Monthly accounting and bookkeeping fees vary based on your business’s transaction volume, number of bank and credit card accounts, payroll activity, reporting needs, and the condition of your current records. After an initial consultation and review, Davco Accountancy LLC will recommend the appropriate service level and provide a customized quote.
Yes. Davco Accountancy LLC works with QuickBooks Online and can assist with transaction categorization, bank and credit card reconciliations, financial reporting, account setup, and bookkeeping cleanup. We can also review your existing QuickBooks file to identify errors, incomplete reconciliations, or areas that need improvement.
Yes. We provide catch-up and cleanup bookkeeping services for businesses with overdue, incomplete, or inaccurate records. The process may include reconciling accounts, correcting transaction classifications, removing duplicates, reviewing loan balances, resolving uncategorized activity, and preparing accurate financial reports.
Yes. Davco Accountancy LLC provides proactive tax planning throughout the year. We can help estimate federal and California tax obligations, review estimated payments, identify potential planning opportunities, and help you prepare for upcoming tax deadlines and major financial decisions.
Yes. Davco Accountancy LLC prepares eligible federal and California tax returns for individuals and businesses, including sole proprietorships, partnerships, LLCs, S corporations, and C corporations. The availability and pricing of tax preparation services depend on the complexity and condition of your records.
The records required will depend on the services you need. Commonly requested items include prior-year tax returns, bank and credit card statements, payroll reports, income documents, business expense records, loan statements, financial reports, and access to your accounting software. After your consultation, we will provide a personalized document checklist and secure instructions for submitting sensitive information.
Yes. Davco Accountancy LLC can provide virtual accounting, bookkeeping, tax, and advisory services to eligible clients throughout California. Meetings may be conducted by phone or video, and documents can be exchanged through approved secure methods.
Davco primarily works with entrepreneurs and small to midsized businesses, including sole proprietors, LLCs, partnerships, S corporations, and C corporations. We serve service-based businesses, independent professionals, consultants, contractors, real estate professionals, home-based businesses, trades, and growing companies that need reliable financial guidance.
The Davco Tax Advantage Program provides affordable, year-round tax education, deadline reminders, organizational guidance, and proactive support. Members select the membership level that best fits their needs and receive program benefits throughout the year. Tax-return preparation, bookkeeping, detailed tax projections, and tax representation may require a separate professional engagement unless specifically included in the membership agreement.
During the initial consultation, we discuss your accounting, tax, or business concerns; review the services you may need; and answer general questions about Davco’s process. We may also request additional information or financial records so we can evaluate your situation and recommend the appropriate next steps. After the consultation, you will receive information about the proposed scope of services, pricing, and onboarding requirements.
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