Santa Monica Accounting
Accounting and bookkeeping support for small businesses
Accurate books, on-time filings and a clean QuickBooks file, handled by a dedicated team so you can focus on running your business.
Services we offer
Pick the support you need, or combine services into one monthly plan.
Accounting & Bookkeeping
We set up and maintain your chart of accounts, record every transaction and reconcile your bank and card accounts each month, so you always know where your business stands.
- Monthly bookkeeping and bank reconciliation
- General ledger analysis and trend reporting
- Financial statements: balance sheet, income statement and cash flow
- Budget-to-actual comparisons
Tax Preparation
We prepare individual and business returns and keep your filings on schedule throughout the year.
- Individual and business tax returns
- Trust, estate, gift and nonprofit returns
- Form 1099 preparation, e-filing and recipient copies
- International tax and information reporting
QuickBooks Set-up
Start with a QuickBooks file that is configured correctly from day one, or let us clean up the one you already have.
- Company setup and a custom chart of accounts
- Bank and credit card feeds
- Customers, vendors and payment terms
- Products, services and inventory items
Business Filing
We prepare and file the paperwork that gets your business started and keeps it in good standing.
- Articles of Incorporation
- EIN applications
- Statements of Information
- Business licence and entity renewals
- CDTFA (California sales and use tax) applications
Virtual Assistant
Remote back-office support that grows with your workload, without the cost of hiring in-house.
- Personal bookkeeping
- Accounts receivable and collections tracking
- Accounts payable and vendor payments
- Administrative support, scheduling and data entry
- Customer service support
Why business owners choose SMA
Experienced team
Our accountants bring years of hands-on experience across many industries and keep up with changing tax rules and accounting standards.
Responsive service
You get a dedicated contact, clear answers and deadlines you can count on, with long-term relationships built on trust.
Modern tools
We work in QuickBooks, Xero and leading tax software, and automate routine tasks so more of our time goes into useful insight.
Confidential by default
Your financial information is handled with strict confidentiality, professional ethics and access-controlled systems.
How to get started
Book a free consultation
Tell us about your business and where you need help, from a single filing to fully outsourced accounting.
Get a tailored plan
We recommend the right mix of services and send a clear quote that fits your budget.
We take it from there
Your books, filings and reports are delivered on schedule, with a real person to call when questions come up.
Meet the team
Marvin Dolot
Accounting & Operations
Marvin has more than seven years of experience in accounting, finance, financial reporting and business operations across a wide range of industries. He works in leading accounting and tax software and keeps client books aligned with GAAP and federal, state and local requirements.
Jeannie Tuñacao
Accountant
Jeannie has more than five years of experience establishing sound accounting practices and preparing tax forms for small and mid-sized companies. She reviews financial statements, applies standards such as ASC 606 and keeps a close eye on every client deadline.
Industries we serve
- Associations
- Attorneys
- Construction & Contractors
- Consultants
- Dealerships
- Dentists & Physicians
- eCommerce
- Landlords & Real Estate
- Manufacturing & Distribution
- Nonprofits & Social Services
- Professional Services
- Restaurants
- Retail Stores
- Schools
Software we work with
- QuickBooks Online
- QuickBooks Desktop
- Xero
- SAP Business One
- Lacerte
- TurboTax
- TaxSlayer Pro
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What our clients say
Read genuine reviews from our clients on Yelp.
Frequently asked questions
How much do your services cost?
We do not use fixed price lists. After a free consultation, we send you a quote based on the size of your account and the services you need, before any work begins.
Do you only work with businesses in Santa Monica?
No. Our office is in Santa Monica, and we also work with clients across the United States using secure cloud tools, so you never need to visit in person.
Which accounting software do you support?
QuickBooks Online and Desktop, Xero and SAP Business One for bookkeeping, plus Lacerte, TurboTax and TaxSlayer Pro for tax work.
Can you catch up books that are months behind?
Yes. We can record missing months, reconcile your bank and card accounts and get your books ready for tax season.
How do I share documents securely?
We set you up with a secure client portal for uploads. Please do not send tax documents or Social Security numbers by regular email.
Let’s talk about your books
Book a free consultation and get a clear plan for your accounting, bookkeeping and filings.
Open Monday to Friday, 9:00 am – 5:00 pm Pacific Time
3101 Ocean Park Blvd, Ste 100, Santa Monica, CA 90405 · (310) 424-9831 · info@santamonicaaccounting.net