General Bookkeeping and Tax Services
Bookkeeping / Accounting Services
We tailor our bookkeeping and accounting services to fit the specific needs of each client. We provide full charge bookkeeping, including A/R & A/P, bank deposits, & daily posting to monthly bank, asset and liability account reconciliations for businesses and personal clients. We are able to provide compliance services for year-end reporting, such as 1099 / 1096 filings.
E-Commerce App Integration
Our experienced QBO ProAdvisors can assist you in integrating your online sales channels directly into QuickBooks online with the use of various apps. We can customize a system that will work with your specific situation.
DataMate provides monthly financial statements and can help you analyze these reports to better run and manage the changes in your business. These reports are very important tools when it comes to analyzing your business and presenting your business to lenders, partners and potential buyers.
New Entity Formation
DataMate will assist you in analyzing the different entity types to determine which is best for your tax situation. We will assist with the formation, start-up and compliance of the new entity.
With the ever-changing payroll laws, accurate payroll processing has become more of a challenge. Our payroll professionals have a deep understanding of California payroll laws and receive updates as new payroll laws are implemented. We are able to assist you in making any necessary changes and keep you in compliance with any new regulations. We partner with one of the best payroll processing companies to ensure accurate and timely payroll processing, as well as payroll tax payments and filings, including 1099 / 1096 reporting
Sales & Use Tax Services
Our sales & use tax professionals have experience with not only California law but other states as well. California Board of Equalization publications are extensive and difficult to comprehend. We are able to assist in proper collection, paying and reporting of your sales tax obligation.
Tax Preparation & Planning
Besides tax compliance, our tax experts can help you with tax planning in order to minimize your business and/or personal tax liability. We stay abreast of changing tax laws and assist you in analyzing how these changes will affect your tax situation. Knowing your business situation through our bookkeeping/accounting services allows us determine how new business opportunities will affect your tax situation.
A notice from any government tax agency can be intimidating. If you or your business receive such a notice, whether a demand for payment or an audit notice, you can rely on our experienced staff to properly represent you before the tax agencies.
Business Advisory Services
Accounting Procedures & Controls
DataMate is available to assist with the proper setup of internal controls. Having adequate procedures & controls is a very important part of smoothly running a successful business—but can be overwhelming. We are here to assist you in implementing and/or making adjustments to current policies.
Take advantage of our expertise to streamline your business processes. We can assist you with streamlining not only your accounting procedures, but also other aspects of your day-to-day business.
We have staff available to assist you with various administrative duties.
Losing an office staff member can be difficult. Our team can cover a wide variety of skills, and we would be happy to assist you until you find an acceptable replacement.
Instead of hiring an employee or a contractor for a project, we are available to assist you. We can assist with HR projects, operations procedures implementation, or other administration related projects.
Virtual Office Solutions
With the lease costs of commercial office space continuing to rise, many small businesses are moving to running their businesses or non-profits from their homes. An alternative solution to this is to utilize our virtual office solutions. We can handle incoming mail and serve as your address of record for government and client correspondence, thus providing you with personal privacy so your clients do not know your home address.