Bookkeeping Services

We are a full service bookkeeping firm, serving Orange County and providing friendly, accurate, reliable, and affordable bookkeeping solutions.  We make extraordinary effort to understand and satisfy your needs and expectations.  We go beyond the traditional concepts of bookkeeping services.

We take a pro-active “hands-on” approach to your bookkeeping.  You’ll appreciate our ability to perform all types of bookkeeping services that we customize to meet your specific business or individual needs.

Your time is valuable and spending hours bogged down in bookkeeping paperwork and accounting can be frustrating, time consuming, and even detrimental to the management of your business.

Let us handle the hassle!  You focus on your business

Would you like more time to focus on your core business?

If so, then you’re ready for some professional help with some of those tedious, time consuming, and mundane tasks like keeping your financial records in order.

Robert J. Richter, RIA & CPA offers complete confidentialilty, affordable rates, and the personal attention you deserve. We serve all of Orange County, California.  Let us take responsibility for your books today so you can devote your full attention to getting and keeping your customers for the future of your business.

Good bookkeeping gives you control

Good bookkeeping allows you to see if you are making a profit, using marketing dollars effectively, able to pay your suppliers, etc.

Good bookkeeping can also help you forecast sales, work toward retirement, or find out if you can hire help without losing profit.  Many people start their business with the goal of financial independence – good bookkeeping can help you accomplish that goal.

We have helped many small businesses like yours over the last 20-plus years. We are long time members of the American Institute of Professional Bookkeepers and experts in accounting and tax.  Please call now for a free phone consultation and find out how we can help you with all of your accounting and tax needs.

Our bookkeeping services can help you reduce office work

You can reduce your office work by having our firm provide training, oversight, and ongoing support so that you can be more efficient in your bookkeeping. You will discover it’s easy to feel comfortable asking questions and discussing concerns with our qualified customer service staff.

Accurate and timely financial statements can be very useful to the small business owner because they identify problems in the business and help the tax planning process.  We provide business consulting that can show you how to read your financial statements and make them useful to the management of your business.  Financial statements should add value to the small business and we can help.

We can provide any level of assistance you need at an affordable price

  • Reconciling bank statements
  • Maintaining all accounting records
  • Preparing and review all entries and General Ledger
  • Analyzing financial records
  • Closing month and year-end accounting records
  • Preparing W-2 forms
  • Preparing 1099-Misc. forms
  • 401(k) and company retirement plans
  • Specializing in routine beginning and ending inventories for both small and large companies
  • Offering assistance with forms development/enhancement to meet the financial goals of your business.

Bookkeeping Software

Bookkeeping software programs like QuickBooks are ideally suited for small business owners.  These programs have simplified the bookkeeping process for you.  However, no accounting package can be operated properly without sufficient understanding of its features and functionality.  For this reason, Robert Richter CPA Firm works with many clients to train and assist them on a continuing basis with their bookkeeping software.  We are able to provide immediate answers and can troubleshoot all bookkeeping areas.

We offer the following services to help the do-it-yourself business owner manage their day-to-day operations using QuickBooks bookkeeping software packages.

  • Set-up QuickBooks Bookkeeping Packages
    Customized QuickBooks set-up to meet clients’ needs and help client get familiar with the software.
  • Financial Statements
    Provide custom designed financial statements and management reports.  Do you want your previous year comparison statements, or current period and year-to-date comparisons?  Tell us what bookkeeping reports you need and we will design them to your specifications.
  • Accounts Receivable & Payable Management
    Making sure that your accounts and vendors are set up properly
  • Bank and Credit Card Reconciliation
    Reoncile all your bank and credit card statements each month. If you have Internet features with any of your accounts, we can save you time by downloading them directly into your accounting system before reconcilation.
  • Month-End Closing
    In addition to reconciling your accounts payable and accounts receivable each month, we will also reconcile your other balance sheet accounts and review the income and expense accounts for accuracy.  We will do any adjusting and recurring journal entries that need to be done.
  • Payroll preparation and Quarterly Filing

“Providing timely and accurate accounting and bookkeeping services such as financial reports is the keystone to any business success.”

We are here to help. Call Today!

(949) 724-8506

Bookkeeping Services by Robert J. Richter, CPA & RIA

Robert J. Richter, CPA & RIA serves Orange County California, Newport Beach, Irvine, Laguna Beach, Costa Mesa, Tustin, Huntington Beach, Corona Del Mar, and Anaheim