Professional Bookkeeping Services for Small Businesses
Dreaming of bigger profits for your small business? Financial clarity is not that far out of reach. Bookkeeping is essential to every small business, but numbers and spreadsheets can easily distract you from what you love: growing your business.
Professional bookkeeping by a dedicated expert can save you thousands of dollars, not to mention precious time to focus on the aspects of running a business that really drive you. Small business bookkeeping can also help streamline financial management by maintaining regular, accurate financial records in the smartest, most efficient way so you’re organized and ready for tax season or audits.
No more endless hours crunching numbers, worrying about missed deadlines, or feeling uncertain about your financial future. Hire our bookkeeping experts to give you clear, up-to-date financial information at your fingertips.
Let’s work together to give your finances the attention they deserve.
Why Choose Donna L. Stern, CPA for Your Bookkeeping Needs?
Donna L. Stern, CPA, has been providing expert bookkeeping services to businesses across various industries since 1985. With Donna’s expertise as a CPA, bookkeeping mastery, compassion, and experience in all things business finance, we’re the ideal choice to lead your small business to success with reliable data and best practices. We prioritize clear communication, we adopt a personalized interest in your goals and concerns, and we take care of your bookkeeping as if it were our own.
Decades of Expertise
Donna is an experienced CPA and brings exceptional insight to your small business.
Personalized Services
Business owners are people too, and we treat you with empathy throughout the journey.
Client Commitment
Nothing compares to our firm commitment to quality and reliable bookkeeping services.
100% Professionalism
You can depend on us for high standards of industry best practice and professional conduct.
Don’t just take our word for it. See why our clients recommend Donna Stern, CPA.
We've been with Donna for 12+ years now. A true PRO who looks after her clients. We couldn't be happier. Highly Recommended!
Jim Clymer
Donna is a knowledgeable PRO. Highly recommended. Thanks for the support over the past year(s).
Kirk Bausch
Donna is a great accountant and really looks out for her clients. I have great respect for Donna, as she's handled my personal and business accounting for more than two decades. I highly recommend her and she will earn your trust.
DC
I have worked with Ms. Stern for over 20 years both in her capacity as my personal CPA and for a business I was managing. I find her extremely knowledgeable, professional and easy to work with and always directed in the client's best interests.
Samuel Harris
Donna has been my business bookkeeper for over 5 years now. I'll start by saying, I don't know where I'd be without her. She is punctual, analytical, and precise in the best way possible. Anytime I need a document, project completed, etc, she's on it. Donna IS the best! I would recommend her over and over again!
Brooke Bradford
Donna is on point with all aspects of work. Love working with her, she gets everything done in a timely manner! she's always on top of everything! Wouldn't ask for a better person to work with. I Would recommend her to anyone! Thank you for such amazing support and service Donna!!
Sandra Danan
Our Bookkeeping Services
Elevate your business goals with our comprehensive bookkeeping services tailored for small businesses like yours. We offer small business bookkeeping solutions designed to bring you ease and simplicity for any industry, anywhere in Orange County.
Monthly Financial Reporting
Monthly financial reports provide a real-time snapshot of your business’s health. They help you identify trends, manage cash flow, make informed decisions, and ensure you stay on top of taxes. As a small business owner, your attention may be needed elsewhere. Leave the financial reporting to our small business bookkeeping experts, and we’ll help you stay ahead of the curve.
Expense Tracking and Management
Small business owners can lose track of expenses quickly and often don’t have enough saved up for emergencies or retirement. We use robust bookkeeping software to track your short-term and long-term expenses, giving you better financial clarity and a safety net in the bank. You’ll feel more confident and gain control over your expenses in no time.
Bank Reconciliation
Bank reconciliation is the process of matching your bank statements with your financial records. It’s a bookkeeping solution that helps identify errors, prevent fraud, and ensure accurate cash balances. As part of our comprehensive bookkeeping services, we offer regular reconciliation to shed light on your financial health and support informed decision-making.
Payroll Advisement
Whatever the size of your team, payroll needs to be done with accuracy and compliance. We’ll help you stay above board with our small business payroll services.
Accounts Payable and Receivable Management
Managing payables and receivables is crucial for cash flow management. Our small business bookkeeping services include efficiently managing accounts payable and receivable to optimize and accelerate your cash outflow. Find a healthy balance of incoming and outgoing funds and avoid financial strain by ensuring timely payments throughout the year.
Benefits of Professional Bookkeeping Services
Experience the compelling advantages of our bookkeeping services, from business efficiency all the way to financial accuracy and everything in between. There’s no need to try and do it yourself – you were meant for greater things. Outsource your bookkeeping services to us to have more time to focus on your core business activities.
Don’t wait for a financial disaster or bookkeeping backlog, start seeing the benefits of our professional bookkeeping services in your business today!
- Save valuable time
- Maintain accurate financial records
- Stay financially compliant
- Stress-free tax season
- Enjoy peace of mind
- Focus on core business activities
How Our Bookkeeping Process Works
Managing financial records doesn’t have to be complex. We’ve simplified our bookkeeping process to just 5 easy steps so you feel relaxed, understood and supported all the way.
- Book a 30-minute consultation
- Tell us your expectations and needs
- We’ll create your plan of action
- Enjoy personalized bookkeeping services
- Receive ongoing support from us
Take this easy path to bookkeeping services and enjoy streamlined bookkeeping that organizes your finances and sets you up for future success.
Client Testimonials
Trust, dedication, expertise: The reviews say it best!
There’s no better way to shed light on our bookkeeping services than with client reviews. Take a look at these success stories from our satisfied clients. We’ve helped hundreds of business owners in Orange County, and there’s much more we can do for you.
We've been with Donna for 12+ years now. A true PRO who looks after her clients. We couldn't be happier. Highly Recommended!
Jim Clymer
Donna is a knowledgeable PRO. Highly recommended. Thanks for the support over the past year(s).
Kirk Bausch
Donna is a great accountant and really looks out for her clients. I have great respect for Donna, as she's handled my personal and business accounting for more than two decades. I highly recommend her and she will earn your trust.
DC
I have worked with Ms. Stern for over 20 years both in her capacity as my personal CPA and for a business I was managing. I find her extremely knowledgeable, professional and easy to work with and always directed in the client's best interests.
Samuel Harris
Donna has been my business bookkeeper for over 5 years now. I'll start by saying, I don't know where I'd be without her. She is punctual, analytical, and precise in the best way possible. Anytime I need a document, project completed, etc, she's on it. Donna IS the best! I would recommend her over and over again!
Brooke Bradford
Donna is on point with all aspects of work. Love working with her, she gets everything done in a timely manner! she's always on top of everything! Wouldn't ask for a better person to work with. I Would recommend her to anyone! Thank you for such amazing support and service Donna!!
Sandra Danan
Contact Us for a Consultation
You’ll be surprised at what we can achieve in just 30 minutes. Book a bookkeeping consultation, and let’s get started on your journey to financial clarity. Contact us for bookkeeping services that will change your business outlook.
Bookkeeping FAQs
Let’s get all those common bookkeeping questions out of the way so you can focus on growing your business. Donna L. Stern, CPA, is here to offer you professional bookkeeping help and advice that will guide you closer to your small business goals with less worry and more financial wins.
While often used interchangeably, bookkeeping and accounting are distinct functions within a business’s financial management. Bookkeeping is recording financial transactions, while accounting is interpreting and analyzing that data.
We offer a broad range of core bookkeeping services to help small businesses, such as accounts payable, accounts receivable, payroll, financial reporting, and bank reconciliation.
We highly recommend regular bookkeeping. However, the frequency depends on your business size and industry, but monthly or quarterly is often recommended.
We prioritize the security of your financial information and take strict measures to ensure your data privacy and protection using the latest bookkeeping software.
Book a 30-minute bookkeeping consultation and we’ll discuss your bookkeeping needs and specific ways we can assist you.