Services

Orange County Consulting & Bookkeeping works with clients throughout the Orange County California area as well as remotely through online training sessions. Our services include:

QuickBooks® & Quicken® Set-up,
Training & Computer Networking

·  Product Recommendations

·  Quickbooks/Quicken Installation & Set-up

·  Quickbooks Pro & Enterprise Conversions

·  Quickbooks Export & Import

·  Quickbooks Consolidations

· ​ Quickbooks Special Projects

·  Account & Trial Balance Set-up

·  Vendor and Customer List Transfer

·  All Bank Accounts and Credit 
   Cards Reconciled

·  Template/Report Customization

·  Personalized training based on your level of expertise

·  Training also available on Microsoft Excel & Outlook

·  Microsoft Windows Server and Exchange E-mail Configuration

·  Network Set-up with Mac and PC Platforms

Bookkeeping, Financial
Management & Consulting

· Invoicing Clients

· Managing Accounts Payables

· Managing Accounts Receivables

· Payroll & Human Resources

· Bank Reconciliations

· Monthly Financial Reporting

· Budget development, management and reporting

· Income Tax Preparation and Filing

· Sales Tax Preparation and Filing

· Strategic Planning and Marketing Initiatives

· Temporary CFO & Controller Services

· Daily, Weekly, or Monthly Ongoing Bookkeeping Services

OCCB’s consultants and bookkeepers can get the job done without the expense and commitment of increasing your staff. If necessary, services can be completed off-site, eliminating the need for extra office space and equipment.