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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
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Bookkeeping cpa San Diego

I had a fantastic experience working with Max at Paramount Tax Accounting. He was incredibly helpful in assisting me with amending my tax return. I especially appreciated the message reminder throughout the process. Scheduling an appointment and submitting documents was very smooth making the entire experience stress-f...
— Alex C C, Posted December 5th 2024 on google
Always a pleasant experience with everyone at Paramount. Professional and always able to accommodates with appointment times, date and through Zoom. My whole family has been working with them for years and there is a reason we all keep coming back.
— Stephanie Anaya, Posted October 2nd 2024 on google
Max has been incredible to work with. He's very responsive, listens well and answers all my questions. He's knowledgeable about all things taxes and helped us save a ton of money. I highly recommend him.
— Nanc T, Posted October 1st 2024 on google
Max has a great eye and is an all around great guy! Very communicative and inquisitive during my onboarding process, Max listened very well. I never felt rushed, which was important to me as finding an astute tax professional has been difficult for me in recent years. While going through my LLC accounting, Max caught a...
— Craig Sem, Posted September 28th 2024 on google
I’ve been working with Paramount Tax & Accounting for years, and I can’t speak highly enough of their professionalism, attention to detail, and expertise. They have been an absolute game-changer in managing both my personal and business finances. From the very beginning, took the time to understand my unique needs...
— Mehrnoush s, Posted September 25th 2024 on google
I came to Paramount as a new client close to the tax deadline after some confusion with Turbo Tax Experts. Max accepted me as a client, cleared up the confusion very easily, and got my returns done in no time. Pricing was transparent and affordable. Max seems very knowledgeable - I’m very impressed and happy that I f...
— Naomi Wentworth, Posted September 10th 2024 on google
This is a company you want on your side. Max was always available for any questions I had, and I had a lot. Super knowledgeable and I highly recommend him for any of your tax needs. Paramount Tax & Accounting in my new go to. Thanks again for helping me with my million questions. 😊
— Irene Dolan, Posted September 6th 2024 on google
Max made our tax experience so streamlined and easy. We appreciated his transparency and advice, and my wife and I will definitely be recommending Paramount Tax and Accounting to everyone we know!
— Rajinder Watts, Posted September 5th 2024 on google
I had a great experience working with Max. He explained things very well and took the time to make every detail understandable.
— Tim Lindberg, Posted September 5th 2024 on google
Started my own business in 2023 and needed help through the tax process. Max at Paramount was super helpful and promptly answered all my questions via phone call, text or email. Made the process super easy. Outstanding customer service and Tax Knowledge. Thanks Max!
— Robby Boruff, Posted September 5th 2024 on google
Max was excellent at explaining the process of my personal (and business partnership) tax filings. He is kind and professional. He was able to work around our schedules and put our minds at ease. He’s very responsive to communication requests and never rushes our conversations. We are happy with his competitive fees...
— Lisa Pinzauti, Posted September 5th 2024 on google
As a small business owner, I wish I had discovered Max at Paramount many years ago. Not only did he help me streamline my own process, but he provided valuable insights to the tax filing process. He helped me set up my LLC, got me refunds on previous years that I had filed improperly, and set me up for the years going ...
— E. Liu, Posted June 17th 2024 on google
Max has incredible knowledge and experience to help you make the most of your tax situation. I give him my highest recommendation!
— ALIVE Solar & Roofing, Posted June 7th 2024 on google
Best tax preparation process I have ever had. Gave me an in depth explanation of the process and put my mind at ease. 100% recommend!
— Noah Chase, Posted June 7th 2024 on google
Max and his team are the consummate tax professionals! It feels good to know you are backed by a hardworking and highly ethical team! We highly recommend their services.
— Ryon Lee, Posted June 1st 2024 on google
My business partner and I were seeking an informative and patient individual to assist us with filing taxes for our new small women-owned business, both personal and professional. Fortunately, we found the perfect match. Not only was Max knowledgeable, but he also demonstrated exceptional patience, guiding us through e...
— Claudette Snow, Posted May 30th 2024 on google
They are not only tax advisors, but more importantly they are Tax Planners! With competitive pricing and a experienced team, they helped me pay less in taxes and get a higher return!
— Christian Rivera, Posted May 29th 2024 on google
Max is a great at his job and is easy to work with. Highly recommend!
— Dan Hutchins, Posted May 29th 2024 on google
I had a fantastic experience working with Max at Paramount Tax for my tax filing this year. Their expertise and attention to detail made the process seamless. They patiently walked me through each step, ensuring I understood everything along the way. What sets Paramount Tax & Accounting apart is their personalized app...
— Jessicia Babb, Posted May 29th 2024 on google
Max Warford of Paramount Tax and Accounting-Rancho Bernardo is professional and shares his tax saving knowledge clearly for his clients I highly recommend scheduling a consultation appointment with Max for him to review your current tax returns and tax planning strategies. You will be amazed at the savings nuggets he...
— Rosemarie J. Litoff, Posted May 28th 2024 on google
San Diego, CA Tax Review

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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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San Diego, CA Tax Services

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