Profile
Peterson Bookkeeping Solutions
ListedQuickBooks Online Bookkeeping for Small Businesses
About
About
Peterson Bookkeeping Solutions is an Aptos, CA bookkeeping firm serving small businesses in Aptos and nearby Santa Cruz County communities, including Santa Cruz, Capitola, Soquel, Scotts Valley, and Watsonville.
The practice specializes in QuickBooks Online and uses it for remote collaboration, reporting, and account organization.
Peterson Bookkeeping Solutions is an Aptos, CA bookkeeping firm serving small businesses in Aptos and nearby Santa Cruz County communities, including Santa Cruz, Capitola, Soquel, Scotts Valley, and Watsonville. The firm focuses on helping businesses organize records, understand income and expenses, and keep bookkeeping from getting behind.
The practice specializes in QuickBooks Online and uses it for remote collaboration, reporting, and account organization. Services include monthly or quarterly bookkeeping, income and expense transaction recording, bank and credit card reconciliations, payroll and sales tax support, financial statement preparation, and tax-time organization.
Peterson Bookkeeping Solutions also supports cleanup and new business setup, including catch-up reconciliations, transactional error correction, process refinement, QuickBooks Online setup, connected accounts, invoicing and payment workflows, and client training or support.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| New business formation | In-person | ||
| New business formation | Remote | ||
| Bookkeeping cleanup | In-person | ||
| Bookkeeping cleanup | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Monthly bookkeeping | In-person | ||
| Monthly bookkeeping | Remote | ||
| QuickBooks/Xero setup | In-person | ||
| QuickBooks/Xero setup | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Payroll setup | In-person | ||
| Payroll setup | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Sales tax | In-person | ||
| Sales tax | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Software tools
Software tools
Service areas
Service areas
Languages
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