After taking a hiatus to raise her two children, Christine decided it was time to return to the workforce. You can now find her here full time eager to assist with payroll and to answer all your questions. Whether you need assistance with implementing payroll for your company for the first time or you need to roll your company over from another platform, Christine is committed to making everything go smoothly. We have a forward-thinking style and focus on tax and financial planning to help pave the road to your financial success, both now and in the future. Bottom Line Management’s quality bookkeeping services can help small businesses in Carlsbad of all sizes and industries, with their monthly bank and credit card reconciliations and financial reporting. In 2001 I decided it was time to head out on my own, I started Bottom Line Management and for the past 23 years have been helping San Diego and North County businesses stress less by taking care of their bookkeeping needs.
We believe having a well organized and strategic set of financials is the key to prosperity for every business.
She is dedicated to helping clients achieve business success and committed to delivering tax services that meet each client’s unique goals. Our company has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from family/personal CFO service, tax management and accounting services to more in-depth services such as estate planning and financial planning. As an accounting firm, we specialize in other financial Bookkeeping Services in Carlsbad tasks, such as tax, management consulting, mergers and acquisitions. We help clients with a wide range of accounting services, including tax preparation, bookkeeping support, and general accountancy.
- This seems to be one of the most common reasons that people hold off and working with a CPA.
- “Very easy and right every time. It’s not very often you get to say you like going to do taxes, but given you have to, you might as well go to the best people equipped to handle everything.”
- Kristine was in the banking industry for 12 years before deciding to stay home with her little ones.
- There seems to be a belief that by hiring an accountant, the money you save will just disappear in the costs to pay them for their services.
- Payroll is an important part of business, especially in the eyes of its employees.
- You’ll also save time by handling things as they come, rather than waiting until the last minute and frantically looking for that document you need.
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It can also be difficult to keep track of all of your financial information you’ll want to have later on when you’re #1 priority is just staying afloat and bringing in clients or customers. By working with a financial professional, you can make sure you’re starting out on the right foot. Even if your business is already off the ground, but you’re worried about potential money troubles, we can work with you. We’re dedicated to our clients and dig deep to understand our client’s needs. We believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year.
- I enjoy letting my clients stay in their comfort zone by taking their piles of receipts and records off of their hands, that’s what a bookkeeper does.
- Hayley Craig became a part of Janet Wennes team during the firm’s first tax season in 2010.
- After graduation she relocated to Lake Tahoe where she continued to work as a controller for prominent local ski retailer.
- If you are looking for a tax professional that will spend time with you and your return and address the questions that you have regarding tax law and tax preparation look no further than our firm.
- We provide an all-in-one service that ensures our customers are not only compliant with state and federal law, but have an understanding of their financial status and a clear financial plan for their future.
- We believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year.
Get in touch with us today to learn more about how our bookkeeping and consulting services can help your business grow!
So, if you’re located in the greater San Diego or Carlsbad area, and you’ve gone years filing yourself using a software program like QuickBooks, you may be wondering what the advantage is of hiring an accounting firm. Throughout her career her focus has been in a variety of areas such as, white collar crime, financial statement preparation, audits and tax compliance. She was the lead forensic accountant of many large national financial crimes, including a $100 million Ponzi scheme. Her work included tracing laundered money around the world, recovering assets for the Federal Receiver to return to victims, and providing supporting documentation for various law enforcement agencies and attorneys. With a friendly and straight-forward point of view, our mission is to provide superior bookkeeping and tax services to our clients. unearned revenue We provide an all-in-one service that ensures our customers are not only compliant with state and federal law, but have an understanding of their financial status and a clear financial plan for their future.
- So, if you’re located in the greater San Diego or Carlsbad area, and you’ve gone years filing yourself using a software program like QuickBooks, you may be wondering what the advantage is of hiring an accounting firm.
- Our Carlsbad location has been awarded the Community Impact Award by the Carlsbad Chamber of Commerce for its local philanthropy and beach clean-ups.
- You can rest assured that each team member you speak with at JL Wennes will do their very best to provide you with the answers and assistance you are looking for within the time frame you need it.
- Founded in 1991, Cardin and Company is located in the beautiful coastal city of Carlsbad in San Diego’s North County.
- She is familiar with different accounting software, QuickBooks online and desktop, and Xero.
Payroll is an important part of business, especially in the eyes of its employees. Bottom Line Management will manage your payroll accurately and efficiently, making sure your employees are paid on time. Founded in 1991, Cardin and Company is located in the beautiful coastal city of Carlsbad in San Diego’s North County. Though miles from downtown, we offer the same acumen and sophistication of the big law firms there. I worked my way through CSU Chico, taking accounting-related jobs wherever I could, and earned a Bachelor of Business Administration, Finance degree in 1990.
Sales Tax & Workers Comp Audits
We have built a tax preparation business on taking care https://www.bookstime.com/bookkeeping-services/lincoln of our clients and will be happy to walk you through the sometimes complicated world of tax preparation. Hayley Craig became a part of Janet Wennes team during the firm’s first tax season in 2010. She specializes in small business and individual tax return preparation as well as assisting new clients with resolution of tax matters. As part of the JL Wennes CPAs team, she also helps with financial statement preparation services, tax planning, and payroll.
Best Accounting Firms in Carlsbad, CA
Since opening her doors in 2009, many of her prior employers are now her clients. As your accounting team, we make sure someone is here to help you and answer your questions during normal business hours, year-round. I enjoy letting my clients stay in their comfort zone by taking their piles of receipts and records off of their hands, that’s what a bookkeeper does. I make sure everything balances to the penny every month, and when I complete their year, I put everything into a neat financial package that’s ready to go for their CPA. I’ve always loved math; I love calculating and coming to the correct answer every time. When I took an accounting class at Carlsbad High School, I knew from then on that’s what I wanted to do, and I’ve been working in the accounting & bookkeeping field ever since.
We take a proactive approach to this process and will stay in contact with you throughout the year. This keeps things from feeling overwhelming or stressful, by keeping records up to date. You’ll also save time by handling things as they come, rather than waiting until the last minute and frantically looking for that document you need. It’s about making your life easier so you can focus on the things that matter most. She brought with her over 25 years of bookkeeping experience working in many industries and recently became a certified tax preparer to assist in tax preparation during tax season.