Our Services

Bookkeeping
Reliable, audit-ready bookkeeping that keeps your financials clean and consistent.
What’s included:
Monthly transaction categorization
Bank & credit card reconciliations
Month‑end close
Balance sheet & P&L reporting
Optional multi‑entity support
We offer additional services at a cost (ex. 1099 preparation, payroll, and sales tax filings)
From $250+

Initial Business Set Up
Build your business on a strong financial foundation from day one.
What’s included:
CA and Federal setup
Chart of accounts tailored to your industry
Accounting system setup (QuickBooks, NetSuite, etc.)
Billing & expense workflow design
Best‑practice guidance for scalable operations
From $299+

Tax Preparation
Accurate, compliant tax filing for individuals and small businesses.
What’s included:
Federal & state returns
Year‑end adjustments
Multi‑entity support (additional fee)
Coordination with your CPA if needed
From $299+
Why Pacific Fern Bookkeeping
I don’t just record transactions. I build clean, scalable financial systems that give you clarity, confidence, and control over your business.
When you work with Pacific Fern Bookkeeping, you’re not just outsourcing your bookkeeping, you’re gaining a dedicated accounting partner who understands the full picture behind your numbers.
I bring technical expertise, organized systems, and a simplified approach that elevates your entire financial workflow