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BALANCE YOUR BOOKS
BALANCE YOUR LIFE

Together we can straighten the books, simplify your life, and help you succeed.

WHAT IS BOOKKEEPING

Bookkeeping is an essential element to your company’s long-term viability. Although often confused, bookkeeping and accounting serve separate and distinct functions in a business. Bookkeeping is the function of documenting and maintaining records of transactions while Accounting is the act of analyzing and interpreting the documentation and financial data that a bookkeeper records and provides to business owners.

 

In other words, an accountant will look at the big picture, analyzing the financial data a bookkeeper records, and will provide business owners with important insights and financial advice based on that information.

 

Bookkeepers record daily transactions in a consistent, easy-to-read fashion. Their records enable accountants to do their jobs.

 
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COMPANY MISSION

Bring balance to the life of  Business Owners through implementation of efficient systems and tools that will improve their business financial records, helping them reach their business goals.

ABOUT OUR FOUNDER

Denise Bim, leads AssistBee on its mission. She is responsible for our partnerships and business developments. One of her great abilities is to provide essential services to our clients with the highest level of quality, so business owners can be successful in their business.

 

With more than 15 years as managing partner, Denise focused on the finance and accounting side of the business, acquiring and evolving efficient workflow processes based on the company needs.

 

Denise is also passionate about curating an environment that allows our clients to have exceptional experiences, cultivating a culture that is both deeply empathetic and delivers results alongside our customers.

SERVICES

1 / BOOKKEEPING CLEAN-UP & CATCH-UP

2 / PROPER RECORD AND CATEGORIZATION
3 / ACCOUNTS RECEIVABLES
4 / ACCOUNTS PAYABLES
5 / BANK RECONCILIATION
6 / SALES & USE TAX RETURN
7 / FINANCIAL REPORTS
8 / ANNUAL 1099 FILLING
9 / CREDIT CARD RECONCILIATION
10 / PAYROLL RECONCILIATION

WHO WE SERVE

PROFESSIONAL SERVICES

INSURANCE AGENTS

FINANCIAL ADVISORS

REAL ESTATE AGENTS

LAW FIRMS

HOME SERVICES CONTRACTORS

PLUMBERS
ELECTRICIANS
GENERAL CONTRACTORS

 

HEALTH AND WELLNESS

GYMS
SALONS
SPAS
DENTISTS

PRICING

YOUR FIXED MONTHLY FEE WILL BE BASED ON YOUR SPECIFIC SITUATION.

WHILE OUR FEES ARE COMPETITIVE WITH OTHER BOOKKEEPERS, WE GO ABOVE AND BEYOND BASIC BOOKKEEPING TO HELP YOUR BUSINESS GROW.

CONTACT US TO FIND

YOUR WAY TO A HAPPIER FINANCIAL FUTURE

Phone: 949-993-0036

Fax:      949-993-0035

THANK YOU!

WE'LL GET IN CONTACT SOON.

BOOK AN APPOINTMENT

Click the button below to schedule an appointment with us so we can go over your needs and goals concerning your books and your company development.