it.  Forensic accounting and estate and trust accounting are available as well.

Clients are billed hourly in most  cases and rates are based on the complexity of each client's unique needs.

How Can We Help YOU?

image24

Managing your Money

Feeling Unsettled, Disorganized or Directionless about your Bills, Paperwork and Financial Goals?


How about your Business finances or your income property?

image25

Simplify Your Life

Streamline management of your personal and business finances.  Free up time to focus more on your business and personal goals or to spend more time doing what you love. 

image26

We Can Help you Get There!

We have been working with individuals and businesses since 1985 to efficiently and effectively manage their money and finances.  We can help YOU find balance.

Contact Us

How Can We Help You?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Better yet, see us in person!

We love our clients.  Please feel welcome to request a meeting at your home or office.

The Organization, Ink.

Orange, Riverside & San Bernardino Counties, California

(949) 422-7218

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed