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QuickBooks Online

If you are looking for a QuickBooks Online specialist to help you with your bookkeeping, you have come to the right place! We offer a broad range of services for small business owners, entrepreneurs and professionals. With more than 20 years of real world business experience combined with formal education and training, we offer our clients a high level of competent and timely service. We handle as much or as little of your bookkeeping as you like. We will work with you to create a monthly bundled service package designed to meet your specific needs. Below are some of the services available to our clients.

Services

  • Transaction Entry, Review and Adjustments

  • Bank Account Reconciliation

  • Financial Statement Preparation

  • Reconciling & Paying State Sales Tax

  • Credit Card Account Reconciliation

  • Entering principle and interest for any loan payments

  • Updating industry specific reports as requested

  • Preparing information for and interfacing with tax accountant as necessary

  • Entering customer invoices, payments and deposits

  • Entering vendor invoices and payments

  • Reviewing Accounts Receivable for overdue accounts

  • Reviewing Accounts Payable aging statements for any past due invoices

  • Preparing 1099’s

  • Consulting regarding cost savings and revenue opportunities within the business

Analysing the Numbers
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*QuickBooks Online Services are offered through King Bookkeeping & Consulting.

For more information, please click here.

RockStar Financial

San Diego, CA

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. 

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Insurance Licenses #0D41062 & #0F42950

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The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.

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