For Small Businesses

Small Business Services

What our Clients are saying

Jim is a Miracle Worker! He represented me in my Offer In Compromise and saved me almost $200,000 in IRS past due taxes. And the IRS settled for only a few thousand dollars! Amazing!

S. Scott

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

All Things PPP For Businesses in Sacramento

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

Why Your Sacramento Business Needs a Travel Policy

This is a special week – because it’s all about YOU. It’s National Small Business Week, and I’ve got to take a minute to say it: Running your Sacramento business is no small thing. You’re the one wearing every hat from CEO to janitor, doing a thousand...

How a Continuous Audit Helps Your Sacramento Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

IRS Audits Planned To Increase 50% In 2021 by Jim Ornelas

So, this is flying under the radar in the ending of 2020 ... an IRS official just publicly stated that they are massively ramping up audits next year.It was at an event for the AICPA (American Institute of Certified Professional Accounts), and it happened Tuesday:“The...

Hiring Family: 4 Keys Sacramento Business Owners Should Know

You’ve heard me say it a lot: Keep your head down and focus on what’s actually important – not what’s trending in the fear-focused news headlines. I’ll be the first to admit, this mantra is easier said than done sometimes. Especially these days, when the grip of...

Struggling Greater Sacramento Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Greater Sacramento clients and friends what I think the markets will do, and the only...

Jim Ornelas’ Four Steps To Properly Handle Upset Customers

2020 has been ... something.Maybe, if we're all fortunate, the SpaceX launch will be the best thing to come out of this season.Because there is simply pain all around right now. I said this in another place, but it's overwhelming, as someone who has to communicate to...

The Best Time Management Software for Your Sacramento Small Business

Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or scheduling. Avoid...

Six Common Ways Greater Sacramento Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Greater Sacramento clients come to us from other Greater...

Passing Down Your Greater Sacramento Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for Greater Sacramento small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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