Are We the Right Bookkeeper For You?

Please review the list of questions below to see if we are a great match for your BOOKKEEPING needs.

If you can answer YES to most of the questions below, let’s get acquainted and see how we can support you with your financial requirements.


1. Do you have 25 employees or less?

2. Is your company service based, such as construction, medical, consulting, financial services, wellness, online, real estate, etc?

3. Is your gross income between $350,000 to $10 million annually?

4. Do you currently have someone that will deposit customer checks at the bank and pay your company’s bills?

5. Are you comfortable with providing us an accountant’s access to your bank and credit card online accounts so we can view the statements and check images?

6. Do you need someone to record income and expenses in QuickBooks “after-the-fact”? (For example, in July we enter & reconcile the transactions that occurred in June.)

7. Can all the bookkeeping work be done remotely/virtually? (Instead of having someone at your office.)

8. Do you check email regularly/frequently? Are you comfortable on the computer?

9. Do you want your income and expenses tracked in QuickBooks Online?

10. Do you have little to no inventory?

Did you answer YES? Take the next step and click on the button below:


Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

How the Bank Crisis Affects Sacramento Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...

Keeping Tax Records: Sacramento Small Biz Edition

If you’re doing the books, juggling the hiring, navigating supply problems, delivering work to clients, and thinking about big-picture items for the year … you might be a small business owner.If you’ve got a lot on your mind and more gets added daily? You might be a...

Leadership Development in Your Sacramento Business

 Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....

Prioritizing Employee Wellness in Your Sacramento Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people all across Sacramento are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a...

What Sacramento Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

The Why & How of Business Referrals for Sacramento Owners

Firstly, before I jump into what business referrals could mean for your Sacramento business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making...

How a Continuous Audit Helps Your Sacramento Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

EDH Tax Solutions’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

Claiming the WOTC While Hiring in Your Sacramento Business

Firstly, we are barrelling towards the March 15th deadline for corporate tax returns. There's a good chance that we'll just put you right on extension, but if you have anything you need for us to know about your situation, please do let us know...