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My Books OC

Peace of Mind for You
Detail and Clarity for Your Books

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About Us

About Us

My Books OC

YOUR TRUSTED BOOKKEEPING PROS

Focusing on small business and non-profit bookkeeping services in Orange County for more than 20 years. In addition to our attention to detail, we have the skills to wrangle all of your bookkeeping needs. We are ready to tackle many financial challenges as your trusted bookkeeping professionals.

Financial Analyst

Industries Served

Automotive

Computer / Software / IT

Design / Architecture

Insurance / Brokerage

Legal

Medical / Dental / Chiro

Non Profit

Real Estate / Developer

Transportation

Wholesale Distribution

Industries

Professional Bookkeeping Services

Messy Papers

Catch-up

Sort and Record

Get all your financial data sorted and recorded in the correct places. Bringing order to your books and ledgers.

Starting at
$149/hr

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Data Entry

Monthly Data Journaling

Record all monthly debits and credits into your bookkeeping program. Create standard reports to understand your cash flow.

Starting at
$975/mo

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Training

Learn Your Books

One-on-One training with the latest software to create good habits and stay compliant with your business financials.

Starting at
$229/hr

First Month
$775

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Pricing
FAQs

FAQs

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Do I need a bookkeeper if I have an accountant? What’s the difference between the two?

Bookkeepers and accountants share the same long-term goal of helping your business financially thrive, but their roles are distinct. Bookkeepers focus more on daily responsibilities, like recording transactions and reconciling bank statements, while accountants provide overarching financial advice and tax guidance.

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Will I still be able to keep control over my business if I outsource my bookkeeping to a 3rd party?

Yes, you will – your bookkeeper is there to provide you with assistance, and to keep up with the financial details of your operation, leaving you to spend time working on and growing your business. All decisions about the business remain with you.

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What is a Certified QuickBooks ProAdvisor and what do they provide?

The Intuit QuickBooks ProAdvisor program trains accounting and bookkeeping professionals in the use and administration of QuickBooks for a wide variety of clients in a wide variety of industries.

Certified bookkeepers and accountants are prepared to provide clients with QuickBooks management services, including training and ongoing support.

Additionally, certified ProAdvisors have greater access to support on QuickBooks issues direct from the software manufacturer Intuit.

Intuit, the manufacturer of QuickBooks Software, also requires the Pro-Advisor to take a test every year in order to verify they are up-to-date with all of the changes in the latest version. The QuickBooks Pro-Advisor uses a version of QuickBooks that allows them to work more efficiently with the software. This version offers greater functionality than what is available with the Retail version of QuickBooks. 

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Do I need to clean up my books before I hand them over to hire My Books OC?

No. We do need a certain amount of information to get started, such as bank and credit card statements and your QuickBooks file, if there is one. After we see what we have and what is missing, we will send you a specific list of requested items and suggestions as to how to obtain them. It is then up to you to secure the information and submit it all at once.

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