Bookkeeping

Running a Business is a Balancing Act. Let Us Balance Your Books

When it comes to Bookkeeping services, most business owners attempt to thrive on a “Do-It-Yourself” mentality. They try to do everything themselves in an attempt to keep expenses low. However, letting go of that mentality could actually make you more money.

Let the experts at Cohesive Tax help you engage the power of virtual accounting. Our experienced staff provides expert payroll and bookkeeping service for our clients. Call us today to make the most of scalable, customized accounting services that fit your needs.

It’s been proven time after time that business owners who hire accounting help often discover that they WERE NOT doing as well as they thought they were. Well-known issues include:

  • Not focusing on business growth – working in the business instead of working on the business
  • Accounting and tax planning becoming more difficult over the years
  • Incorrectly mingled expenses and assets
  • Quarterly late fees from late filings
  • And the list goes on…

So the question becomes, “How do I know if I need a bookkeeper?”

By answering a few qualifying questions we often ask our potential clients, you’ll know whether or not hiring a bookkeeper is in your best interest.

  • Are you always wondering how much money is in your bank account and wishing your accounting program had the right balance?
  • Do you get late fees from your vendors, because you pay late?
  • Have you ever received a bill or statement and don’t know where those charges came from?
  • Do you get  NSF charges from your bank?
  • Are you struggling  able to get accurate information quickly from your QuickBooks data?
  • Are you wishing you had more time to manage your business?
  • Do you  wish you had a budget and knew where your business stands financially?
If you answered yes to any of these questions, then you need a solid dependable bookkeeper who can make sure you have the answers you need when you need them.

If you don’t have adequate records, then you are losing money every day!

If you answer yes to these questions, then yes you need our services!

Contact info

Feel free to contact us anytime.

Telephone: (800) 878-4051

6701 Katella Avenue
Suite #110
Cypress CA 90630

Contact form

Need to Contact Somebody Specific?

We receive a great amount of email communication. Our goal is to make sure your emails are answered the same day. To make sure you get to the right person, below is a list of services our team handles directly. Please route your email to the correct person so that you can get an immediate answer.

Customer Service:

Teresa is our Office Manager and she handles Customer Service for our clients.

Noemy and Naudia handle client updates, status, questions and concerns.

Scheduling:

Alyssa handles all client appointment scheduling and changes.

Bookkeeping

Patty handles any questions regarding bookkeeping, payroll and accounting services.

Production:

Sheri is our production manager and sees to it that all tax returns and other work are scheduled to be worked on and completed on time with accuracy.

Ken is our senior Enrolled Agent, he handles all tax work including Tax Preparation, Strategic Tax Planning, IRS Representation.

Marco and Dan are Enrolled Agents, and handles all work including Tax Preparation, Strategic Tax Planning, IRS Representation.

Fees, Billing or Payment Questions:

Nancy handles all billing and payment questions.

New Clients / Additional Services:

Shawna is the go-to person for questions about our services. If you are in need of additional services or are inquiring about our services, Shawna will be more than happy to let you know how you can benefit from Cohesive Services. She handles everything from tax quotes, entity set ups to getting you the right tax plan.

Insurance or Investment Services:

Kenny runs our Wealth Solutions division. If you need to protect your income, get life insurance, build and sustain your wealth, then you need a conversation with Kenny Dennis

Karla’s Executive Assistant:

Vanessa handles Karla’s speaking calendar, appointment calendar, joint ventures, marketing and anything else as it pertains to Karla.