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Services Offered

Background

We stay in touch with you, not just your books. We're here for you, when you need us.  At Bay Financial Services, we know what it takes to get a new business up and running smoothly so that it grows into a successful enterprise.  We also understand that when you're running a business, time is something you don't have to waste on tedious tasks such as bookkeeping.  That's why we've made it our specialty to know the ins and outs of accounting, taxes, and reporting requirements.  We'll save you time, money, and the risk of being penalized by the IRS, EDD and the State Board of Equalization.

Monthly services: bookkeeping, complete payroll, balance sheets, check writing, profit and loss statements, and general ledgers to help keep track of expenditures and income.

Monthly and quarterly tax reports to help you take advantage of expenditures and income.

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$

Retail check and balance systems to reduce the risk of employee theft.

$

Small business advisory to evaluate your capital structure, business, plans, and current practices, then work towards maximum productivity and profitability.

$

Business tax preparation to help you understand the latest tax laws and how they benefit you and your business.

$

Financial planning to help you make sound purchasing, investment, and tax decisions.

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Timely financial reports to review your cash flow, investements, inventory control, and economic trends.

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© Bay Financial Services

Audit representation

Preparation of all types of business and personal tax returns, including, but not limited to: sales tax and payroll tax returns

Installation of computerized systems -- at your business (All versions of Quickbooks Pro)

Interaction with the IRS and all other agencies

Workers compensation and other insurance (private) paperwork

In addition we offer the following:

Wealth management

Financial planning

We pride ourselves on the personalized attention that we provide for our clients.  In fact, we offer unlimited consultation from our CPA Steve Lindsey and we pick up and deliver your documents each month.

Pick-up and Delivery

Electronic IRS filing

Flexible Payment Plans

Quick Turnaround