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Bookkeeping Services in San Diego, CA

As a small business owner you have more important things to do than to keep your own books. As one of the top tax preparation firms in San Diego you can trust us to expertly manage your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you...


These tasks form the solid foundation of your small business AccountingBookkeeping system. You can customize the package of San Diego tax services you receive by adding payroll, tax planning, tax preparation, or any of our other services including Quickbooks support .

Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, AccountingBookkeeping, and taxes up-to-date.

Having us reconcile your account each month allows you to...

  • Identify lost checks, lost deposits and unauthorized wire transactions.
  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
  • Detect and prevent embezzlement of funds from within your company.
  • Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
  • Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
  • Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.
  • Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.

Income Statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

An income statement allows you to...

  • Track revenues and expenses so that you can determine the operating performance of your business.
  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

Balance Sheet

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.

A balance sheet helps you...

  • Quickly get a handle on the financial strength and capabilities of your business.
  • Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
  • Determine if your business is in a position to expand.
  • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
  • Determine if you need to take immediate steps to bolster cash reserves?
  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage?

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.

Maintaining a Clean General Ledger

The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.

Contact Paramount Tax & Accounting Rancho Bernardo if you'd like to receive a Free Consultation on our Small Business AccountingBookkeeping Service.

Easy Online Booking

Get started with Paramount for your tax services in San Diego, CA, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Rancho Bernardo

Easy Online Booking

Get started with Paramount for your tax services in San Diego, CA, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Rancho Bernardo
Request Appointment

Bookkeeping cpa San Diego

I cannot recommend Max highly enough! He took my phone call on the very first day I contacted Paramount Tax & Accounting and was immediately kind and compassionate despite a busy tax season! He went above and beyond in assisting me with a particularly complicated tax situation. Max spent over two hours on the phone wi...
— Michelle Farkas, Posted April 26th 2024 on google
Max at Paramount has been not only patient and kind but incredibly diligent, fast and thorough in completing our taxes. The process was simple and seamless and we are receiving a much better return than we expected 👏🏼👏🏼👏🏼. He also took time to go over the future as well as look into some previous year...
— Leanne Roesink, Posted April 1st 2024 on google
Max was very informative & made the process very easy!!!! I'm glad I chose this place to do my taxes.
— Veronica U, Posted March 21st 2024 on google
Max is wonderful. Glad to have him in my corner. Highly recommended.
— Linda W, Posted January 10th 2024 on google
I recommend Max if you're looking to save on taxes. He's very knowledgeable and easy to work with.
— Melissa Smith, Posted January 10th 2024 on google
Great practice with great service.
— Parker Hilton, Posted January 10th 2024 on google
Max does an outstanding job! Highly recommended.
— Don Williams, Posted January 10th 2024 on google
Great tax preparation location! Recommended!
— Rafael Chiquito, Posted January 10th 2024 on google
Max is fantastic! Very knowledgeable and dedicated to his clients. Highly reccomend.
— Michael Gutierrez, Posted January 9th 2024 on google
Great team great organization You need to meet these people.
— cpacollins, Posted January 9th 2024 on google
Paramount tax and accounting was great getting my taxes done, max was really knowledgeable and saved me a lot of money. I will recommend them to my friends and family.
— Pat Peters, Posted January 9th 2024 on google
Best place to do your taxes! Extremely knowledgeable about all things tax. I love working with Max!! He really knows what he's talking about. I look forward to working with him for years to come.
— Dave Southwick, Posted January 9th 2024 on google
Very responsive and super happy I worked with them for my taxes. Will definitely come back and use accounting services in the near future.
— Jessica Talbot, Posted October 27th 2023 on google
Awesome work! Thanks guys!! Go to them for your tax needs!!
— Xavier Karam, Posted September 30th 2023 on google
Elisabeth and Max were extremely helpful! They are very sharp individuals and always put their clients needs first!
— raquel cifuentes, Posted September 24th 2023 on google
As a small business owner, taxes and accounting can be extremely scary. I consider myself extremely lucky to have found max and Elisabeth early on to handle all of my accounting inquiries. They’ve been most attentive to my countless questions and concerns and would recommend them 10/10.
— Kylie Ramirez, Posted September 23rd 2023 on google
Excellent service! I would recommend to anyone looking for honesty and reliability
— Rotha Dornes, Posted September 21st 2023 on google
Professional and reliable. You can’t beat Max and the Paramount Tax team!
— Denise Tumlinson, Posted September 19th 2023 on google
After taking the plunge and becoming fully self-employed last year, the thought of filing my taxes alone was daunting to say the least. With a fairly complex financial situation, and a lot of gray areas to navigate, I definitely knew I would be needing extra help. Max did a great job and even helped to make sure I’ll...
— Aria Jackson, Posted September 15th 2023 on google
Very friendly and knowledgeable. Tax season stresses me out but Max made it super easy. I will definitely be returning next year. Thank you Max and everyone else at Paramount!
— Liz T., Posted September 14th 2023 on google
San Diego, CA Tax Review

Free 3-Year Tax Review

We review 3 years back to find errors / missed deductions.

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Paramount Experience


Many people do not know how a professional tax firm differs from a tax preparer. The main difference when working with a professional tax and accountingbookkeeping firm, such as Paramount Tax & Accounting Rancho Bernardo, is that our firm utilizes the services of licensed professionals.

Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 firm in San Diego. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Rancho Bernardo!

Free Consultation 858-299-1134

Upgrade to Tax & AccountingBookkeeping Firm


Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accountingbookkeeping firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accountingbookkeeping firm utilizes licensed professionals, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax & Accounting Rancho Bernardo a call or visit our tax and accountingbookkeeping firm in San Diego for a free consultation.

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Why Choose Paramount Tax & Accounting Rancho Bernardo?

San Diego, CA Tax Services

Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

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