Bookkeeping & Business Support Services

Explore monthly bookkeeping, cleanup, QuickBooks and reporting support

Sunstone Ledger offers a practical range of bookkeeping and financial-record services for Los Angeles, California and remote U.S. small businesses.

Use this overview to choose the right specialized service: QuickBooks setup, monthly bookkeeping, bank and credit card reconciliation, cleanup and catch-up, AP/AR support, payroll bookkeeping support, or financial reporting.

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QuickBooks Setup
& Optimization

QuickBooks Online setup and refinement (chart of accounts, rules, workflows) to ensure consistent, accurate reporting.

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Bookkeeping Services

Monthly bookkeeping for Los Angeles small businesses with clear processes, accurate records, and dependable monthly financials.

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Bank & Credit Card
Reconciliation

Timely reconciliations to align book balances with statements and maintain trustworthy financial records.

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Payroll Bookkeeping Support

Payroll bookkeeping support to keep payroll-related accounts accurate and aligned with your payroll provider workflow.

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Accounts Payable (AP)

Accounts payable organization and bookkeeping: bills, vendor records, approvals, and accurate expense posting.

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Accounts Receivable (AR)

Accounts receivable organization and bookkeeping: invoicing, payment tracking, and visibility into outstanding balances.

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How to choose the right bookkeeping service

  1. Starting fresh? Begin with QuickBooks setup and a clean chart of accounts before transactions pile up.
  2. Already operating monthly? Monthly bookkeeping and reconciliation keep records current and reports dependable.
  3. Behind or unsure about the numbers? Cleanup and catch-up should come before ongoing monthly work.
  4. Need better control? Add AP, AR, payroll bookkeeping support, or financial reporting based on where the workflow breaks down.

See what services you need

Tell us where things stand right now, and we’ll recommend the right next step: setup, monthly bookkeeping, cleanup, payroll, or year-end review.

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Bookkeeping Cleanup
& Catch-Up

Cleanup and catch-up work to bring prior periods up to date, correct issues, and produce reliable reports.

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Budgeting
& Cash Flow Planning

Budgeting and cash flow planning to forecast expenses, manage liquidity, and support informed business decisions.

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Financial Reporting
(P&L, Balance Sheet, Cash Flow)

Structured monthly reporting with concise notes on key movements and drivers behind changes.

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Company Formation
& Ongoing Compliance

LLC formation support and ongoing compliance reminders/workflow (Statement of Information, city registration when applicable).

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1099 / W-9 Organization

Contractor/vendor organization and year-end readiness for 1099 reporting.

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Tax-Ready Year-End Review

Year-end review to ensure bookkeeping is clean, consistent, and ready for tax preparation.

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FAQ

Do I need monthly bookkeeping or cleanup first?
If prior months are behind, unreconciled, or unreliable, cleanup/catch-up usually comes first. Once the history is corrected, monthly bookkeeping keeps the file current.
Do you work with QuickBooks Online?
Yes. QuickBooks Online is the main platform for monthly bookkeeping, setup, reconciliation, cleanup and reporting workflows.
Can you work with businesses outside Los Angeles?
Yes. Sunstone Ledger is based in Los Angeles and works remotely with small businesses across California and the United States.
Do you provide tax filing on this services page?
This page focuses on bookkeeping, records, reports and year-end readiness. Tax filing and representation are separate from bookkeeping support.

Credentials and QuickBooks status

Current Intuit Bookkeeping Certification Historical QuickBooks Online Certification Level 1, no longer current Historical QuickBooks Online Certification Level 2, no longer current QuickBooks Online Silver Tier status

Current credentials: QuickBooks ProAdvisor and Intuit Bookkeeping Certification. View the QuickBooks ProAdvisor profile.

QuickBooks Online Certification Level 1 and Level 2 were completed historically and are no longer current. Silver Tier is a QuickBooks Online tier/status; it is not presented as a certification, license, membership or partnership.