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.

Jim Ornelas’ Business Negotiation Skills FTW

Alright Sacramento business owners, we’re going to move aside from tax-related things today (though there will be PLENTY to talk about as Congressional plans unfold) ... and circle back into the nitty-gritty of how business works and share with you some business...

Four Keys to Achieving Financial Freedom by Jim J. Ornelas

Four Keys to Achieving Financial Freedom by Jim J. Ornelas "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

About That PPP Forgiveness Application for Greater Sacramento Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Greater Sacramento business owner friends and clients don't really take time off for that).(You can't really take a vacation in the...

Business Owner Salary: Jim Ornelas’s Guide to Setting Yours

If there’s one thing you can take comfort in as you’re handling the effects of tariffs in your Sacramento business, it’s that you’re not alone. Even titans like Pepsi are feeling the impact. They’re taking hits because of the 25 percent tariff on aluminum, and...

What Smart Sacramento Owners Do When Using AI for Small Business Growth

Key Takeaways Small businesses often see faster financial returns from AI than large companies because they can change workflows quickly AI only works if you can tie it to measurable outcomes like cost savings, revenue growth, or capacity gains Time...

Back Taxes, The Stimulus Checks and the EIDL For Greater Sacramento Taxpayers

The short answer is: not really.There are some caveats.Before I get into all of that, though, a word...This pandemic represents an opportunity for you.Whatever it is that caused your initial problems with the IRS and other taxation authorities ... our cultural moment...

What the 1099-K Requirements Mean for Your Sacramento Small Business

You’re in the middle of a very busy (and mentally tiring) season for your Sacramento business right now. And unfortunately, it’s not mostly the fun stuff keeping you busy – it’s things more on the housekeeping side of running your business, like meeting tax and other...

5 Tax Planning Tips to Give Your Sacramento Business a New Look This Summer

Before we talk about some tax planning tips to give your business a new look this summer, I first want to say that I hope your Memorial Day weekend was special. Even though this Sacramento business owner had some work to do, a quiet office is my friend. In thinking...

A Step-by-Step Guide to Business Loans

Ever feel like the whole world is taking a summer vacation except you?That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up...

Business Cash Advance: A Loan Alternative for Sacramento Businesses

This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...

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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