
Finances Made Simple – Tailored Bookkeeping and Tax Solutions for Growing Businesses.
Running your business can be stressful and time consuming. Don’t let your taxes or books fall behind- let us help keep you up to date so you can maximize your time and stay up on your business’s finances.
Our Services
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Monthly Bookkeeping
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Year End Reportings/Filings
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Payroll
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AR Management
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AP Management
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Budgeting/Forecasting
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Tax Consulting
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Virtual Assistance
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Self-Bookkeeping Implementation
Client Love
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The Lund Team
“We own a real estate brokerage in Carlsbad and have used Lori Stark exclusively as our bookkeeper for many years. She came highly recommended to us by our corporate accountant. I have personally referred Lori to many different friends and clients looking for bookkeeping services including a local non-profit, a medical practitioner, and a nail salon. Lori also manages our payroll and handles all of the necessary tax forms. I highly recommend using Lori if you own a small business! Her organization throughout the year makes tax filing a breeze!”
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Coastal Collective Marketing
"Taylor has been with me for 7 years and I honestly don’t know what I’d do without her. She handles payroll and all the back office accounting stuff that I absolutely dread for my agency. She’s incredibly organized, reliable, and takes care of the most annoying part of running a business so I don’t have to stress about it. She’s also a friend, which makes working together even better. I'm so lucky to have her as part of my team."
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Treasurer - San Diego Mountain Biking Association
“Lori and I have worked together in two organizations (one for profit and one non-profit) over the last 10 years and she has always been available and accurate all with a high degree of professionalism and integrity.”
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Professional Car Care
“Lori and Taylor are Fantastic! They can put any amount of receipts, invoices or bank statements into the most organized easy to understand income reports or yearly statements If you need payroll look no more they have been doing my weekly payroll month end imcome reports and year end taxes for over 30 years”
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Tax Client
"The most organized, efficient, and seamless tax experience I've ever had! With her deep understanding of business structures, I was able to save so much on taxes."