Bookkeeping for Small Businesses in Southern California

Helping California’s business owners save more & stress less each tax season with accurate books and reliable reporting.

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About us

We’ve Helped 100+ Local Businesses Save 1,000s of Hours

Get Your Time Back: We remove the headache so you can focus on what you do best — running your business.
Find Peace of Mind: Reduce risk and relieve stress, knowing your numbers are reliable, accurate, and handled by experts.
Save More in the Long-Term: When your numbers are accurate, your business can get the best possible tax deductions — all while avoiding penalties.
Make Strategic Decisions: Accurate financial reports give you the power to make better, more informed business decisions.

OUR SOLUTION

The Reliable Ledger System

By Capital Creek Bookkeeping

Our 11-step, done-for-you bookkeeping solution!

BONUSES

Foundation & Setup

1. Initial Evaluation

We ask the right questions and identify best next steps for eliminating your bookkeeping headaches

2. Onboarding

We make the onboarding process simple by proactively requesting all necessary items and hoping on a zoom call if things get overwhelming.

3. Build QBO file / Clean up existing file

We will either start a new QBO file from scratch or clean up your existing file to current.

Monthly Maintenance

4. Gather Data/Documents

We efficiently gather all the relevant data and documents to perform our work, each and every month. If we need something from you, we’ll be sure to let you know!

5. Input/Categorize

We accurately categorize your financial transactions so you have the most reliable reporting possible.

6. Reconcile

We make sure the QBO file matches your bank statements perfectly.

7. Verify Accuracy

We filter your QBO file through our comprehensive 40 point accuracy checklist and have 2 bookkeepers look through your books.

8. Report

We send you timely P&L and Balance Sheet reports so you know how your business is doing and your tax person can accurately file your tax return.

Continuous Assistance

9. Support

You email us with any questions you have and a real person will respond with your answer. Sometimes, we will provide a personalized asynchronous video if it helps make the answer easier to understand.

10. Coordinate with CPA

We email with your CPA regarding your QBO file and financial reports. We will answer questions and make adjustments per their recommendations. This process makes tax time so much easier!

Year-End Precision

11. Annual Deep Dive Accuracy Check

To ensure ultimate accuracy before your tax return is filed, we have 2 different team members take your QBO file through our 23 step checklist every January.

Bonuses

Audit Assistance

If you’re ever audited, we will help gather any relevant information from the QBO file so the audit is easier to get through.

Invoice Accuracy Check

If you use QBO to send/manage your invoices, we will check your Accounts Receivable to ensure that invoice payments are being reflected correctly in the system.

1099 filing service

We will identify who we believe should receive a 1099 each year. You provide their email address and we will request a W9 from them and also file their 1099 before the end of January.

CA Sales Tax Return filing

We will file your CA Sales Tax Return on a quarterly or annual basis

How It Works

Internet Archive

Schedule a 1-on-1 Consultation

We’ll see what you need, where your bookkeeping is struggling, and how we can make it easier.

Codeforces

Get a Personalized Pricing Proposal

Your business is one-of-a-kind. You deserve pricing and a plan based on your unique needs.

Cash App

Enjoy Worry-Free Bookkeeping

We’ll take care of the books so you can get back to taking care of business.

Let Us Help You Get An Accurate Understanding of Your Business' Finances

What Our Capital Creek Bookkeeping Clients Have to Say.

Tanya, Golden GardenCapital Creek has played an incremental role in taking my small business to the next level. Thank you!

Shannon, Fit4MomCapital Creek Bookkeeping has made my life SO MUCH EASIER. I HIGHLY recommend Capital Creek!

Ashley, Laiken Law GroupHonest and trustworthy. They take the time to help explain details with clients. Thanks for all your help Capital Creek!

Shana | Club CatI wish I would have found them way sooner! I highly recommend them.

Christine | Multi-Small Business OwnerThey made tax time a breeze and have provided excellent service consistently!

Che | ComedianThey take so much work off my plate so I can focus on what I want to do in my business!

David | Ziroli's Screens, Doors and WindowsThey are prompt, efficient and cost-effective!

About Us

Founded in 2016, Capital Creek Bookkeeping is dedicated to assisting small businesses in Southern California with their bookkeeping needs. Our mission is to provide accurate and reliable bookkeeping services, empowering small business owners to manage their finances confidently and with less stress.Over the years, we have consistently demonstrated that accurate financial records are crucial for the success and growth of small businesses. By choosing Capital Creek Bookkeeping, you gain a trusted partner committed to helping you achieve financial clarity and peace of mind.

Why Capital Creek Bookkeeping?

Check

Reliable

With our 'Reliable Ledger' Bookkeeping System, you can be confident that we will deliver accurate reports throughout the year in an efficient and dependable way.

Check

Expertise

Our company was built with a true understanding of accounting principles and mastery of the Quickbooks accounting software. We apply these proficiencies to each and every clients’ books.

Focus

We know what we excel at and have built our services to reflect that. We work only with small businesses and exclusively use Quickbooks to achieve client satisfaction.

ABOUT THE
FOUNDER

Kevin Coryell is a life-long Long Beach, CA resident with over 10 years of bookkeeping experience.He is a Certified Quickbooks Pro-Advisor and has a Bachelors Degree in Accounting.During his free time, he enjoys hanging out with his wife and two boys, watching a Dodgers game with his friends, or meeting new people at a local Backgammon club.

Our Services

Serving California small businesses with less than 9 employees.

Foundation & Setup

1. Initial Evaluation

We ask the right questions and identify best next steps for eliminating your bookkeeping headaches

2. Onboarding

We make the onboarding process simple by proactively requesting all necessary items and hoping on a zoom call if things get overwhelming.

3. Build QBO file / Clean up existing file

We will either start a new QBO file from scratch or clean up your existing file to current.

Monthly Maintenance

4. Gather Data/Documents

We efficiently gather all the relevant data and documents to perform our work, each and every month. If we need something from you, we’ll be sure to let you know!

5. Input/Categorize

We accurately categorize your financial transactions so you have the most reliable reporting possible.

6. Reconcile

We make sure the QBO file matches your bank statements perfectly.

7. Verify Accuracy

We filter your QBO file through our comprehensive 40 point accuracy checklist and have 2 bookkeepers look through your books.

8. Report

We send you timely P&L and Balance Sheet reports so you know how your business is doing and your tax person can accurately file your tax return.

Continuous Assistance

9. Support

10. Coordinate with CPA

We email with your CPA regarding your QBO file and financial reports. We will answer questions and make adjustments per their recommendations. This process makes tax time so much easier!

Year-End Precision

11. Annual Deep Dive Accuracy Check

To ensure ultimate accuracy before your tax return is filed, we have 2 different team members take your QBO file through our 23 step checklist every January.

Bonuses

Audit Assistance

If you’re ever audited, we will help gather any relevant information from the QBO file so the audit is easier to get through.

Invoice Accuracy Check

If you use QBO to send/manage your invoices, we will check your Accounts Receivable to ensure that invoice payments are being reflected correctly in the system.

1099 filing service

We will identify who we believe should receive a 1099 each year. You provide their email address and we will request a W9 from them and also file their 1099 before the end of January.

CA Sales Tax Return filing

We will file your CA Sales Tax Return on a quarterly or annual basis

FAQs

Below you'll find answers to the questions we get asked the most about our bookkeeping services.

At this time we are solely focused on providing services through all Quickbooks Online versions (except Self-Employed).

We understand that every small business is different. That’s why we offer personalized pricing structures instead of standard rates. We provide a quote once we get an understanding of your specific bookkeeping needs through our quick and easy questionnaire (here) as well as a phone/email conversation.

We do not pay bills or process checks on behalf of our clients. We are focused on maintaining the Quickbooks file on a monthly or quarterly basis. The small businesses we are looking to work with have their bills paid by the business owner or an office manager/assistant or they have most of their bills set up for auto-pay.

We do not send invoices to customers on behalf of our clients. The small businesses we are looking to work with usually still have the business owner sending out invoices so they can insure accuracy, timeliness and a level of customer service that works for them.

If you send your invoices out using Quickbooks Online, we will ensure that everything is being booked properly when we go in each month/quarter to perform your bookkeeping.

We do not file tax returns but our services do help the tax filer by providing clean and accurate financial information that they can use to file the tax return with confidence. We can coordinate with your CPA directly so that you don’t have to spend time sending them reports and answering their questions about your books.

If you are looking for someone to file your personal/business tax returns, I have multiple colleagues that are highly regarded that I can refer you to.

Not at this time. We recommend that small businesses go with a third-party payroll service since they are the experts and also offer cost-effective rates. We will input the payroll data into Quickbooks based on the payroll reports.

If you are looking for suggestions on a payroll provider, I have a few colleagues that I trust and recommend to my clients all the time. I would be happy to refer you to them!

Still have questions?

Fill out our form below at we'll get back to you!

Ready to simplify your financial management?

Contact us today to learn more about how Capital Creek can help your business thrive.
Fill out our form below or give us call at (562) 270-4822

Secure Portal

If you are sending Capital Creek sensitive documents, please follow this link to send everything to us securely. If you have additional questions, please call (562) 270-4822

Free Consulation

I would love to chat with you about your business and your bookkeeping needs.Even if you aren't ready to hire a bookkeeper yet but still have questions about anything bookkeeping-related, I'm here to help!

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