Bookkeeping Services That Make Your Finances Effortless
Frustrated With Messy Books or Unpredictable Records?
Messy or inconsistent bookkeeping creates headaches at tax time—and puts your business at risk for compliance issues, missed deductions, or even cash flow problems. Many owners worry about falling behind, struggling with software, or not knowing where things stand financially. Andy Wang CPA & Associates delivers CPA-led bookkeeping that keeps your numbers clean, clear, and ready for whatever comes next. We support small businesses, startups, and professional practices across Silicon Valley.
Problems We Solve Every Day
Falling Behind on Day-to-Day Bookkeeping
It’s easy for transaction recording, reconciliations, or expense tracking to fall behind—especially when you’re busy growing your business. We help you catch up, clean up, and build habits that keep you current all year.
Incorrect or Incomplete Records
Mistakes in categorization or missing transactions can distort your financial picture and create problems during tax preparation or audits. Our meticulous approach ensures every transaction is properly coded, matched, and reviewed.
Outdated or Inefficient Software
Many businesses struggle with software that doesn’t fit or data that doesn’t sync. We help you choose, set up, and optimize QuickBooks (or other platforms) so your systems work for you, not against you.
Integrating Bookkeeping With Tax and Payroll
Disjointed records lead to rework and confusion. We connect your bookkeeping with tax prep and payroll—so your books, returns, and reports always align.
CPA Oversight for Peace of Mind
With direct CPA supervision, you get more than data entry—you get expert review, monthly check-ins, and guidance on what your numbers actually mean.
Simple Bookkeeping, Big Impact
Even if your business is new or straightforward, accurate books matter. Clean records ensure you don’t miss deductions, file late, or face IRS headaches.
Major Changes or Catch-Up Needs
Whether you’re behind on several months, switching accountants, or just need a fresh start, we can untangle old records and set you up for success going forward.
Growing Teams or Complex Finances
As you add staff, locations, or new services, bookkeeping gets more complex. We scale with your needs—supporting everything from payroll integration to multi-entity reporting.
Your Bookkeeping Questions, Answered
What does ongoing bookkeeping include?
Monthly transaction entry, reconciliations, expense tracking, account cleanup, and regular financial statements—plus direct answers to your questions year-round.
Can you help set up or fix QuickBooks?
Yes. We help with setup, troubleshooting, clean-up, and training for QuickBooks Online or Desktop.
Do I need bookkeeping even if my business is small?
Absolutely. Accurate books help you monitor cash flow, plan for taxes, and stay compliant—regardless of business size.
How does bookkeeping integrate with my tax filings?
We ensure your books and tax returns match exactly, reducing errors and saving time during tax prep.
Can you work with my payroll provider?
Yes. We coordinate payroll data, ensure entries are properly recorded, and help you avoid payroll-related compliance mistakes.
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Get Clarity and Control With CPA-Led Bookkeeping
Don’t let bookkeeping slip through the cracks. Andy Wang CPA & Associates gives you clean, up-to-date books—so you’re ready for taxes, business growth, or whatever comes next.