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.

Keeping Expenses Separate in Your Sacramento Business

Did you see the Barbie movie or Oppenheimer this weekend? Or jump in with the 200,000 other Barbenheimers and see both?In case you didn’t, your social media feed likely filled you in on what you missed (or didn’t, depending on your view of these things).What a weekend...

What To Try When Your Greater Sacramento Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Greater...

4 Next Steps for Business Tax Return Review

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

How To Approach Bigger Business Players In Greater Sacramento or Your Niche

Local Greater Sacramento business owner to local Greater Sacramento business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the...

Jim Ornelas’s Latest Updates on Small Business Tax Deductions

One thing you can expect from me come rain or shine is to keep you in the loop on changes to all things tax-related. This week is no exception.There are some important changes to small business tax deductions rolling out, and not all deductions apply to all Sacramento...

Jim Ornelas’s Take On The IRS Criminal Investigations Unit’s Annual Report

One of my favorite pieces of reading every year is the IRS Criminal Investigations unit's annual report.Yes, I'm a nerd.Here's the link in case you are a similarly inclined Greater Sacramento taxpayer(although I seriously doubt that).Oh, and yes, the IRS has their own...

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...

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 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...

AI Productivity Hacks For Your Sacramento Business

Key TakeawaysAI provides the most immediate value when applied to existing business leaks like scheduling, invoicing, and slow customer response times Business owners can use AI as a high-speed data analyst to uncover profit margins, customer segments, and...

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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